Skip to main content
T
TrendyGroup
April 4, 2022
Solved

Quickbooks Desktop for Mac Plus 2022 - Download Online Banking Transactions

  • April 4, 2022
  • 2 replies
  • 0 views

I just upgraded to Quickbooks Desktop for Mac Plus 2022. When I Download transactions from my online bank American Express a window pop-up from Apple appears (attached). Even if I enter my correct computer password, the computer does not recognize it. I have to click on Deny and then another window Pops-up, this new window is the access to my online bank. I enter the ID and password from my online banking access to American Express and I can download all my recent transactions.

 

However, I should not have to go through the first Apple pop-up window and have to click on Deny to be able to access the second online banking pop-up window

Best answer by jamespaul

Hello, TrendyGroup.

 

I have a way to help you remove that first Apple pop-up window when accessing the Online Banking feature. 

 

From your screenshot, it looks like your Mac computer is on the process of verifying and checking QuickBooks (and its services). This usually happen you've changed machines. 

 

It's not really asking for the computer password but the one stored in the keychain. One way to see what the password is to open your Mac's keychain access program: 

 

  1. Use Spotlight and look for keychain access.
  2. On the top-right part, type QuickBooks in the search bar.
  3. Look for an entry for QuickBooks User.
  4. Double-click on the entry, then enter your Mac OS user account credentials.
  5. After entering the credentials, it will reveal the password that you need to enter in QuickBooks.

 

When the prompt pops up, enter the revealed password and click on Always allow. This will prevent the pop-up window from appearing again and will let you use the banking feature normally. 

 

If you're ready to add and match your transactions, we have a guide that'll help you with the process: Add and match transactions in QuickBooks Desktop for Mac.

 

If you'd like to use and utilize the Reports function well, this article has all the details you need: Customize reports in QuickBooks Desktop for Mac.

 

You can always use this thread if you have other questions in managing your bank transactions. Would you like some assistance recording other entries? Let me know and I'll guide you through the process. 

2 replies

J
jamespaulAnswer
April 4, 2022

Hello, TrendyGroup.

 

I have a way to help you remove that first Apple pop-up window when accessing the Online Banking feature. 

 

From your screenshot, it looks like your Mac computer is on the process of verifying and checking QuickBooks (and its services). This usually happen you've changed machines. 

 

It's not really asking for the computer password but the one stored in the keychain. One way to see what the password is to open your Mac's keychain access program: 

 

  1. Use Spotlight and look for keychain access.
  2. On the top-right part, type QuickBooks in the search bar.
  3. Look for an entry for QuickBooks User.
  4. Double-click on the entry, then enter your Mac OS user account credentials.
  5. After entering the credentials, it will reveal the password that you need to enter in QuickBooks.

 

When the prompt pops up, enter the revealed password and click on Always allow. This will prevent the pop-up window from appearing again and will let you use the banking feature normally. 

 

If you're ready to add and match your transactions, we have a guide that'll help you with the process: Add and match transactions in QuickBooks Desktop for Mac.

 

If you'd like to use and utilize the Reports function well, this article has all the details you need: Customize reports in QuickBooks Desktop for Mac.

 

You can always use this thread if you have other questions in managing your bank transactions. Would you like some assistance recording other entries? Let me know and I'll guide you through the process. 

T
twolcrazy
March 21, 2023

I am having an issue with downloading transactions.  The company has two accounts with one bank: checking and savings.  Pic 1, shows the download window with the account selection activated.  Why does the checking account show "Outdated - Bank ID =".  It should be Bank of Texas N.A.  How does one correct it?  When the checking account is selected the Download icon is grayed out.  When the Savings account is selected the Download icon is not grayed out.

 

Thanks,

John

R
rvrfrf
March 21, 2023

Thanks for joining this thread, twolcrazy.

 

Since you're seeing an "Outdated - Bank ID =" message when trying to download transactions from a particular account, I'd recommend disconnecting its connection, then reconnection it.

 

Here's how:
 

  1. Update your books to their latest release if they aren't yet.
  2. Download transactions in online banking.
  3. Add and match any previously downloaded transactions.
  4. Create a backup of the company file before proceeding.
  5. In your top menu bar, go to Lists, then Chart of Accounts.
  6. Right-click an account you'd like to disconnect and use its Edit account option.
  7. Access the Bank Settings tab.
  8. Click Deactivate all online services, then OK.
  9. Select Save & Close.

 

Now you can reconnect your account and check to see if the message continues displaying.

 

If you continue encountering it, you'll want to get in touch with our Customer Care team. They'll be able to pull up your account in a secure environment, conduct further research, and create an investigation ticket if necessary.

 

I'll be here to help if there's any additional questions. Have a wonderful day!

T
twolcrazy
March 21, 2023

Thank you for the information.  I have to wonder if those instructions assume QB Window Desktop, as several of the steps do not match QB Desktop for Mac Plus 2022, V21.0.9 R10.  Step 7 does not have a "Bank Settings tab".  There is an "Online Settings" button.  In the attached picture the bottom window is Edit Account.  The top window appears when the blue "Online Settings" button is clicked. 

Terms & ConditionsAccessibility statement