Question

Banking sync not working with Scotiabank after 2 factor authentication added

Forum|Forum|4 years ago
January 14, 2022
11 replies
0 views

Since 2 factor authentication was introduced with Scotiabank I am unable to update my banking transactions without having my phone on me, I have a bookkeeper so they can't update the transactions themselves anymore. Does anyone know of a fix for this besides going in there and updating the transactions myself periodically? Or when there will be a fix for this? Its been going on for months now.

QuickBooks Online

R

Rasa-LilaM

Thanks for turning to the Community about your banking concern, DJ60.

I’m here to guide you in the right direction to get your online banking up and running again.

The two-factor authentication is set by your Financial Institution to safeguard your access when using online banking. Since the security process is from Scotiabank, I recommend contacting their customer support for further assistance. They can provide other options on how to authenticate your account. Reaching out to them ensures that you no longer have to periodically update the entries.

To easily handle any banking-related issues, you can check the links below. These resources will guide you on how to get QuickBooks to download transactions again, find missing entries, and resolve online banking errors.

Let me know in the comment section below if you have additional questions about two-factor authentication and managing your bank feeds. I’ll be around to answer them for you. Have a good one.

D

dgdhddhehhr

This might win the title of least helpful post on the internet. We know what 2FA is. That’s why we use it. Your app doesn’t support it properly - as evidenced by the fact that I can add an account fresh and it works great - but it will never update / trigger 2FA ever again. Stop blaming / demeaning your customers - it’s YOUR software that is garbage (I’m a software engineer with decades experience of experience).

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sjfwhite

It appears that today the problem has gotten worse because of Quickbooks Online's display of the requirement for account verification. Before today, with Scotiabank, when selecting Update for accounts, the same page would display a checkbox that, once displayed, corresponded with the 2FA prompt on the Scotiabank app which, once authorized and the checkbox clicked on QBO, would result in the start of the account sync process. Now, however, upon clicking update on QBO, and authorizing the transaction on the Scotiabank app, only "1" icons appear on the accounts to be synced. Then, it's necessary to click the Manage Connections link and go through the laborious process of authorizing the synchronization that could previously be done from the previous screen. If this isn't evidence of Intuit's incompetence with management of 2FA authorization when syncing with accounts, I don't know what is.

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gcmcpa

I am also finding it difficult bringing in banking transactions for my scotiabank clients since the 2FA requirement. I constantly have to phone the client to open up the app to authorize me. I am not sure how this can be sustainable because I cannot be interrupting clients during their work day constantly so that I can do my work for them. I am hoping the bank or intuit can come up with a solution.

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jsdequipment

I also am having issues and the banks response is that this is how it is, it's completely unacceptable, it makes the program almost useless now as my bookkeeper can't do his job without me there, which defeats the purpose of having this feature. We pay good money for this program and if I recall I've had issues before with Scotia online and QuickBooks syncing, the problem took three months to fix and no one got any compensation.please look into this issue further, it is not the banks issue it is your software

Fiat Lux - ASIA

Utilize the trial version of MT Online to isolate the issue. It is designed to import into any bank or credit card in QuickBooks Online, so there is no specific setting needed. If the same error persists, there is an ongoing problem at your bank or connection.

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

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HG1963

This is an enormous issue and effectively prevents us Scotiabank users from using Quickbooks. This needs to be fixed immediately!

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Eric Hagen

Throwing my name in the Ring here this has been driving me and my book keeper insane!

Fiat Lux - ASIA

@Eric Hagen

You can utilize a 3rd party connector as I mentioned earlier for the time being.

I

ingrey645

I have also been having Scotiabank sync problems since 2FA was introduced. unable to use app to view transactions and update. So far I have had to use a PC to update scotiaonline transactions in quickbooks online, with my phone handy to authenticate the update into the PC. Can't have my bookkeeper do update as as my scotiabank app has to use face id to authenticate that it is me asking for the update.

I miss being able to do updates on phone app......

Please help!

Hi Bren123456,

Thanks for joining us here. QuickBooks Online is aware of the situation and our Development Team continues to work diligently on resolving the issue as soon as possible. As noted above, you can manually upload your transactions in the interim. If you'd like to have assistance with the manual upload process, or would like to receive a notification when the issue has been fixed, please don't hesitate to contact us.

Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.
Social Media: Facebook , Twitter , and Instagram .
Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

If you have any other questions, don't hesitate to reach back out. We're here for you!

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gcmcpa

Hi! Just an update for the people on this thread. I am both a QBO and Xero user. While QBO support has not provided any useful communication or assistance, the support team at Xero has been working with me and Yodlee on the issue. The bank feed issue is not just Scotiabank as I tried to onboard a TD bank client tonight and had the same issue. It appears that the system (whether it be QBO, Xero or the connecting system Yodlee) has not been updated to the banks roll out of 2FA. No useful solutions here but thought I would share my experience with others that are having the same problem. I do wish that QBO support had the same level of communication as other providers as I think silence (or repeatedly telling people to manually upload statements) just aggravates the situation.

