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VJK
March 22, 2022
Question

Is anyone having issues reconnecting the bank feed to cooperative bank since they changed to open banking on 21st march 2022?

  • March 22, 2022
  • 8 replies
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8 replies

JGoldring
March 22, 2022

It's not working for me...

TirzahC
March 22, 2022

Hello, VJK and JGoldring.

 

In reconnecting the bank, do you get any error codes or messages? 

 

Have you tried manually updating the bank in QuickBooks? If not, you'll want to go to the Banking page, then click on the Update button. It will take a while for the system to sync with your bank. We also recommend doing this at least three to five times to make sure your transactions will download.

 

Also, there are times that the browser is full of frequently accessed page resources, causing some unusual responses. 

 

To isolate the data traffic in your browser, I suggest accessing your account using an incognito browser. Here are the keyboard shortcuts to access it:

 

  • Google Chrome: Ctrl + Shift + N
  • Internet Explorer: Ctrl + Shift + P
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Option + P

 

If it works, I suggest proceeding with clearing the cache. There are times too much data can accumulate over time and cause issues when utilizing QuickBooks. Alternatively, we can use other supported browsers to further isolate the issue.

 

You can check out these articles about concern and to know the financial institution that supports this feature:

 

 

Lastly, I've got you this helpful article for ideas about how you can categorise your transactions: Categorise and match online bank transactions in QuickBooks Online.

 

Let us know if you need help with anything else. We're always here to lend a helping hand. Take care!

emmam6
January 5, 2023

Hello Community Users, We just wanted to pop in and advice going forward the re-authorisation process will be  different. Open banking  now only needs consent after the first connection which is just a case of reconfirming consent in the transactions-link account-manage consent. This will make the connection much easier to run in future More information on that can be found here

Any questions feel free to reply to this thread.

david_g1
March 23, 2022

Dunno bother. Yes, I did have difficulty - but succeeded yesterday. Also managed to get some transactions come across, however, ..........

Click Update - pretty whirly in the linked account box. Clearly, QBO is doing its thing and using the stored Customer ID & User ID. But once again, following any kind of change, QBO is not handling the requirement to provide a security code from a security device. No surprise there was fully expecting this. Error code 0000). I do not think it would be entirely fair to blame the Co-op for this, but no doubt that will be the QBO's stance. Let's see what a post in the 'community' has. Again, fully expecting - please contact Support. Pointless. Sick of being a tester for QBO - do your own testing you ......................

Limond
March 23, 2022

I had the same problem, the work round is:

 

  1. Don't contact the bank, you will wait longer than an hour to connect and they won't know the solution!
  2. Record date last updated
  3. Click on Bank Feed in Banking.
  4. Edit Bank Details
  5. Click the disconnect on Save
  6. Press Save.
  7. The Bank Feed Will Disappear
  8. Reconnect to Co-operative bank using your normal login and the dongle. Nb. You do not need to use the third party login that they offered to fudge access in the past. 
  9. Import transactions from the last update date.
  10. Look at your rules for import. The bank text coming in is totally different so a good chance all your rules wont work. 

 

Hope this helps Jack

david_g1
March 23, 2022

Cheers Jack, now a dab hand and the workarounds myself. Our account only has a few transactions a day, a few more month-end/beginning. So, I will just use the file upload, and then when it's working (2023?) I will exclude all the ones I've done. But for someone with hundreds+ of transactions that routine is not a solution.

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