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eric-laxis-tech
February 24, 2023
Question

SVB recently switched to SVB Go, and I can no longer connect quickbook to SVB. Is there any way to fix it?

  • February 24, 2023
  • 3 replies
  • 0 views
Original commenter did not share additional details

3 replies

L
LeizylM
February 24, 2023

Hi there, eric-laxis-tech. 

 

I'm here to ensure you're able to connect to your bank account in QuickBooks Online (QBO). 

 

If your SVB bank switched to SVB Go it's likely that you'll have to change the way you access your accounts online. Let's contact the new bank (SVB Go) and check for the URL to ensure you're using the correct listing when you add or connect the account. 

 

Here's how:

 

  1. Go to Banking or Transactions on the left panel.
  2. Select Link account or Add account.
  3. In the Connect your bank or credit card to bring in your transactions field, enter the URL listed for your bank.
  4. Follow the on-screen instruction to connect your account.

 

For more information about managing and connecting bank accounts to QBO, you may refer to this article: Connect bank and credit card accounts to QuickBooks Online.

 

Once your bank transactions are inside QuickBooks, you can start the review process to ensure those transactions are matched and put on the correct accounts. Refer to this resource for detailed instructions: Categorize and match online bank transactions in QuickBooks Online.

 

I'm also sharing these resources below to give you more insights on what to do if transactions are not updating and fixing banking errors in QBO:

 

 

Please get back to us if you have any questions about connecting with your bank. We're here to further assist you 24/7.

E
eric-laxis-techAuthor
February 26, 2023

No. This is not a "NEW Bank". SVB made a change, by moving the login from SVB online to SVB Go. My account stays the same, but the login page changed. 

So if I added a new connection like you requested, I will have two connection to the same SVB account.

E
eric-laxis-techAuthor
February 26, 2023

In your website, I saw a new option "SVB Go". However I tried to connect to it, but it keeps throw our an error. Can you fix it? 

A lot of SVB customers are switching from SVB online to SVB Go. Please make sure we have a smooth transition.

 

    M
    Mari119
    September 9, 2023

    Interested if this matter got solved, as I have the same issue and no answer from QB.

    Bryan_M
    Bryan_M
    September 9, 2023

    We appreciate you for joining this thread, @Mari119. Let me answer your question and help you achieve your goal.

     

    To ensure that we can help you, we'd like to know if there's a specific error that shows up when you try to connect SVB to QuickBooks.

     

     If you're seeing a "Your Bank is making a change. Until you upgrade your bank connection, your transactions will stop automatically flowing into QuickBooks. To upgrade your connection, you will need to reconnect your account. (390)" message, you'll want to try reconnecting your account.

     

    Here's how:

     

    1. Use the Gear icon, then go to Bank accounts.
    2. Click Connect another account.
    3. In your search box, enter the name of your bank and the account type.
    4. Follow your onscreen instructions to finish connecting the account.

     

    In most cases, bank connection issues occur when:

     

    • The bank is performing system maintenance.
    • Some notifications need to be addressed on your financial institution's website, while signed in to the account.

     

    I'd recommend logging in to your bank website. And check if any alerts/notifications require attention:

     

    1. Review the account page for messages, notifications, alerts, etc.
    2. Check for any announcements from them.
    3. If any required actions need to be performed to complete them.
    4. Return to QuickBooks and try connecting your account again.

     

    Furthermore, I suggest contacting your bank support to check if it's still possible to connect QuickBooks to their bank.

     

     

    We'll also share these articles for future banking page navigations: 

     

     

    Please let me know how it goes. We want to ensure that your goal is achieved. Click the reply button below, and we'll answer you quickly. Keep safe.

    M
    Mari119
    September 14, 2023

    Thank you! The way you suggested, didn´t help at the moment, as the bank name SVB Go is not on the list.

     

    But this helped and seems at the moment the bank is connected

    1. go to your SVB account and hit profile on the top right

    2. click "manage user profile" and then "manage direct connect"

    3. generate direct connect PIN and then follow the steps until it gives you a username and a pin (it will be DIFFERENT than what your regular log in)

    4. Go back to QBO and find the silicon valley direct connect

    5. enter in the NEW username and login

     

    Thank you!

    K
    kris10x
    September 25, 2023

    This issue is still ongoing. Why has Quickbooks not created the proper SVB go connection to fix this problem? No SVB options in the bank connections work with SVB. Accounts were not changed in any way, just svb changed their login system. Login requires company ID, username, and password. I made a request to add the provider (despite SVB not being a new provider). Phone support told me it could take a week, which is unacceptable. Since so many have had this issue, it should have already been resolved. Please provide a quick solution. 

    M
    MB003
    October 27, 2023

    Is there a fix for this, yet?  I requested that QBO add the new SVB Go link to their list of bank connections on October 17th and no response yet. This is the link that I requested to be added https://connect.svb.com/#/ 

     

    I am not able to connect via direct connect since it shows that my accounts are already linked to SVB.  Should I disconnect them, then link via direct connect?  

    J
    JamaicaA
    October 27, 2023

    Thanks for looping in this thread, @MB003. I see that you already requested to add the new SVB Go link in QuickBooks Online last October 17. I'm here to share some updates and verify the need to disconnect or reconnect.

     

    The link you shared is currently not supported for the bank connection. This means that disconnecting and then linking via direct connection is unnecessary. I'm adding a screenshot for reference below:

     

    Please note that we rely on your financial institution to provide us with the necessary links for QuickBooks integration. Therefore, you must request your bank to update their available links to ensure a seamless log-in process.

     

    If you encounter error messages, refer to this article: What to do if you get a bank error or can't download transactions in QuickBooks Online.

     

    Once settled, review downloaded bank and credit card transactions to ensure they belong to the correct accounts: Categorize and match online bank transactions in QuickBooks Online.

     

    I hope this addresses your question regarding the links available for bank connections. If you need further assistance in managing transactions, add them below. I'll be here to guide you.

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