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July 15, 2025
Question

How can we Update Servus bank info (transactions) now that they have 2FA? The bank has little support. I just tried QBO support and got no support.

  • July 15, 2025
  • 1 reply
  • 2 views

Previously, we had to manually update every day and authorize, so we moved to Servus. Servus now has 2FA and Updates do not work. We do not want to go back to daily manual updates and authorizations so that our bookkeeper and accountant can do their work.

1 reply

QuickBooks Team
July 15, 2025

This authentication was implemented by your bank to safeguard your account, Hohellio.

 

It can happen that the bank requires two-factor authentication (2FA) when updating transactions because QuickBooks Online (QBO) depends on the security requirements set by the bank. This prevents unauthorized access to your bank account as well as other automated services from being able to connect to your bank.

 

However, since your bank requires 2FA, I recommend contacting your bank provider to inquire if there is any specific setting or preference that would allow third-party apps like QuickBooks to access your bank data without needing to verify credentials every time transactions are updated.

 

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