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C
chanscar
October 30, 2024
Question

Cannot connect LPL Financial as a bank

  • October 30, 2024
  • 4 replies
  • 0 views

We just got an LPL account last month. Right out of the gate I was able to connect our new account to QBO. However a week or so later LPL supposedly did some update to their platform/url and my account quit syncing.

 

I tried to disconnect and reconnect however I keep getting a 103 error message "That didn't work. Try signing in again." So I try again and now get a 108 message "The bank needs you to do something at their site. Take care of that and then try again."

 

There is nothing to "take care of" on the site. This has been going on for over a month. 

 

Please advise.

 

 

 

4 replies

C
Chrea
October 30, 2024

Try opening your QBO account on any private/incognito browser.

M
Mark_AG
October 30, 2024

Hi there, @chanscar.

 

I understand the challenges you're experiencing while trying to connect your LPL Financial account to QuickBooks Online. I know how important it is to keep your accounts synced smoothly, and I'm here to guide you in getting the best help for this issue.

 

We've already received multiple reports about this issue from LPL Financial bank. Our engineers are already aware of the issue and are working diligently to fix it as soon as possible. Furthermore, I recommend contacting our QuickBooks Online support to be included in the list of affected users. This way, you'll also be able to receive updates about the investigation status through your email.

 

Here's how:

 

  1. Head to this link: Contact Us.
  2. Select QuickBooks Online product and click Continue.
  3. Select Contact Us and choose a way to connect with us:
  4. Start a chat with a support expert.
  5. Get a callback from the next available expert.

 

Additionally, you can also consider manually importing your bank transactions into your QuickBooks Online account.

 

Please don't hesitate to leave a reply if you have additional concerns besides connecting your bank to QBO. I'd be glad to assist you at any time.

    J
    jcmerge
    December 5, 2024

    Having the same issue, and have tried everything.... Please let me know if you figure something out but guessing it is a QBO and LPL tech issue

    R
    RoseJillB
    December 5, 2024

    I understand how important it is to connect your online banking as early as now, @jcmerge. This functionality can help you manage your bank entries that are coming in and out from your account in a timely manner. I also recognize the inconvenience that the error has caused to you. I'll share specific steps for fixes to start managing your entries on your bank feeds.

     

    The error 103 means the user ID or password is incorrect for the bank account you’re trying to connect to. The first thing we can do to rectify this is to confirm and ensure your sign-in information is correct. With that, we can perform the following:

     

    1. Log in to your bank website.
    2. Enter your credentials and once you signed in, take note of the user ID and password you used.
    3. If you get an error, follow your bank's instructions to get your user ID, reset your password, or both.

     

    Please take note that some banks need your permission to connect your account to another service, including QuickBooks Online which might be causing the error and inability to connect. While you visit your bank’s website, check if your bank has this requirement. If so, follow your bank’s instructions to turn it on. Or, contact your bank if you need help.

     

    Then, enter your bank sign-in information in QuickBooks by following the steps outlined in Step 3: Enter your bank sign-in info in QuickBooks from this article: Fix bank error 103 in QuickBooks Online and QuickBooks Self-Employed.

     

    If the same thing happens, you can use another supported browser to connect your bank for optimal performance.

     

    You can also follow the steps outlined by my peer, @Mark_AG, to contact our Technical Support Team if ever you run into the same error; our phone support team has the tools to investigate and determine why you're unable to connect your LPL bank account.

     

    In the meantime, upload your bank entries manually to get them into your bank feeds instantly. However, please know that once the investigation is resolved, your transactions will start to download which may cause duplicates. In that case, you can exclude them from your bank feeds.

     

    Should you have additional concerns about bank connections, @jcmerge, you can always post them here in the Community. I'm always around to lend a hand for help. Stay safe!

    C
    ChadKlssn
    December 16, 2024

    I'm having the exact same issues on Quickbooks self employed and Quicken home and business which uses intuit to connect banks and accounts. It used to work just fine. Needed some 2FA which was annoying, but whatever. Now it has been unavailable for almost 2 months.

    J
    Jessavell_A
    December 16, 2024

    I'd also feel less amused if my bank connection wasn't working as expected, @ChadKlssn. Allow me to connect you with our QuickBooks live support team.

     

    I recommend contacting live support, as they have the tools and expertise to access your account and thoroughly review your case. Their dedicated team can provide you with the appropriate guidance and assistance to address your bank connectivity concerns. To do that, here's how:

     

    1. Log in to your QuickBooks Self-Employed account. And then, select the Help icon.

    2. Click on Contact Us and type the reason for your inquiry.

    3. Then, choose your preferred method of contact.

     

    Also, please be aware that some banks require your permission to connect your account to another service such as QuickBooks Online, which might be causing the error and inability to connect. While you visit your bank’s website, check if your bank has this requirement. If so, follow your bank’s instructions to enable it. Or, contact your bank if you need help.

     

    Additionally, you can manually import bank transactions into the software using a CSV file as a workaround. And if you use spreadsheets to track everything, you can save your work in this format.

     

    Furthermore, you can assign categories to the transactions to ensure they are allocated correctly on the relevant line of your schedule. To know how, please visit this article: Categorize transactions in QuickBooks Self-Employed.

     

    If there's anything else you need regarding bank connectivity issues, please feel free to leave a comment below. We're always here to assist you in any way we can. Take care.

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