How do I set up a connection to Nedbank? I use the Nedbank Money App that handles the authorisation of request now and there are not OTPs. Can it be fixed?

Hi there, stefanc-comprehe.
 

Possible reasons regarding the OTP maybe your bank recently made some changes with their security feature or connection. As much as I'd love to check your account information to review your banking information, we recommend reaching out to Nedbank. 

Once done, you can go to the Banking menu and connect your new Nedbank account from there. 

I'm adding this article in reference to connecting your bank account: Connect bank and credit card accounts to QuickBooks Online.

Also, to help you manage your transactions and ensure that they are accurately matched and categorised, here's the article you can open: Categorise and match online bank transactions in QuickBooks Online.
 

I've got your back with other banking concerns you might encounter in the future. Feel free to tap me anytime.

Hi,

Thank you for the information.

This is fairly new with Nedbank. I have gone through the process of setting up the account more than once.

I have contacted Nedbank and authentication can't be different if done from a 3rd party system. The app needs to be used to approve it, which means there is not an OTP.

This indicates that QuickBooks is misaligned with the Nedbank Authentication/Authorisation process.

I have seen another posting somewhere where other people struggle with the same issue and keep on getting referred to the bank.

Will the team add this on the backlog to address the issue at some point?

Kind regards,

I can see how this situation impacts your QuickBooks experience, @stefanc-comprehe. I’m here to ensure this misaligned authentication/authorisation process gets taken care of.

When connecting your Nedbank, please double check its URL to make sure it's correct. This helps prevent issues during the setup.

If it’s the right one, you can contact our support team to review the connection process. Our representatives have enough tools to check this further and help you find more solutions.

Before that, take a glimpse of our support hours so you’ll get assistance quickly, and you can reach out to us at a time convenient to you. Then, follow the outlined steps below:

1. Sign in to your QuickBooks Online (QBO) account.
2. Go to the Help (?) menu.
3. Give us a short description of your concern, then select Contact Us.
4. Click Continue and choose to Start a chat.

You can also utilize this contact option to get in touch with our live experts. Select QBO in the product dropdown, then enter your concern in the field.

Once resolved, you can use bank rules to automatically categorise your transactions. It speeds up your review process and helps the program recognize transaction descriptions moving forward.

If you want to start managing your Nedbank entries, refer to this reference for complete instructions on how to get your records and import them: Manually upload transactions into QBO.

I’ll be right here if you need further assistance with banking. Just let me know by tapping the Reply button below. Have a good rest!

Hi @MadelynC 

Thank you for the information.

It is definitely the correct URL. Nedbank sends the push notification to my mobile device (Nedank Money App), on which I accept the request for authorisation (Approve-It). After that the setup screen on QuickBooks remains where it is waiting for an OTP to be provided.

Thank you for informing us that you're using the correct URL for your bank, and especially for the result, stefanc-comprehe. This information will help in determining the steps necessary to resolve the problem.

Since you're still getting the same result, I recommend contacting our QuickBooks Online (QBO) Support Team for further assistance. They have additional tools to identify the cause of the issue, including the connection process. Our specialists will walk you through the implementation process once a permanent solution is available.

To get the contact information:

1. Hover your mouse to the Help menu in the upper right to see more options.
2. Go to the Assistant tab and then enter a brief description of your concern in the Type something field. 
3. Click the Contact Support menu to display the How would you like to connect with us? screen.
4. Press the Chat with us button to start a conversation.

After successfully connecting your account to QBO, make sure to categorize transactions to the appropriate category to ensure the accuracy of your records and smooth reconciliation.

You can bookmark the link to our Community guide for future use. It includes resources that will assist you in completing your tasks quickly. You'll also find topics and answers about QuickBooks and other accounting activities.

Keep me posted below if you have further concerns about online banking or other product concerns. I'd be delighted to help you. Have a great weekend, stefanc-comprehe.