I cannot link my bank accounts to Quickbooks. It’s says authentication failed

Thanks for dropping by the Community space, danni_owen. I want to make sure this gets sorted out. 

Is this your first time setting up online banking for this account? Can you verify the name of the bank account you are trying to connect? Any additional information will get us closer to the resolution.

If it's a new connection, I recommend validating the credentials first on the financial institution’s website. Once verified, try connecting bank account again on your QuickBooks Self-Employed (QBSE) account by following the steps below:

1. Click the Gear icon at the top. 
2. Choose Bank accounts. 
3. Enter your financial institution’s URL or name on the search box and see the results.
4. Hit Continue. 
5. Enter the sign-in info you use for your bank's website.
6. Select Connect securely.

Learn more about the process by checking out this article: Connect bank and credit card accounts to QuickBooks Self-Employed.

Once your bank account is connected and downloads transaction, you can now review and categorise your transactions. You can create rules to speed up reviews on your data.

Please stop by the Community again if you need anything else. I’m here to help. Have a good one!

I am having this problem with my Jetblue Barclays credit card. The account is linked, but I validation is failing so I cannot access transactions. I have cleared my cache and tried on 3 different browsers to no success.

Your efforts in performing the troubleshooting procedures are appreciated, carly. Validation issues can be challenging, especially when you need immediate access to your financial information.  

Together, we'll systematically determine the potential cause of this problem and restore your full account visibility as quickly as possible. 

Before anything else, can you confirm if you encountered specific errors or error messages when authenticating your account? This information will enable me to offer a more precise solution. 
 

There are several potential reasons why you're unable to complete the validation process. It could be related to issues with your bank or recent changes to your bank account settings. In this case, I recommend logging into your bank or credit card's website. This allows us to verify that your login credentials and your bank's website are working accordingly.

Then, do the following:

• Look for any messages, notifications, or alerts in your account.
• Visit your bank’s website to see if there are any updates or announcements about new security requirements.

 
For now, I recommend manually importing your bank transactions using a CSV file format. This approach allows you to continue tracking your financial activity and ensure no transactions are missed during the authentication issue. Before you proceed, please be aware that since your bank account is already linked, there is a possibility of encountering duplicate entries when the connection of your credit card account is restored. If this occurs, you can easily exclude those transactions.

I'll leave these helpful articles you can reference later to provide useful context that can help streamline the process of categorising and managing your transactions: 

• Categorise transactions in QuickBooks Self-Employed
• Create bank rules to categorise banking transactions in QuickBooks Self-Employed

I'll keep this conversation open, so if you have additional questions about banking management, drop a comment below. Our Community support team is ready to help you find the solutions you need.