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June 22, 2022
Question

Is there a way to stop having clients bank accounts become unlinked?

  • June 22, 2022
  • 1 reply
  • 0 views
My clients are being asked to reconnect their back accounts on a regular basis why?

1 reply

June 22, 2022

Hi there hroach-bkkg-gmai,

 

It's vital that all the transactions for a company be reported in the books. QuickBooks Online is a great tool abe to import transactions from various banks in order to help save time with data entry. I can provide some information about bank connections.

 

Usually, when a bank connection is disrupted, a security update is done by the bank to help strengthen the security of their site. This can in turn disconnect an account's connection to QuickBooks, needing for the accounts to be reconnected by entering the sign-in information once more. There isn't any specific step that you can take to prevent these errors from happening as it's for the security of the accounts, but you'd just need to enter the login credentials to get the connection going again.

 

If you have any other questions. feel free to reach out here.