Skip to main content
May 10, 2019
Question

Repetitive loss of Banking connection

  • May 10, 2019
  • 1 reply
  • 0 views

I am currently suffering from constant loss of connection between QB and my Bank (Barclays), which is making it hard to use the App as I am locked out from seeing up-to date information as I have to re-authorise QB using the Barclays Card reader.

 

Any information on this issue and how to resolve it would be great.

 

Thanks,

L

1 reply

May 10, 2019

Thanks for taking the time to post here in the Community, @InterspaceMedia

 

Let's perform some steps to help fix your Barclays connection issue. 

 

Upon connecting your bank account to QuickBooks, the security questions are set by the bank and these won't be changed. The purpose of re-authorising using the PINsentry card reader is to keep your online banking transactions secure. As such, we would still need you to enter the code on a regular basis to maintain this connection and allow us to download the transactions. 

 

Just to confirm, did you receive any error message when connecting your bank account into the program? This way, I can provide the accurate resolution to your concern. 

 

However, you can manually update your bank account to refresh the connection issue in the system. Here's how: 

 

  1. Go to Banking from the left menu. 
  2. Select Update on the Banking page. 
  3. When prompted, enter your Multi-Factor Authentication (MFA) credentials.
  4. Click Continue update.

 

If you're receiving any errors, you can check out this helpful article on how to fix them: Fix Online Banking Errors

 

This will get you in the right direction, @InterspaceMedia

 

I'm always here to help if there's anything else you need. Have a great day. 

May 11, 2019

Hi there,

Thanks for your reply,

 

I have attached a screenshot for clarification of the issue. I do not get an error code number, not one that is obvious at least.

 

To fix this issue, I have to follow the procedure you had listed in your reply:

"

  1. Go to Banking from the left menu. 
  2. Select Update on the Banking page. 
  3. When prompted, enter your Multi-Factor Authentication (MFA) credentials.
  4. Click Continue update."

However, this solution lasts only whilst I'm on the QB site or if I were to click refresh the connection to see if a payment has been made, the system loses connection and asks me to input the same information again without leaving the QB site.

 

I understand the need for security, but this is currently effecting the way I use the platform and the App and not making for a great experience.

 

Thanks,

L

May 12, 2019

Hi, InterspaceMedia. 

 

I appreciate the screenshot you’ve provided and for following the steps provided by my colleague. 
Since you’re still experiencing the issue, I’d recommend getting in touch with our support team. Here’s how:

  1. Click Help at the top. 
  2. Select Contact us. 
  3. Provide a brief information about your concern. 
  4. Click Let’s talk. 
  5. Select Get a callback. 

The support team can launch a viewing session to further investigate the issue. For now you can manually update your transactions through CSV. 

 

Stay around if you have other questions about QuickBooks.