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gcmcpa

Just an update to my update above. My Scotia clients' bank feeds now works in both QBO and Xero but initiating a refresh to the bank feed does require that the client authorize the 2FA notification on their phone for each update, so I have to arrange with the client to authorize when I do the refresh. Not ideal but at least it pulls in data now.

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obhorst

It works if your client is always available - but it's not a solution if you work during the day and your client is milking cows or working on construction or doing any number of other jobs that don't include sitting at a computer all day, or always having the cell phone handy.

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Emilymcc

I'm also annoyed by this. I thought I was alone dealing with it since I called almost a year ago. Would love an update.

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acurreo

Same here, Scotia 2FA has really messed up our flow. It's almost a year since they rolled out 2FA and there's no been updates

P

priesterelectric

Hi, did you get this resolved? I just had a six-month hassle myself. Maybe I can help....

O

obhorst

No, it is not yet resolved. Any help would be appreciated.

P

priesterelectric

Just to give details that might be different than your situation:

1. I am the bookkeeper but I sign into Quickbooks as the owner. We have only one sign-in we use between us.

2. "Updating" QB accounts doesn't always work right away, especially if have changed or edited the connection, eg. didn't work yesterday when I changed connection but did today.

3. I recommend disconnecting and re-connecting fresh each time you delete, add or edit the bank accounts you are downloading, eg. one of our credit cards changed numbers. I had to delete the entire connection in QB with bank and re-connect (bringing up our four bank accounts including the new credit card account). This is most important lesson I learned, lol.

4. The only way you can avoid having to press the "Push" button for you bookkeeper is to add her to your bank account at a level about equal to yourself. I was not comfortable to do that so we live with the "Push" situation. Basically, I text him to "Push" when needed which is not always convenient for him.

5. I asked the bank to add my phone number as an alternate to him but they don't have that function yet except as co-account holder.

I know this doesn't make life perfect but hope your functionality improves. Let me know if you have any more questions.

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TGiTA

Any updates to this thread? My bookkeeper is still trying to work around this problem.

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Trish_T

Hi TGiTA,

Thanks for joining us here. Having the ability to automatically update your transactions in QuickBooks Online can be a great time saver. However, when the connection fails, we need to look further into the unexpected behavior. I'd be happy to provide additional insight here!

It's important to note, when your login credentials are updated on your bank's website, they also need to be updated in QuickBooks Online. If your bank has made changes to the security features, please ensure that you're responding to all notifications that are available when you log into your bank, followed by also updating them in your QuickBooks account. I realize this is an extensive thread, with multiple suggestions, alternatives and repeated advice. For this reason, I encourage you to contact us using one of the methods below, so we can look into the situation from our end and ensure you're back to banking with QuickBooks Online as without further delay!

Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.
Social Media: Facebook, Twitter, and Instagram.
Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

Please feel free to get back to us here with any other questions or concerns. We're always happy to assist!

O

obhorst

We continue to find makeshift ways of doing what needs to be done. But it is time consuming. We drive to a client's site when it shouldn't be necessary. We download .csv files or get our clients to email them to us. Sometimes we send bank statements to third party software to have them converted to .csv. As far as expecting anything timely from Intuit or Scotiabank, we have pretty much given up. We make do somehow. It is discouraging and frustrating. I am in the process of switching 2 desktop customers to QBO but fortunately they are both BMO customers.

A

AngryDuck

How has Quickbooks not worked DIRECTLY with Scotiabank to either review or recreate a specific API to solve this problem? It's always the little guy that has to eat crow and work more hours, while the big boys continue to reap service charges and bank fees. 18 months to solve how to properly integrate handling a 2FA handshake is absurd. Get in the same room together and figure out why the provided API isn't working properly. Until then, give everyone affected by this a credit on their monthly bill. Enough is enough.

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Chad17

This is not just a Scotiabank issue I've contacting this useless company for over a year now cause they can't figure out how to sync RBC accounts ever since 2SV was initiated. I have to manually enter banking info for EVERY anytime I need to do some bookkeeping. Get your Sh!t together Quickbooks !

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obhorst

I now contact the client before I want to do their bookkeeping and ask them to update their banking information (if they know how). In some cases (Like Spend Dynamics with BMO) I need to have the client download (or I go to the client's site and do it myself) the .csv file which I then import into QBO. It has really created much extra work for us. It does not endear Intuit to me at all. I find the lower leverl employees to be good but not the mid to upper levels at Intuit. And just consider the amount of turnover they have had at the mid range. But Intuit continues to be successful!

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