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finley-finleygho
August 12, 2021
Question

Anyone else having issues with bank feeds never being approved and the manual update no longer working?

  • August 12, 2021
  • 3 replies
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3 replies

IntuitSheila
August 12, 2021

Glad to have you here in the Community, finley-finleygho.

 

It can take up to 10 business days to activate a direct bank feeds connection in QuickBooks Online. Let me provide reasons why a direct bank feed was not approved.

 

You can verify the following below:

  • Has it been more than 10 days since client form was submitted.
  • Signatories on the client authority form is not clear or does not match with the bank.
  • Company ID, BSB and account number are incorrect.
  • Client authority form was not set to Intuit SISS.

Furthermore, if the bank account is also connected with Standard feeds connection, and found out the bank feed is not updating. You can perform an edit sign in info to refresh the connection. Here's how:

  1. Click on Banking/Transactions tab.
  2. Click on the Pencil icon of the bank account affected.
  3. Click on Edit sign in info.
  4. Enter your banks log in details, make sure to manually type the information.
  5. Click on Update.

Then, check your for review tab to see if the bank account updated with new bank feeds. To learn more about direct bank feeds, please check this article: Connecting your bank account to QuickBooks via Direct feed FAQ

 

If the issue remains I'd recommend contacting our QuickBooks Online Support Team to further check on this one for you.

 

Please keep me posted on how it goes. I'm here to help you out again.

 

finley-finleyghoAuthor
August 12, 2021

Thank you for the assistance.

 

Unfortunately, it has been well over 10 days.

 

When I click on the pencil of the account it only gives me the option to edit account details, not sign in details :(

IntuitSheila
August 12, 2021

Hello finley-finleygho,

 

If it has been more than 10 business days from the time you sent the client authority form, I suggest QuickBooks Online Customer Care (AU) for them to further check your account connection.

 

Here are the steps to contact support:

  1. Log in to your QuickBooks Online account.
  2. Go to the Help menu at the upper right. 
  3. Choose Contact Us. 
  4. Enter Account Management and Billing in the What can we help you with? box. 
  5. Click Let's talk. 
  6. Select Get a callback or Chat. 

For more details about how to connect the bank account using standard feeds connection, please check this article: Connect bank and credit card accounts to QuickBooks Online

 

Feel free to let us know if you have other concerns. Have a good day! 

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