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T
tom-hinefitness-
August 6, 2022
Question

Is anyone else having issues connecting OCBC Business accounts at the moment?

  • August 6, 2022
  • 1 reply
  • 2 views
No text available

1 reply

M
mv32
Level 8
August 6, 2022

Welcome to the Community, @tom-hinefitness-.

 

There have been no reported issues with connecting the OCBC Business account at this time.

 

On the other hand, are you trying to generate an OTP, or are you having an error while trying to connect your OCBC business account?

 

Nevertheless, here's how we can generate an OTP:

 

  1. Launch the OCBC Business Mobile Banking app on the mobile phone.
  2. Select OneToken from the menu on the right.
  3. Select For account login, then enter your OneToken PIN to generate an OTP.

 

If you're getting an error, you can check this reference for the lists of possible solutions depending on the error: What to do if you get a bank error or can't download transactions in QuickBooks Online?

 

Once connected, you'll want to categorise transactions. I've added this article as your guide: Categorise and match online bank transactions in QuickBooks Online.

 

Let me know if you have other banking connection concerns with your QuickBooks account. Keep safe!

T
tom-hinefitness-Author
August 6, 2022

None of this works unfortunately. The connection had been working perfectly well until 3 days ago.

 

When I try to update my bank account transactions, I go through the multiple steps as usual with OTPs etc (this has always worked), but then I get asked to re-enter my login details. I have also done this multiple times, but I just get stuck in a loop of the system asking me to re-enter my login details again and again. 

 

I have double and triple checked that I have entered the correct login details, and also that my online banking is working properly.

 

I had a conversation with the help desk yesterday and they told me that there was maintenance going on at OCBC, but I am not convinced that this is the case as the issue has been persisting for over 3 days now.

C
ChristineJoieRQuickBooks Team
QuickBooks Team
August 6, 2022

Hello, @tom-hinefitness-.

 

I'm here to bring you in the right direction to be able to resolve this issue you've currently encountered in connecting your bank account in QuickBooks Online.

 

I'd recommend contacting our support team again to look into the error further. We check our support hours to ensure that you contact us anytime at your convenience.

 

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

 

  1. Log in to your QuickBooks Online account.
  2. Click the  Help button at the top right corner.
  3. Go to the Search tab, then select Contact Us.
  4. Enter a brief discussion with your concern, then click Continue.
  5. Choose a way to connect with us: Ask the community, Start a chat or Get a callback.

 

If everything is in order, QuickBooks will automatically categorise transactions downloaded from the bank. For more information, see this article for your reference: Categorise and match online bank transactions in QuickBooks Online.

 

QuickBooks gets better at categorizing as it uses your bank rules more. Want to set up bank rules? The steps are available here: Set up bank rules to categorise online banking transactions in QuickBooks Online

 

In addition, you can use this article if you need additional details in reconciling your books: Reconcile an account in QuickBooks Online.

 

Get back to us if you still need clarification after calling our support team. I'll be right here around the corner. Have a good one.

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