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unlimitedland24-
April 2, 2024
Question

I have been trying to link our bank account & when it asks to email a bank verification code, I never get the code through to our email address (inbox or spam).

  • April 2, 2024
  • 1 reply
  • 0 views
I tried using Safari and Chrome and I can enter our online banking username and password, but then it asks for a verification code. When I click the email address on file, QB says the code was sent, but it never appears in our inbox (or spam).

1 reply

S
ShyMae
April 2, 2024

I understand how important it is to link your bank account seamlessly in QuickBooks Online, unlimitedland.

 

Before we move forward, I'd like to inquire about what bank you're trying to link. With that additional context, I can investigate if there are any known concerns related to it.

 

Have you encountered an Error 185? If so, please know that it indicates that your financial institution has implemented extra security measures, such as a security question or a one-time passcode, that you need to provide to proceed. It ensures that only authorized individuals can access the valuable assets and information of a bank or financial institution. 

 

If you haven't encountered an error, I recommend contacting your bank's support first to confirm whether it was sent through text or if the linked email address is accurate and matched. 

 

I'll add these resources as a guide in handling your bank transactions in QuickBooks Online:

 

 

You can revisit this thread whenever you need further assistance linking your bank account. I'm here to help you in any way. 

U
unlimitedland24-Author
April 3, 2024

Thank you! It’s Peoples Bank OH. 

 

I haven’t received any error code. It actually says the email has been sent, but it never appears in my inbox (or spam). 

I know that it isn’t the bank website because I tried logging in with a couple of other devices and servers (through the site directly) and it worked.
It asks if I want the code to come via email or call and I tried both (though QB it says both were sent) but nothing ever connects or comes through. 

I know it’s the correct email and phone number as well, because it shows the last couple of digits. 

I hope to figure it out soon! 

Thanks again! 

MJoy_D
MJoy_D
April 3, 2024

Thank you for providing us with additional details, unlimitedland.

 

I can share additional information that can help you link your bank and QuickBooks Online. 

 

To ensure a smooth connection between Peoples Bank OH and your QuickBooks Online account, I recommend contacting the Customer Support team at Peoples Bank OH. Inform them of the difficulty you're experiencing in receiving the passcode. They possess the necessary tools and expertise to help you resolve the issue promptly and securely.

 

After getting the code and adding your bank successfully, you can now match and categorize those transactions to add them to the right accounts: Categorize and match online bank transactions in QuickBooks Online. 

 

Additionally, to maintain the accuracy of your financial records, I suggest reconciling your accounts periodically to identify and address any discrepancies or duplicate transactions. You can learn how to reconcile an account in QuickBooks Online by following the steps outlined in this article: Reconcile an account in QuickBooks Online.

 

Keep me updated on your progress, and feel free to reach out if you need further assistance. We'll work together to resolve this issue and get your bank account linked seamlessly in QuickBooks Online. Have a great rest of the day!

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