Skip to main content
N
nunnerst
October 14, 2023
Question

Co-operative connection to QB Self-Employed - going round in circles!

  • October 14, 2023
  • 1 reply
  • 0 views

Hi, does anyone know what is going on with the Co-operative bank connection atm? 

Not only did it disconnnect itself earlier this year, losing me months of data, but I cannot now seem to 'fix' the connection, which Quickbooks is asking me to do.

It sends me round in circles entering and re-entering Co-op OTPs, passwords, usernames and security codes. Because it keeps giving me errors 185 and 103, I have checked, double-checked, treble-checked I am entering all these correctly (by going to Co-op itself and re-entering them), and I am.

I also now don't dare disconnect my Co-op account and try re-adding it, since it already won't let me log in successfully. I am afraid of losing all my data (although, frankly, its a lot less data than it should be at this point, thanks to the drop-out).

At my wits end. (Even to just hear someone else is currently having this issue would reassure me I am not losing my mind!)

Maybe i am missing something.. though if Co-op is known to be badly incompatible with QB someone should probably just own it and not give that bank as an option, rather than wasting everyones time and money.

But mostly I would just like to know: is this a known issue?
How can I fix this without losing more data?

1 reply

M
MadelynC
October 15, 2023

Yes, our engineers are already aware of this issue, @nunnerst. I appreciate you for taking the time to reach out and share your sentiments.


Our team is currently investigating and taking all necessary steps to fix the Cooperative bank connection in QuickBooks Self-Employed. We also work closely with our technical experts to identify the root cause and implement appropriate measures to prevent recurrence.


If you haven't contacted our support team yet, it's best to reach out to get your company added to the list of affected ones and stay updated on the progress.

 

You can check our support hours so you’ll receive responses quickly. Then, follow the steps below to connect with us:

 

  1. Open your QuickBooks Self-Employed account.
  2. Go to the Help (?) menu.
  3. Select Contact Us.
  4. You can enter “Has connection issues with Cooperative bank and keep getting asked to enter OTP” in the field.
  5. Tap Continue.
  6. Click the Chat or Callback option.


For now, you may consider uploading your transactions manually. This way, you can start checking and categorizing them in the program.

 

Once resolved and your bank downloads events completely, you'll want to exclude or delete duplicate entries to keep your books accurate.


If you have any urgent needs besides managing bank transactions, please don’t hesitate to reach back out. I’ll be here to find solutions.

N
nunnerstAuthor
October 17, 2023

Hi Madelyn,

I appreciate your reply, thankyou!
For what its worth, i tried to contact someone via Chat before posting here the other night - it said someone was available but they never actually answered my query and I had to log off.

Also, as far as uploading the CSVs, I have tried multiple times with my Co-op ones, but always receive this error message (see attachment).
How can I fix this please?
Because the last thing I want is to be adding a years worth of relevant transactions manually, as I'm sure you will understand!

N
nunnerstAuthor
October 17, 2023

Okay, I've managed to solve the CSV import problem at least, so am posting my solution here (though of course I can't say if it would work for everybody).

It seems like Quickbooks did not like the Date Format on the CSV being in the US format, ie: YYYY-MM-DD
So i imported the downloaded CSV into Google Sheets, then clicked on the Date column, changed the formatting to  DD-MM-YYYY and re-exported the result.

When I imported this adjusted CSV, Quickbooks seemed to gripe about it again initially, claiming there was no data in it, or some such nonsense, but once I pressed something like 'check again for transactions', it did actually import it successfully.

THANK EFF FOR THAT!

Here's a screenshot of what I did in Google Sheets for any other Co-op customers also passing this way while tearing their hair out!

I have another question though and that is:
Can i change the names of accounts in Quickbooks Self Employed? Because two of them are showing the same name, and its really, really confusing as it often does not show the account number.

Now off going to reward self with a cuppa!

Terms & ConditionsAccessibility statement