Have any questions for our team about Bank Connections?

Hi Scott,

Thanks for posting in the Community!

Are you using the QuickBooks Desktop version? Right now, you have reached the support desk for QuickBooks Online Australia. 

 I recommend contacting the QuickBooks Desktop team. They'll be the best support that can provide you with the information you need to help reconnect the Chase account you're having issues with. Please use this link quickbooks.intuit.com/learn-support/en-us/contact and select the product. Or you can click on the Help icon in your QuickBooks file to contact support. 

Post again in the Community if you have further QuickBooks Online concerns. 

I can share some information that can help you with resolving the error you're having with your bank account, gbryson.

I suggest further contacting our Customer Support team to check the connection between your bank and QuickBooks Online. They have the tools to check this information in a safe and secure environment. 

Follow the steps below: 

1. Go to the Help icon to connect to a live support agent.
2. Go to the Search tab and click on the Contact Us button.
3. Provide us with some information about your concern in the What can we help you with? box and click on Continue. 
4. You'll now be provided options on how to connect to our Customer Support.

You can check this article for more information about the different types of support we offer and their availability: QuickBooks Online Support.

Here's more information about the difference between standard and direct bank connections: Upgrade to a Bendigo Bank direct bank connection in QuickBooks Online.

In the meantime, consider adding transactions directly to an account by getting transactions from your bank and uploading them to your account: Manually upload your transactions, receipts, and bills into QuickBooks Online.

Let me know if you need more help with your bank transactions. I'm always here to assist you. Have a wonderful day!

Hi, @tigerfish. Thank you for joining the thread and explaining your situation with duplicate bank transactions and bank rules.

It's possible that setting up rules with the 'Any' criteria and having similar rules can contribute to duplicate bank transaction issues. I can provide the steps for deleting a bank rule in QuickBooks Online (QBO). 

Aside from deleting a bank rule to address the problem, consider refining or disabling it. Here's how:

1. Go to the Gear icon. Then, select Rules.
2. Find the rule associated with the duplicate transactions downloaded on your bank feed.
3. Select the dropdown arrow under the Actions column.
4. Click on Edit to modify the rule to include only specific transactions.
5. Hit Disable if you want to have a record of the rule and have it not apply to future downloaded transactions.  
6. If you choose to delete a rule, choose Delete. Then, Yes.

Moreover, if you have duplicated download transactions in the For Review section, consider excluding one to resolve it.

For future reference, let me add this article about reconciling your accounts in QBO after you've categorised your transactions: Reconcile an account in QuickBooks Online.

We'll be here in the Community if you have further questions about managing bank rules or dealing with duplicated transactions in QBO. We'll do our best to assist. Take care!

Hi JenOT,

You can exclude the transactions downloaded from the original bank account to not add them in QuickBooks. Let me guide you how to exclude those transactions.

1. Click on Bank transactions tab.
2. Click on the For review.
3. Select the transactions that downloaded from the original/incorrect account.
4. Click on Exclude selected.

The transactions will move to Excluded tab. You can delete the transaction from there to completely remove them on file.

Drop by again in the Community if you need more help with your bank feeds.

Hi Greg,

Thank you for posting in the Community! 

I can understand you're having fundamental issues with your PayPal bank connection in QuickBooks Online. Our team found out that PayPal bank feeds download multicurrency payments/transactions as AUD in QuickBooks Online for example USD10 may appear as AUD10. To avoid incorrect data download in QBO, the system is unable to support foreign currency PayPal accounts be connected. 

Know that this has been passed to our banking engineers and our developers for a fix and enhancement.

In the meantime, if there won't be any further foreign transaction processed in the PayPal account, please complete the categorisation of your transaction and then disconnect and re-link the PayPal or manually upload the transactions using CSV file.

Drop by again in the Community if you have other QuickBooks concerns. 

Hi Heidi,

Thanks for posting in the Community. 

Banking error 102 occurs when there's a problem from your bank's end. Either their website may be undergoing maintenance or have server issues causing interruption between online bank connection to QuickBooks. Here's what to do if you see error 102 or 105.

1. Click on the Transactions tab and choose Bank transactions.
2. Select the Bank account affected.
3. Click on the pencil icon, and click on Edit sign in info.
4. Manually enter your bank's log in details.
5. Click on Save and connect.

Check if new transactions has downloaded. If the issue persists, I recommend contacting our Customer Care Team. That way, they can escalate the connection to our banking engineers.

In the meantime, you can manually upload CSV files to add your bank transactions in QBO. 

Feel free to comment bloe if you need more help with QuickBooks Online.

We appreciate you for joining this thread, Milla. 

Let's ensure you can utilize your bank account in QuickBooks Online (QBO) and show its bank transactions.

Please know that only Business and Personal bank accounts are supported by CBA Direct Feeds. If it's not one of these, then that is the reason why it shows rejected.

On the contrary, if you use one of the mentioned accounts in CBA, let's perform some banking troubleshooting steps. Here's how:

1. Ensure that your bank's connection status is green.
2. Check if your bank still supports the connection. You can find an up-to-date list of those institutions as well as steps on moving forward here.
3. Once done, refresh your feed by clicking the Refresh icon in the Bank transactions section. Take note of the QuickBooks downloads around 10 PM.
4. Review the CBA websites if there are issues on their end.
5. Once done, update your bank info in QBO.

Feel free to read this article for more info: Troubleshoot unknown bank and transaction errors.

If you want to categorise your bank transactions automatically, feel free to read this article: Set up bank rules to categorise online banking transactions in QuickBooks Online.

Don't hesitate to reply to this post if you have additional questions about managing your bank transactions. We'll respond as soon as possible. Keep safe, and have a good day.

I had the exact same issue (Commbank alert re unrecognised login from USA on a Linux device). I assumed it was Quickbooks although no one from Quickbooks was able to confirm it was them. Issue kept happening and had Commbank lock my account twice because I was hesitant to confirm that it was me logging in. Ended up setting up a direct feed to avoid the issue.

Your security is our top priority, @L1231. I'm here to ensure you can safeguard your data.

The security alerts you receive are based on the security measures implemented by your bank, not just within QuickBooks Online (QBO). Both systems work together to ensure the secure and dependable management of your financial accounts. Rest assured that this issue will not occur in the future.

With regards to your concern, @LEH115. The Bill Pay powered by Melio integration was discontinued last May 20, 2024. Thus, I recommend contacting Melio's customer service about the bill payment your vendor never received to investigate this issue further and will guide you in tracking the payment.

If you want to utilise bank rules to automatically categorise transactions from your bank, you can visit this article: Set up bank rules to categorise online banking transactions in QuickBooks Online.

If you have additional concerns about security alerts @L1231 and bill payment @LEH115, please add a reply below. We'll get back and lend a hand again.