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Replying to:
MBA6
Level 2

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Problem with your "solution" is that as bookkeepers we do not have access to the clients online bank credentials.  So when we need to update any of the transactions, we need to have the client approve that it is QBO (third party program) attempting to access the account.  They have to do this for each and every bank and credit card linked in QBO.  This is EXTREMELY frustrating for the client as we constantly interrupt their busy work day looking for banking credentials to be updated and approved by them.  There has to be a better "solution" than this.  Can you tell me why this isn't a problem with any of the other chartered banks and credit unions just Scotiabank and Scotiaconnect.  When asked to contact the bank by your help line, I did so and Scotiabank told myself and the client that this is not a Scotiabank issue but a QBO third party access issue.

Can you give a timeframe as to when this issue might possibly be corrected.  If not, can you please advise when you are going to start giving refunds for the fees that we pay each month for the QBO service?

 

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