SVB recently switched to SVB Go, and I can no longer connect quickbook to SVB. Is there any way to fix it?

Hi there, eric-laxis-tech. 

I'm here to ensure you're able to connect to your bank account in QuickBooks Online (QBO). 

If your SVB bank switched to SVB Go it's likely that you'll have to change the way you access your accounts online. Let's contact the new bank (SVB Go) and check for the URL to ensure you're using the correct listing when you add or connect the account. 

Here's how:

1. Go to Banking or Transactions on the left panel.
2. Select Link account or Add account.
3. In the Connect your bank or credit card to bring in your transactions field, enter the URL listed for your bank.
4. Follow the on-screen instruction to connect your account.

For more information about managing and connecting bank accounts to QBO, you may refer to this article: Connect bank and credit card accounts to QuickBooks Online.

Once your bank transactions are inside QuickBooks, you can start the review process to ensure those transactions are matched and put on the correct accounts. Refer to this resource for detailed instructions: Categorize and match online bank transactions in QuickBooks Online.

I'm also sharing these resources below to give you more insights on what to do if transactions are not updating and fixing banking errors in QBO:

• Fix bank errors in QuickBooks Online
• What to do if bank transactions won’t download or there's a bank error

Please get back to us if you have any questions about connecting with your bank. We're here to further assist you 24/7.

No. This is not a "NEW Bank". SVB made a change, by moving the login from SVB online to SVB Go. My account stays the same, but the login page changed. 

So if I added a new connection like you requested, I will have two connection to the same SVB account.

In your website, I saw a new option "SVB Go". However I tried to connect to it, but it keeps throw our an error. Can you fix it? 

A lot of SVB customers are switching from SVB online to SVB Go. Please make sure we have a smooth transition.

We appreciate you for getting back to us, Eric.

Let me assist you in updating your bank information so you can link your SVB-Go account to QuickBooks Online (QBO).

First off, you can get in touch with your financial institution and ask them to confirm the exact URL for the bank's website. If there are no changes, you can update your bank's login credentials in QBO. 

Here's how:

1. Go to the Banking menu and select the tile for the account you want to update.
2. Click the Edit icon and then Edit sign-in info.
3. Update your password.
4. Once done, click Save and connect.

If you're provided with a different URL, you'll have to connect the new account in QBO.

I'll share this article if you encounter error messages when linking your bank account: What to do if you get a bank error or can't download transactions in QuickBooks Online. When you're not getting the recent transactions or updates appear to be stuck, don't worry. The article provides different troubleshooting options on how to fix them.

Additionally, you'll want to reconcile your accounts in QBO every month to ensure they're accurate compared to your bank statements. 

Feel free to add a reply below if you have any follow-up questions about connecting your bank account. We're always available to help.

I talked to SVB regarding their new system, and they told me that I have to set up a new connection. Here is their instructions: https://www.svb.com/learning-central/go/accounts#integrations

However, when I asked them whether this will create double entry in quickbook, because I will have two connections with SVB in quickbook. They said they don't know about quickbook, and asked me to talk to Quickbook. 

Can someone here answer this question? How do I solve double entry issue from the connections with SVB?

Can I schedule an online meeting with someone in Quickbook to do a live trouble shooting? I need to fix this, otherwise quickbook is completely useless for me. 

Yes, you can, eric.

Our QuickBooks Support Team is equipped with tools that'll be able to help you through live troubleshooting. They can also assist you in connecting your bank account to the program. I'll show you how:

1. Go to the Help (?) icon at the top.
2. On the Assistant tab, click Talk to a human.
3. Enter your concern in the Type something field, then click the send icon.
4. Click on I still need a human.
5. Select Get help from a human.
6. You can either select Chat with us or Have us call you.

To ensure that you'll be assisted on time, please see our support hours.

Additionally, I've added these articles that'll help you put your transactions in the correct accounts and make sure they match your bank and credit card statements:

• Categorize Bank Transactions 
• Reconcile an Account in QuickBooks Online

Please keep us posted if you need additional assistance managing your bank transactions. It's our priority to keep your books accurate.

