Why is my business account not linking to third party finance software?

Since the introduction of Multi-Factor Authentication (a mandatory security feature of Vancity online and mobile app banking) the account owner or delegate (Online Business Banking only feature) may be required to enter a one-time code when accessing their Vancity accounts. This could occur at login or when hitting refresh or update.

Follow these steps before using your finance software:

  1. Account owners must set up Multi-Factor Authentication (MFA) and accept the updated Business Member Agreement* in Online banking (desktop only) or on the Vancity Mobile App
  2. Account delegates (Online Business banking only) must set up Multi-Factor Authentication (MFA). Before the account delegate can access Online Business banking. the account owner that set up that delegate must have signed in and accepted the updated Business Member Agreement.

If you have not yet set up Multi-Factor Authentication (MFA), you will have to do this before reconnecting your software. See sample error below that signals member needs to enter a one-time code or set up MFA.

Sample error (Quickbooks online)

Quickbooks connection error

 

In this example, click on the complete secure connection error to proceed.

Then you will be prompted to send and then enter a one-time code received by text message, voice call or authenticator app.

If you are still experiencing difficulties, please contact the customer service line for the third-party software you are using.

 

 

*Please be aware of Sections 10(c) and 23 (k) of the Business Member Agreement which relates to your liability when disclosing sensitive information like your MEMBER CARD # and Online banking password.


© Intuit, Inc. All rights reserved. Intuit and QuickBooks are registered trademarks of Intuit, Inc.

 

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