Passkeys and Web Connect

It's great to see you back on the platform, @jeffc2. Let me provide some info about Passkeys and Web Connect.

For new banking connections that use passkeys, the Internet Data Exchange (IDX), doesn't support passkey authentication yet. Our widgets, hosted on the Intuit domain, require hosting on the bank's domain for passkey detection. Most banks don't support this feature, so you’ll need to keep using your usual credentials. However, this doesn't affect the validity of those credentials; our scripts will continue to run and process transactions as normal.

If your passkey is on the bank’s domain, reconnect your online banking feeds to secure the connection. To avoid service interruptions and issues with transaction flows in QBO, please re-authenticate using your Passkey security.

Before you disconnect your bank account from QBO, it's important to match or categorize all pending transactions. This step is essential to prevent any discrepancies or missing entries in your financial records when you establish a new secure connection. For detailed guidance on how to do this, please refer to our help articles:

1. Disconnect accounts connected to online banking in QuickBooks Online.
2. Connect bank and credit card accounts to QuickBooks Online.

Need more help with bookkeeping or navigating QuickBooks? Our QuickBooks Live Expert Assisted team is ready to assist you with a wide range of business tasks.

Once you receive your bank statement, compare and verify each transaction with those recorded in QuickBooks to maintain accuracy. For a guide on reconciliation, see our article: Reconcile an account in QuickBooks Online. It provides essential insights and steps to help maintain precise financial records.

Furthermore, to ensure smooth operation, could you please provide us with your bank's name? This will help us verify additional details and share more information with you.

Let us know if you need further details or assistance with QuickBooks Online (QBO) and online banking connectivity or security issues, Jeff. We're here to support your business needs 24/7.