Is there a way to book an online meeting so someone can see the issues on my screen?

Also I am on advanced plan. I suppose to get 24/7 support, but every time I call XXX-XXX-XXXX, it is always a machine telling me to call at office hours. I am never able to get to a human.

Hi there, eric.

I understand how important it is to get this issue resolved, and I'm aware that you've already tried reaching out to our QuickBooks Online Support Experts. Since contacting our support directly with the number provided didn't work for you, you may want to have them call you or schedule an appointment with our support instead.

Here's how:
 

1. On your QBO account, click on Help (?).
2. Go to the Search section, then select Contact Us.
3. Type in your concern.
4. Choose the best support that fits you. 
   
   
    

Moreover, I'll also share this link where you can search for articles that can serve as your reference to guide you in managing your bank feeds and reconciling accounts in QuickBooks: QuickBooks Online Banking Help Articles.

I'm looking forward to getting this resolved. Feel free to leave a reply if you require further assistance with managing your QBO account. The Community team always has your back. Have a good one.

I have requested "call back". Never worked. The robot keeps saying someone will call me in 5 minutes. NOBODY calls.

This 24/7 support doesn't exist.

We appreciate your patience and hope this doesn't happen again when contacting our Customer Care Team, Eric. I'm here to assist and want to guarantee you receive the necessary support as soon as possible.

I agree that you suppose to get 24/7 support when calling our Phone support team since you're using QuickBooks Online Advanced. Please be aware that our chat help is only available Monday to Friday from 6 AM to 6 PM and Saturday from 6 AM to 3 PM.

In addition, the 5-minute prompt is merely an estimate. The actual wait time depends on the number of callback or appointment requests in our system's queue. I'd consider phoning or chatting with our experts again, and please wait a few minutes or an hour. 

You also have the option to upload the transactions by hand as a workaround. Visit this article for complete instructions: Manually upload transactions into QuickBooks Online.

In case you'll encounter error messages during the process, refer to this article for the detailed steps to fix them: Fix bank upload errors in QuickBooks Online.

Additionally, I've got you this article to help you categorize, match and reconcile your bank transactions in QBO:

•  Categorize and match online bank transactions in QuickBooks Online.
• Reconcile an account in QuickBooks Online

Please let me know if you have additional questions about banking or anything else. I'll be happy to answer them. Stay safe.

I always get a callback from Intuit.

I have the same problem with SVB Go...QBO is unable to connect.  It seems QBO and SVB Go problems persist!

Here is a solution someone on another thread provided until QBO gets the SVB Go connection sorted out... this solution uses SVB Direct Connect and it worked for me.

You sure won't need to worry about this any more.

It didn't work for me even after creating this new id and PIN.

Hi there @tatiana-flores,

We are notifying all impacted customers via email, and with messages in QuickBooks. In addition, we have setup a blog where we are posting updates. Please check your email and login to your account for the latest information.

Interested if this matter got solved, as I have the same issue and no answer from QB.

We appreciate you for joining this thread, @Mari119. Let me answer your question and help you achieve your goal.

To ensure that we can help you, we'd like to know if there's a specific error that shows up when you try to connect SVB to QuickBooks.

 If you're seeing a "Your Bank is making a change. Until you upgrade your bank connection, your transactions will stop automatically flowing into QuickBooks. To upgrade your connection, you will need to reconnect your account. (390)" message, you'll want to try reconnecting your account.

Here's how:

1. Use the Gear icon, then go to Bank accounts.
2. Click Connect another account.
3. In your search box, enter the name of your bank and the account type.
4. Follow your onscreen instructions to finish connecting the account.

In most cases, bank connection issues occur when:

• The bank is performing system maintenance.
• Some notifications need to be addressed on your financial institution's website, while signed in to the account.

I'd recommend logging in to your bank website. And check if any alerts/notifications require attention:

1. Review the account page for messages, notifications, alerts, etc.
2. Check for any announcements from them.
3. If any required actions need to be performed to complete them.
4. Return to QuickBooks and try connecting your account again.

Furthermore, I suggest contacting your bank support to check if it's still possible to connect QuickBooks to their bank.

