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Everything you need to know about connecting your bank and credit cards in QuickBooks Online

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Replying to:
ceebee
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@EmmaM wrote:

Hello Polymorph, Having looked at the background of your bank connection in the Self-Employed product it is showing the connection you have is on the old feed type, this is likely why it is asking for it every time. The open banking connection type means you have to give auth for 90 days but it will not ask you again for authorisation(unless the bank themselves change something fundamental like the bank account name for example)First Direct have now upgraded to an open banking connection. If you go to the cog in the top right and bank accounts can you see an option to upgrade?



This worked for me after a random morning trying to get connected and some NOT VERY HELPFUL QBO error messages, "Some unexpected happened [...]".  The "reconnect" alert against the accounts needs to link to the Upgrade link which is on the right of the window then you can move to Open Banking functionality.

Another slab of time wasted.

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