Skip to main content
V
vicente1
January 11, 2022
Question

Since First Entertainment Credit Union updated its site earlier this year, I am unable to connect my account to Intuit Self-Employed.

  • January 11, 2022
  • 2 replies
  • 0 views
It worked without any issues for years, but now Intuit shows a connection error every time I log in, and even after providing my credentials and seeing it as connected, the transactions do not transfer to Intuit. Is anybody working with this institution without any problems?

2 replies

T
TirzahC
January 11, 2022

I've come to further help you connect your First Entertainment Credit Union bank to QuickBooks Self-Employed, vicente1.  

 

At this time, the FDIC insured credit union account isn't supported in QuickBooks Self-Employed. You can send a request to our product engineers so they can coordinate with FDIC insured credit union management. This way, they can consider adding it in the future update. Here's how:

 

  1. Click the Gear icon, then select Bank accounts Enter FDIC from the search bar.
  2. Select the Still can't find your bank link. In the Bank name field, enter the full name of the account (FDIC insured credit union).
  3. Paste the bank's URL in the field, then click Request.

 

You may also want to manually upload your bank transactions to QBSE. To do this, you simply need to download the transactions from your bank's website in a CSV file format. 

 

In case you need a handy reference about connecting banks in QBSE, feel free to check this out: Connect bank and credit card accounts to QuickBooks Self-Employed.   

 

You might also want to read this article to learn how to categorize transactions: Categorize transactions in QuickBooks Self-Employed.

 

Keep in touch if you need any more assistance with this, or there's something else I can do for you. I've got your back. Have a good day. 

V
vicente1Author
January 12, 2022

Unfortunately copying and pasting the bank's URL did not make a difference. Importing the transactions manually with CSV files worked, but it was not an option. I have a number of accounts with that bank and it would be way too time-consuming, defeating the purpose of using Quickbooks. 

 

Luckily, after a few tries, a Quickbooks customer service representative was able to find a solution. It seems that the bank might have changed the security protocols for their website at some point.

 

The fix was to remove the bank from Quickbooks, then go to the bank's portal and turn off 2-factor authentication. Then the bank can be added back to Quickbooks. After confirming that all the transactions sync with Quickbooks, you can go back to the bank's portal and turn 2-factor back on.

 

This has addressed the problem and the transactions are still syncing after turning 2-factor back on. The main inconvenience is that after deleting the accounts all information is lost, and when the account is added back, Quickbooks only imports about a year of transactions. The customer service representative went the extra mile by manually bringing back all my older transactions, in a process that took a good couple of hours. 

Fiat Lux - ASIA
Fiat Lux - ASIA
January 11, 2022

@vicente1 

Explore MT Online as a workaround.

https://www.moneythumb.com/?ref=110

 

Terms & ConditionsAccessibility statement