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Replying to:
Erika_K
QuickBooks Team

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I'll share some insights into why you're continually receiving messages that security info is needed before you can update your transactions, Kim.

 

The security information procedures happen when your financial institution programs these questions to guarantee a secure transmission of data. If you have set up multiple security questions, they will automatically populate every time you manually update your transactions. 

 

In this case, we can log in to your bank's website and verify if there are any alerts or notifications. If there are none, I suggest we open your account on an incognito window. This mode will prevent the browser history from being saved.  

 

Please refer to the following keyboard shortcuts based on your browser type:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P
  • Safari: Command + Shift + N

 

Also, I'd like to ask for more details about what you meant by copying the bank links and logging into your bank. Any additional information will be much appreciated. And may I know the name of your financial institution? Or if you've encountered a specific error? This way, I can further verify if there are any investigations related to this concern.  

 

Meanwhile, I recommend we manually upload your transactions using a CSV file. With this, we can get your transactions into QuickBooks so you can begin categorizing them to ensure accurate financial records. 

 

You can read this article to learn what to do if you encounter error messages or don't see recently downloaded data in QBO: What to do if you get a bank error or can't download transactions in QuickBooks Online

 

I'm still all ears if you have additional questions about manually updating your accounts in QBO. Take care always!

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