Thanks for coming here today, maclean1.
The kind of QuickBooks behavior about having endless loop after clicking the button for push notifications can be fixed by some basic troubleshooting steps.
Let's try using a private browser or incognito window as an initial step to fixing this issue. This will eliminate any browser history that may cause a glitch inside QuickBooks. You can refer to the following keyboard shortcuts below:
If it works, close out the private window and clear the cache on the regular browser. This will remove previously stored browsing data that might have caused the issue. Otherwise, you can try other supported browsers to help narrow down the cause of this behavior.
Also, let me share these easy-to-access articles, webinars, and video tutorials that will help you in familiarizing the different tasks, features, and functions of QBO. Below are the following:
Anything else you need help with can be answered in the Community. Feel free to visit us again for more questions. Stay safe and have a good one.
Thank you very much for the quick response. I originally encountered this problem on the QB desktop app. I have also used QBO on Chrome, Microsoft Edge, and Firefox in their respective incognito modes and after having cleared cache. The problem still persists. I have not been able to find a solution among the documentation shared.
Updates on the problem:
1) Entering bank account log in and password on QB leads to error "The bank needs you to do something at their site. (108)"
2) Clicking on the link "Take care of it at the bank site. Go to site." opens a separate window with the bank's own login portal.
3) Entering information at this portal then leads to a succeeding bank web page that directs me to click on a link to send a push notification. I do so and authenticate on my phone.
4) Regardless of whether I leave this additional window open or I close it, the original QB window then proceeds to "Okay, let's get you signed in and connected."
5) I then have to re-enter my login and password.
6) It then returns to step 1 above.
My theory is that there is a request from the bank to send a push notification, but there is no way that I know of to address that push notification.
In detail, after entering login/password in QB, the bank returns a request to QB for me to click on a push notification. QB does not display this request, but identifies that the bank has a request for me to address. However, that request is tied to the instance created when QB sent over login/password above. When QB directs me to the bank's site, I go to a new and separate instance of entering my bank account login/password. This generates a new request for a push notification that is separate from the previous one.
Any ideas of how I can address this problem?
Way of propagating message to the user device(s) registered with the bank. Through push notifications, user can be notified of any event/transactions that has occurred in the user account.
Thanks for updating us on the steps you've performed to resolve this, maclean1. I know this hasn't been an easy process for you.
Let me make it up to you by making sure we're able to determine the cause of this issue and get this fixed.
Your web browser's pop-up blocker may be on. Thus the reason why you're unable to see notifications when you sign in to your bank's website. I'd suggest turning it off.
After that, go back to your bank's website, then check for any updates, messages, or notifications. Messages are usually about the following:
Once you review and address all the messages, log in to your QuickBooks Online account. Then, go to the Banking menu and select Update.
If the issue persists, I'd suggest contacting our QuickBooks Support Team. They're equipped with tools to check the cause. It'll also allow them to submit a ticket to our engineering team to alert them about the issue if necessary.
Additionally, I've included an article that'll help you review your downloaded bank transactions to ensure they're put in the correct accounts: Categorize and Match Online Bank Data in QuickBooks Online.
I'm only a post away if you need more help in managing your bank transactions in QuickBooks, maclean1. It's always my pleasure to help you out again.
Thanks, but the event/transaction that the bank generates is an option to request a push notification. There does not appear to be a way for a successful login to the bank to generate the push. I have to manually request it after logging in.
Thank you very much for your reply. I have confirmed pop-up blocking is off. I am able to see my bank's request to send a push notification when I visit the site. The problem is that when QB sends my login/password, the bank's request for me to authorize the push notification to be sent does not appear. When quickbooks directs me to the bank to address it, I am actually generating a new login instance at the bank, unrelated to the instance that QB created when it sent my credentials.
Will reach out to customer support. Thanks!