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K
kschult2
January 18, 2024
Question

Northern Trust not connecting with QBO

  • January 18, 2024
  • 2 replies
  • 0 views

NT switched a two factor authentication and now I cant download anything. I have received zero help from the QBO help desk per usual

2 replies

Tori B
Tori B
January 18, 2024

Hey there, @kschult2.

 

Thanks for taking the time to reach out to the QuickBooks Community. I hope you're having a great day so far. 

 

I was looking at our back end to see if we had any open investigations for this issue. I found one investigation, but it has been closed as resolved. The resolution is ensuring that you re authenticate your connection. I'm including some steps below to help walk you through the process. 

 

  1. Sign in to QuickBooks Online.
  2. Go to Bookkeeping then Transactions then select Bank transactions or go to Banking.
  3. Hit Update.
  4. If you still see the error, look for a banner on the Banking page. Click on the Check connections link and follow the steps to fix the issue.

 

However, in the case that you're still having issues, I recommend contacting our Technical Support Team. This way, one of our agents can review your account in a secure environment to investigate this matter. If needed, the agent can send this to our Engineers for further review. 

 

Here's a link to connect with our team directly: 

 

 

Please let me know if there is anything else I can assist you with. Take care and have a wonderful day!

 

 

K
kschult2Author
January 18, 2024

Tori, this is driving me nuts. Yes, the ticket was INV- 97591 and it is NOT RESOLVED. I have multiple companies with multiple usernames and every single out is not working with NT. I tried to start over and use my credentials from scratch but when I search for the bank on "connect your account" page, when I look up NT it says " ! unavailable " so I cant even attempt to reconnect it. NOBODY is helping me at QB, I've talked to multiple support people.

S
SashaMC
January 18, 2024

Hey kschult2,

 

Thank you for reaching out to the QuickBooks Community. I was able to find the current workaround, which would be to manually upload the transactions until the issue is resolved. 

 

  1. Go to Transactions, then Bank transactions (Take me there).
  2. Click Upload transactions.
  3. Hit Drag and drop or select files and select the file you downloaded from your bank. Then select Continue.
  4. In the QuickBooks account ▼ dropdown, select the account you want to upload the transactions into. Then select Continue.
  5. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.
  6. Choose the transactions you would like to import. Then select Continue.
  7. Select Yes.
  8. When you accept your transactions, select Done.

 

From there, you can match and categorize your transactions. I am adding this video presentation that will aid you as you do this.

 

Let me know if you have further questions! We are here to help. 

4
4Gal
January 18, 2024

@kschult2 

You can use MT Online or one of the converter tools with a one time license (e.g csv2qbo @ $60) for the time being.
https://www.moneythumb.com/?ref=110

 

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