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Aug 5, 2021 11:57 AM UTC
Solved

Banking feeds and "Strong Customer Authentication"

According to this list both of my banks (CAF and The Co-operative) offer a connection using SCA.  For both, it says: "Bank connection is available using Strong Customer Authentication (SCA). You will need to enter your user ID and password when you update new transactions."

 

But on QuickBooks Online if I try to make a connection it says, "Banking regulation changes have impacted your [bank] connection. To keep those transactions updated, use QuickBooks on the web to upload data with a file from your bank."

 

So which is true?

 

finance21Answer
Aug 5, 2021 12:34 PM UTC

Oh, it seems instead of going to 'manage connections' you have to go to 'link account' and start again from there.  I entered my banking credentials and nothing happened but then the message on the banking screen changed to 'verify your ID' so I entered them again and then it worked.

12 replies

Aug 5, 2021 12:04 PM UTC

Hello Finance21, For Caf and The Co-op bank it should ask for security, so for the Co-op for example it is cust id, user id, and password, and then it should connect. Does it allow you to get that far when you access QB on a pc browser?

finance21Author
Aug 5, 2021 12:13 PM UTC

No, on the banking screen there is only the option to upload a file.  If I click on 'manage connections' I just get links to the FAQ like this:

finance21AuthorAnswer
Aug 5, 2021 12:34 PM UTC

Oh, it seems instead of going to 'manage connections' you have to go to 'link account' and start again from there.  I entered my banking credentials and nothing happened but then the message on the banking screen changed to 'verify your ID' so I entered them again and then it worked.