Question

Cannot Renew Connection to Bank Account

Forum|Forum|6 years ago
September 19, 2019
3 replies
0 views

Hello,

For almost two weeks now I am being prompted to refresh/renew the connection to my bank account. I have tried following the steps to do this both on my pc and on the mobile app, and it seems to work (i.e. I am certain I am entering the bank details correctly and there is no problem from my bank's end), but then when I am redirected to the Quickbooks page nothing has changed: I am still being prompted to renew my connection. Transactions are coming through but my bank account number is only showing xxxxxx xxxx and then the last four digits of the number.

Additionally, some transactions from over 2 months are showing up as unreviewed, even though I had categorized everything and it was all up to date until about two weeks ago.

I have tried chatting to someone, and they have referred to me to email. On email I keep being reassured that they are aware, but can provide no details about how or when this is being fixed and to hang on tight. I have sense that they have no idea and just keep telling me not to worry.

I cannot call anyone and am starting to become a little frustrated. This was all supposed to make bookkeeping faster, and it's becoming a massive waste of time, if I have to go back and recategorize my transactions etc.

Someone please help?

QuickBooks Self-Employed

G

GeorgiaC

Hey Gabriele L,

Thanks for the detailed post - we apologise for the for the issues you are experiencing with the bank account. Can I check the bank provider you are with to confirm if we are experiencing issues with the transactions becoming unreviewed?

G

Gabriele LAuthor

Hello, my current account is with Nationwide Building Society.

Thanks

JaneD

Thanks for getting back to us, Gabriele L.

We have an ongoing issue with the Nationwide Building Society bank transactions are showing unreviewed in QuickBooks Self-Employed (QBSE) UK.

Our engineers are working on a permanent fix to prevent this from happening again. At this time, we don't have a firm timeline to when this issue will be resolved.

Since you've already contacted our QBSE Support Team, they have added you to the list of our affected users. Any updates on this will be communicated via email.

I'll also notify you in this thread once a permanent fix has been implemented.

I appreciate your patience and understanding. If you have any other concerns, just let me know by leaving a comment below. I'm always glad to help. Have a good one.

E

EmmaM

Hello Gabrielle

Okay we have found that some users have been able to disconnect the connection and reconnect using their log in information and their user log ins.To do this if you can go to the cog>bank accounts>the rubbish bin icon>type in delete.Re add the account. We do have to stress that you would loose any reviewed transactions though we can through our banking team request they be brought back.It is up to you.Users have found when they set up the connection again this way it has been successful.

Let us know if you do decide to do this

Emma

G

Gabriele LAuthor

So you are telling me that if I were to do that I would only temporarily lose my transactions? Are you 100% sure that I would be able to get them back? How do I go about getting my transactions back from the banking team once I delete the connection to my current account and then re-establish that? Would that happen automatically? And does this loss include all transactions, including ones from the previous tax year?

Thanks

Gabriele

P

payment after leaving

Hi Gabriele L

You would permanently lose all the transactions you have reviewed/added in from the banking screen. We can request that our support team have them re-instated once the banking connection has been re-established however you would have to contact us to inform us that this has been done. You will ten have to review all the transactions again.

D

dannyg66

Yes i am having this problem every time and it seems Quickbooks dont want to help. The support is abysmal!!

S

SpringRoad01

I also struggle to renew my bank connection, no problem with the bank, just when it hands me back to Quickbooks, it just complete the process. Not very quick at all.

G

GeorgiaC

Hi SpringRoad01, which bank provider are you with, and do you see any specific error codes or messages when returning to QuickBooks? Is the experience the same when authorising the connection through a different web browser or incognito/private browsing window? 🧐

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