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Pavan Nipanikar
May 18, 2021
Question

Linking & updating SBI Babk Account

  • May 18, 2021
  • 1 reply
  • 0 views

I am facing an issue while updating the linked SBI Account in QBAOI.
Update getting failed as SBI, 2 months back added OTP security layer for login into online banking.

I had brought this to the knowledge of Customer Support but they have not resolved yet.
Does anyone face the same issue? Have you got a fix for it?

1 reply

S
SarahannC
May 18, 2021

Hello there, Pavan Nipanikar.

 

I can see the importance of syncing your bank account to QuickBooks now.

 

As long as your financial institution is supported to QuickBooks and there's no ongoing issue on your bank's end and QBO, you should be able to link the account into the program.

 

For now,  you can manually upload the bank transactions using the CSV file to continue bringing them to QuickBooks. First, download transactions from your bank by logging in to your bank's website. Then, follow the given instructions on how to download transactions and save the file on your desktop or anywhere you can easily find it. Once done, upload them to your book by following these steps:

 

  1. Sign to your QBO account and select Transactions on the left panel.
  2. Click the Link account drop-down arrow.
  3. Select Upload from file. Then, click the file you've saved on your computer.

 

You can use these articles as additional reference in fixing bank upload errors, categorizing transactions after imported them, and the reconciliation workflow in QBO:

 

 

Still, I'd recommend getting in touch with our live support to gather details about the issue you've shared with them: 

 

  1. Sign in to your QuickBooks Online account.
  2. Go to Help > QB Assistant.
  3. Type Talk to a human and select either Ask me a question or Contact Support Team.

 

Let me know if you have other questions. I'm right here to assist you anytime. Stay safe.

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