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A
alise1
November 25, 2019
Question

Issue with QB continually forcing us to reconnect our bank accounts. We reconnect successfully. But when our bookkeeper logs in, the accounts require another reset.

  • November 25, 2019
  • 3 replies
  • 0 views
Original commenter did not share additional details

3 replies

J
JamesDuanT
November 25, 2019

Hello alise1,

 

May I know the name of your financial institution? What specific error message or code did your bookkeeper receive? These details would help me review our system for any related issues.

 

While you're at it, you can ask your bookkeeper to do a few troubleshooting steps. Cache helps browser's background processes. However, it can cause issues when piled up on your browser. Here's how to get rid of any cache-related issues:

  1. Let your bookkeeper open a private window because it doesn't store cache. Then, let them access your company.
  2. If they can access the Banking page without being asked to reset, we can go back to your regular browser. Then, clear the cache.
  3. They can also use other supported browsers. Cache differs from every browsers and computers.

Additional details about this would be appreciated so we can help you more.

 

A
alise1Author
November 25, 2019
Sure thing! Our bank is New England Federal Credit Union. We have checked with them and they have said its not on their end. I will check on an error code.
 
I will say that we (the partners) have to constantly reconnect again and again for her. Its seems like her trying to see the accounts triggers this reset. 
 
I will have her clear her cache. She is accessing QB from the web since she is working remotely.
G
goalkeeperqueen
February 4, 2021

I'm having this issue as well. I use Navy Federal Credit Union and I have to reconnect all of my associated accounts every single day. I've done the troubleshooting steps and I still have nothing. My Chase account has never had an issue updating or connecting, just the FCU.

N
Nick_M
February 4, 2021

Hey there, goalkeeperqueen. 

 

Thanks for dropping by the Community, I'm happy to help get you in the right place. If you're still having issues with your Navy Federal Credit Union disconnecting. I would recommend reaching out to our support team. This is because they can look into your account on the back end and see if there's anything causing the disconnect. To reach them, follow these steps:

  1. Sign in to your QuickBooks Online company.
  2. Select Help (?) at the top right.
  3. Enter your concern, then select Let's talk.
  4. Select Contact Us to connect with a live support agent.
  5. Choose a way to connect with us:
    • Start a chat with a support expert.
    • Get a callback from the next available expert.

While you're waiting to hear back from them, you can check out this article, highlighting the bank connection process. If there's anything else I can do to help, feel free to post here anytime. Thanks and I hope you have a nice day.

L
Laura_castro
May 31, 2022

Hi there: I am having the same issue, I bank with Navy Federal Credit Union. I have to reconnect every 45-minutes. Have you found a solution to solve this? 

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Brava808
November 5, 2022

I have this issue with a client's AMX and Venmo. I reconnect them, having to ask client to send security code, it relinks, downloads info, then if I go to another account in QBO and come back they ask me to verify again. 

 

 

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