Question

Problems with Bank account connections

Forum|Forum|3 years ago
February 26, 2023
5 replies
0 views

It's telling me I've lost connect to one of my accounts, but wont let me do a new verification. It's not even showing me a total balance on the account that is still connected. When I click on the link to re-authorise the account (which should be ok until 14th March) nothing happens.

Very frustrating - especially as I cant find anywhere to report an issue.

Any helpful suggestions?

QuickBooks Online

JaeAnnC

We've come to help, @The Leather Buff.

Let's work together to reconnect your bank account in QuickBooks Online (QBO) so you can get back to business seamlessly.

Before that, I'd like to know the name of the bank account affected. This way, we can verify on our end if there are ongoing investigations regarding the financial institution.

Furthermore, banks are required to authorise new or modified bank feed connections every 90 days in accordance with the Open Banking regulations. If your bank connection has expired or disconnected abruptly, you'll need to disconnect and reconnect your bank account in QBO.

First, it's necessary to verify all the transactions under the For Review tab are the ones you want to include in QBO. To do that:

Go to Bookkeeping, select Transactions, then click Bank transactions.
Select the bank in question and click the For Review tab.
Categorise and match the transactions.
Next, select the pencil ✎ icon and click Edit account info.
Check the box for Disconnect this account on save.
Select Save and close.

Once done, let's reconnect the bank. Here's how:

Go to Bookkeeping, select Transactions, and click Bank transactions.
Select Connect account or Link account.
Follow the steps in this article to connect your bank feeds: Connect your bank feeds using Open Banking.

For a more detailed guide, please refer to this article: Reconnect your bank account in QuickBooks Online.

In addition, you'll want to reconcile your accounts in QBO to ensure they line up with your credit card and bank statements. Doing so guarantees that your books are accurate and balanced.

Feel free to add a reply below if you have any follow-up questions about reconnecting your bank account. We'd be glad to assist you.

T

The Leather BuffAuthor

Thank you for your detailed response.

I think I have tagged the post incorrectly, I'm not using QB Online - I'm using QB Self-Employed, so unfortunately I can't follow your instructions.

My main issue is that when I go into the Manage Accounts page to re authorise the account none of the links work therefor making it impossible for me to do anything.

My bank by the way is HSBC and is a personal account causing the issue, the business account seems to be ok for now - transactions are coming through for that account.

M

Madebyjenwren

I'm also using self-employed and can't click on any links as well.

M

Madebyjenwren

I'm having the same problem.

Mettle account.

A

Ashleigh1

Hello Madebyjenwren, Thanks for posting on this thread, can you please follow the steps JaeAnnC has put and see if this resolves the issue for you. If you still have any problems after trying that then please don’t hesitate to reach back out to us again.

A

antwon

Having the same issue on self employed, cant authenticate a new connection, been like this for over 8 days.

MariaSoledadG

Let's make sure we'll be able to fix your bank connections, antwon.

May I know what's the name of your bank? Under Banking rules, banks are required to authorise new or changed bank feeds connections every 90 days. we can refresh your connection so you can successfully reconnect your bank. To do so, follow the steps below:

Go to the Gear icon.
Select Bank Accounts.
Choose Refresh All.

After that, reconnect your bank account. However, if you're still getting the same issue, you can check with your bank if they have any updates. Sometimes the primary reason why you're unable to authenticate a new connection is that there are updates from your bank. If this happens, you can manually import your bank transactions using a CSV file. You can get this file from your bank's website by following the steps below:

Go to the Gear icon.
Select Imports.
Tap Import older transactions and follow the on-screen instructions.
Click Import.

For more information and a complete process on how you can manually add transactions, go through this article: Manually Add Transactions In QuickBooks Self-Employed.

Moreover, learn how QuickBooks puts your transactions on the correct line of your Schedule C. I've added this article for your reference: Categorise Transactions In QuickBooks Self-Employed.

Leave a comment in the reply below if you have any questions when connecting your bank. I'll always be right here to help.

T

thecartoonman

All Bank feeds are fully connected, the fault here is with QB. None of us can click on the bank link and get taken to their site for authentication, the link does not work. Everything you suggest I have tried for months and still cannot get it back to working as it did in October before your site upgrade.

A

Alun1

Im having the same issue. The link to re-authenticate doesnt work. Please help

S

SirielJeaB

I am glad to have you here, @Alun1. Thank you for visiting the Community and informing us that you are experiencing the same issue.

Working on tasks in QuickBooks Online without encountering any errors or challenges is essential. We received reports about the Re-authenticate link on the banner not responding for multiple banks. Rest assured that our software engineers are diligently working on it already. I suggest contacting our QuickBooks Online Support Team to be included on the list of affected users. Then, once everything's fixed, they can directly email you the status of the issue.

To contact support:

Sign in to your QuickBooks Online account, then select Help (?).
Choose either tab to get started: Assistant or Talk to human.
Search or click Contact Us.
Start a chat with a support expert.

If you want to reconcile your accounts in QBO to match your bank and credit card statements, please refer to this article: Reconcile an account in QuickBooks Online.

Get back to us if there is anything you need help with regarding your bank connectivity. We are here to help. Stay safe!

L

Lizzie_Lock

I'm having exactly the same issue too, for at least a week now (I didn't report it sooner as I wanted to try again in case it was a problem at my end). It's really frustrating, especially with tax year end coming up shortly.

M

Madebyjenwren

I managed to speak to someone today. They have no interest and won’t admit anything is wrong. You have to go onto the bank account section and add a new connection and reconnect your account. It doesn’t double up any transactions or anything. Every time I go onto the bank account page I can’t get out of it again and back onto the rest of QuickBooks I have to click my bookmarked shortcut to get back to the dashboard. I did get my transactions loaded though.
hopefully that helps someone.

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