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mz-gradient-phot
July 28, 2020
Question

Hi, I need to add a bank account, but system shows me "You're already sharing data from these accounts"... Unfortunately it is not right. How I can fix this problem?

  • July 28, 2020
  • 4 replies
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4 replies

R
RaymondJayO
July 28, 2020

I'm here to ensure you're able to connect your bank account to QuickBooks Online (QBO) successfully, @mz-gradient-phot. 

 

Thanks for letting me know that the error you're getting isn't right. It could be the browser may be full of frequently accessed page resources when trying to add your bank account to QBO. That's why it causes unusual behavior, in which the system prompts a message.

 

Let's perform some troubleshooting steps to help fix this.

 

We can start by logging into your QBO account using a private browser. It doesn't store data in the cache, so it's a great way to isolate browser-related issues.

 

If you're using Mozilla Firefox or Microsoft Edge, press the CTRL + Shift + P shortcut on your keyboard. For Safari, hit Command + Shift + N. Press CTRL + Shift + N if you're using Google Chrome. 

 

Once signed in, go back to the Banking page and connect your bank account from there. If it works, let's clear your regular browser's cache to have a clean slate. This way, it'll function efficiently. If private browsing doesn't work, use other supported browsers to get the best and most secure experience with QBO. 

 

After that, the program will automatically download your bank transactions. Then, you can assign and

categorize them in the For Review tab to ensure they're accurate. You can also match them to the existing entries in the system to avoid duplicates.

 

I also want to make sure I've got you covered. With this, can I ask for the name of your bank account you're trying to add to QBO? Just click the Reply button below to add some details.

 

I'll lend a helping hand if you need anything else. Take care always, @mz-gradient-phot. 

T
tmiller8
September 6, 2020

Just following up on this error as I am experiencing this too.

 

I've used a separate browser, private browsing mode, and cleared cache/cookies and I am still seeing this error. When I go to add my Chase bank account (which is not showing in my Dashboard) I get to the import pop-up, and it errors out saying that "I'm already sharing data from these accounts..."

 

Has anyone found a fix for this issue yet? 

Rubielyn_J
Rubielyn_J
September 6, 2020

Thanks for joining in this thread, @tmiller8.

 

I want to make sure you're able to add your Chase bank account successfully. 

 

Since you already did the troubleshooting steps mentioned by my colleague. I suggest contacting our support team. They have the tools to investigate further and have it fixed. 

 

Here's how: 

  1. Sign in to your QuickBooks Online account. 
  2. Go to the Help menu. 
  3. Click Contact Us.
  4. Enter a brief description of your concern under the What can we help you with? section, and then click Let's talk.
  5. Select the Get a callback option.
  6. Enter the necessary information and click Confirm call.

Please also review our support hours to ensure your issue gets addressed right away. 

 

To add your bank and credit card accounts to automatically download your recent transactions, see this article for reference: Connect bank and credit card accounts to QuickBooks Online.

 

Let me know if you have other queries. I'm more than happy to help you. Keep safe.

O
OraDrexler
November 3, 2020

Did you ever find a solution? I am having this problem now.

DivinaMercy_N
DivinaMercy_N
November 3, 2020

Thanks for joining this thread, @OraDrexler.

 

As of now, there is an on-going investigation about the "You're already sharing data from these accounts" error when connecting the chase bank account to QuickBooks. Rest assured that our engineers are currently investigating and working on an immediate fix. 

 

In the meantime, you can manually add transactions from your bank to QuickBooks using a CSV file. 

 

Here's how:

  1. Select the left Banking/Transactions menu and then Banking.
  2. Click the Link account drop-down arrow, and then choose Upload from file. If you’ve never connected an account, you can select Upload transactions manually. 
  3. Hit Browse and choose the file you downloaded from your bank. If you haven't downloaded your CSV file yet, follow the onscreen instructions in the Upload file window to download your transactions and then select the file you downloaded.
  4. Hit Open, then Next.
  5. From the QuickBooks Account drop-down list, select the bank or credit card account then select Next.
  6. Pick a Date, date format, Description, and Amount. Note: You can choose 1 column or 2 columns.
  7. Then Next.
  8. Click the checkboxes of the transactions to import and select Next.
  9. Tick Yes.
  10. Tap Let's go! when the Import completed notification appears.

 

To add you to the list of affected users, I suggest contacting our Support Team to give your account information. Once added, you'll receive updates on the current status of the issue and the resolution when available. 

 

Then, to review each downloaded transactions, you have to categorize and match them into QuickBooks Online.

 

Feel free to leave a reply below if you have further concerns about connecting the bank to QuickBooks. I want to make sure you're taken care of, and I'm here to help you anytime. Take care always.

B
bookkeepingexpert
February 9, 2021

Does anyone have a solution to this problem yet?  I can't reconnect credit card accounts because of error 'you're already sharing data from these accounts' 

P
properties-leanr
November 8, 2021

Ive just tried to add my chase accounts and I'm receiving this same message "you're already sharing date from these accounts" so it appears that as of Nov 8, 2021 this issue still exists.

Candice C
Candice C
November 8, 2021

Good afternoon, @properties-leanr. 

 

Thanks for chiming in on this thread. Let me point you in the right direction to fix this problem. 

 

If you're still having an issue, then I recommend contacting our Customer Support Team. They can use a screen share tool to see why this is occurring. Here's how: 

 

  1. Go to the Help icon in the top right-hand corner. 
  2. Press the Contact Us button. 
  3. Give a brief description of the issue and hit Let's talk. 
  4. Scroll down and choose to Get a callback. 

 

That's all there is to it! 

 

Please inform us on how the phone call goes. We're always here to lend a helping hand. Bye for now!

J
johnny2217
November 21, 2021

Here's how I resolved this:

- Log in to your Chase online bank with the account under which you have the problematic connection.

- Go to Security & Privacy (Last tab)

- Look for "Linked apps and websites" on the page

- You should see Quickbooks under active section

- Click Stop Sharing Data and Confirm

- Go back to QBO and link the bank account again

B
bazinga55
January 23, 2022

For me, I had to click on Security Center at the bottom right side of the page.

 

I removed the QBO access and now it works!

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