We'll also share these articles for future banking page navigations: 

• Connect bank and credit card accounts to QuickBooks Online.
• Reconcile an account in QuickBooks Online.
• Fix issues for accounts you've reconciled in the past in QuickBooks Online.

Please let me know how it goes. We want to ensure that your goal is achieved. Click the reply button below, and we'll answer you quickly. Keep safe.

Thank you! The way you suggested, didn´t help at the moment, as the bank name SVB Go is not on the list.

But this helped and seems at the moment the bank is connected

1. go to your SVB account and hit profile on the top right

2. click "manage user profile" and then "manage direct connect"

3. generate direct connect PIN and then follow the steps until it gives you a username and a pin (it will be DIFFERENT than what your regular log in)

4. Go back to QBO and find the silicon valley direct connect

5. enter in the NEW username and login

Thank you!

I tried doing the new username and pw using the Direct Connect Pin. However I get this error message "Looks like the connection to Silicon Valley Bank (SVB) - SVBeConnect isn’t available right now."

The Community is glad to have you join the thread, ay2023. We acknowledge the importance of doing bank activities without challenges in QuickBooks Online. Thank you for your troubleshooting efforts in resolving your bank connectivity issue.

There may be a problem on your bank's end, such as their website is undergoing maintenance or server issues. This can stop the online bank connection to QuickBooks. To verify, I suggest contacting your financial institution or visiting their website to see if they have a notification about a downtime issue. 

If everything's good on their end, I suggest contacting our QuickBooks Live Support Team. They have the tools to review your account, know the root cause of the bank error, and investigate this issue further.

To contact support:

1. Sign in to your QuickBooks Online company. Select Help (?).

2. Select Assistant or Talk to Human.

3. Search or select Contact Us.

4. Start a chat with a support expert.

In the meantime, you can get transactions from your bank or credit cards and manually import them into QuickBooks Online. Please refer to this article: Manually upload transactions into QuickBooks Online.

Check out this article if you have issues when you manually upload bank and credit card transactions into QuickBooks Online: Fix bank upload errors in QuickBooks Online.

You can also keep these resources for your reference in handling bank-related activities moving forward: 

• What to do if you get a bank error or can't download transactions in QuickBooks Online
• Connect bank and credit card accounts to QuickBooks Online
• Reconcile an account in QuickBooks Online
• Categorize online bank transactions in QuickBooks Online

Keep us posted if you have other questions or need assistance. The Community is always looking forward to helping you. Take care, and we're rooting for the success of your business!

This issue is still ongoing. Why has Quickbooks not created the proper SVB go connection to fix this problem? No SVB options in the bank connections work with SVB. Accounts were not changed in any way, just svb changed their login system. Login requires company ID, username, and password. I made a request to add the provider (despite SVB not being a new provider). Phone support told me it could take a week, which is unacceptable. Since so many have had this issue, it should have already been resolved. Please provide a quick solution. 

Is there a fix for this, yet?  I requested that QBO add the new SVB Go link to their list of bank connections on October 17th and no response yet. This is the link that I requested to be added https://connect.svb.com/#/ 

I am not able to connect via direct connect since it shows that my accounts are already linked to SVB.  Should I disconnect them, then link via direct connect?  

Thanks for looping in this thread, @MB003. I see that you already requested to add the new SVB Go link in QuickBooks Online last October 17. I'm here to share some updates and verify the need to disconnect or reconnect.

The link you shared is currently not supported for the bank connection. This means that disconnecting and then linking via direct connection is unnecessary. I'm adding a screenshot for reference below:

Please note that we rely on your financial institution to provide us with the necessary links for QuickBooks integration. Therefore, you must request your bank to update their available links to ensure a seamless log-in process.

If you encounter error messages, refer to this article: What to do if you get a bank error or can't download transactions in QuickBooks Online.

Once settled, review downloaded bank and credit card transactions to ensure they belong to the correct accounts: Categorize and match online bank transactions in QuickBooks Online.

I hope this addresses your question regarding the links available for bank connections. If you need further assistance in managing transactions, add them below. I'll be here to guide you.