Hi there, @lucy-harris. Allow me to share some insights about your banking concern. After March 14, 2020 the bank data can only be downloaded into QuickBooks via Open Banking. This is a part of a new regulation that allows customers to share their financial information electronically. You'll need to re-authorise your bank. If this still doesn't work, I'd suggest to try disconnecting and reconnecting the bank connection to fix it. However, there are banks that don't support Open Banking feature as of the moment. For those banks that aren't using this feature, they're advised to manually bring in transactions using WebConnect. Now let's download the transactions from your bank, then log in to QBO and upload the CSV file: Login to your bank website and select the date range of transactions you want.Select the file type CSV to convert transaction data to.Save the transaction file to your computer.Login to QuickBooks Online, then go to the Banking menu and select Upload.Click the Browse button, then locate and click on your downloaded file.Click Yes on the notification asking if you want to import now.Select Let’s go once you'll be notified that the import is complete.You will be routed to the Downloaded Transactions window where the imported transactions will appear in the For Review section. You can check out these articles about concern and to know the financial institution that supports this feature: Open Banking FAQUnderstanding if you can upgrade your bank feeds to Open Banking I'll be here if you need anything else. Please don't hesitate to tag mt name in the comment section below. Stay safe.

Question

Is anyone having a problem reconnecting their bank after the 90 days expiry? The re-connection says it's successful but then still won't update the transactions .

Forum|Forum|6 years ago
July 9, 2020
3 replies
12 views

No text available

QuickBooks Online

MarsStephanieL

Level 6

Hi there, @lucy-harris.

Allow me to share some insights about your banking concern.

After March 14, 2020 the bank data can only be downloaded into QuickBooks via Open Banking. This is a part of a new regulation that allows customers to share their financial information electronically.

You'll need to re-authorise your bank. If this still doesn't work, I'd suggest to try disconnecting and reconnecting the bank connection to fix it.

However, there are banks that don't support Open Banking feature as of the moment. For those banks that aren't using this feature, they're advised to manually bring in transactions using WebConnect.

Now let's download the transactions from your bank, then log in to QBO and upload the CSV file:

Login to your bank website and select the date range of transactions you want.
Select the file type CSV to convert transaction data to.
Save the transaction file to your computer.
Login to QuickBooks Online, then go to the Banking menu and select Upload.
Click the Browse button, then locate and click on your downloaded file.
Click Yes on the notification asking if you want to import now.
Select Let’s go once you'll be notified that the import is complete.

You will be routed to the Downloaded Transactions window where the imported transactions will appear in the For Review section.

You can check out these articles about concern and to know the financial institution that supports this feature:

I'll be here if you need anything else. Please don't hesitate to tag mt name in the comment section below. Stay safe.

P

PedroLeitao

Hi Lucy, which bank are you having an issue with ?

J

James Read

We're just hitting our second 90 day period, when we need to re-approve Open Banking for Quickbooks Online and Barclays, and the reconnect process doesn't work this time either.

Last time, in April, we had to disconnect the accounts, and re-connect them to get it to work again (being careful to only import the most recent transactions).

This time, July, it has the same issue. The standard procedure fails, and the only solution is to disconnect the accounts, and re-connect them.

A

Ashleigh1

Level 14

Hello James,

When you try and reconnect the Barclays account are you getting any error codes or messages showing up to say why it won't reconnect the account back up for you.

J

jane72

Hi. I am having this problem with both a Natwest and Nationwide account. All seems to be going well and get the Green tick saying that it is connected but when you go back into the banking page there is an exclamation mark saying that it has been unsuccessful this time. Something about there is a new way to do this but it takes you to a screen telling you how to disconnect the accounts - is this really necessary???

I have cleared my computer from cookies as this has been a problem in the past but it hasn't made any difference this time!

Please can anyone help as I am beginning to lose the plot!

Thank you....

J

JamaicaA

QuickBooks Team

Please know that this isn't the kind of service we want you to experience with us, @jane72. I'm here to lend a hand in addressing your banking concerns.

I recognize the importance and urgency of getting this issue resolved. I also understand that we need the bank feeds to easily manage our bank transactions.

I'd like to inform you that we have an open investigation (inv–65066) regarding this issue. Rest assured that our engineering team is already working on a solution to the error that you're getting.

For now, I'd suggest reaching out to our support so you'll be added as one of the affected users. This way, you’ll receive a notification when a fix is available. Just make sure to check our support hours so you can contact us at a time convenient to you.

Here’s how to get in touch with our representatives:

Select Help (?) from your QBO account.
In QB Assistant, enter your concerns.
Select Contact Us to connect with a live support agent.
You can choose a way to connect with us: Start a chat or Call us.

At this time, you'll want to consider manually uploading your transactions to QuickBooks Online. With that, you'll need to format them into CSV files. Then, categorize and match them.

Once everything is good, you can connect your bank account again with QBO. You can also click this article to learn how to handle bank errors.

Your patience and understanding in this situation are much appreciated. Please let me know how this goes. If you have any other questions you need help with besides banking concerns, you can leave a reply below. It'll be my pleasure to assist you.

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