jamespaul
Moderator
Moderator
‎May 10, 2022 12:37 PM

Account management

Hello, K West.

 

I would like to step in and turn the tables around regarding the Bank Feeds issue with Capital One. I'll help in any way I can and ensure you'll be able to get your transactions in the program. 

 

Did you receive an error message when attempting to download your transactions in the Bank Feeds? I'd appreciate if you could provide more details about this.

 

This way, we'll be able to lay down the necessary solutions to help you fix this. 

 

I see that you've already called our support from your previous replies. While waiting for the error details, we can take a shot at these solutions if you haven't done them already. 

 

We can download the Tool Hub and use the Program Problems utility to start the repair process: 

 

  1. Close QuickBooks.
  2. Download the recent version of the Tool Hub here: Fix common problems and errors with the QuickBooks Desktop Tool Hub.
  3. Run the executable file, then start the installation process. 
  4. After installing, run the Tool Hub. 
  5. On the list of utilities, select Program Problems then start the repair process. 

 

We can also switch to the Classic banking mode in QuickBooks. The modes handle the connection differently, which is a good way to determine the issue. Here's how to do it: 

 

  1. Go to the Edit menu, then select Preferences.
  2. Go to Checking then click the Company Preferences tab.
  3. Under the Bank Feeds section, select Classic Mode. 
  4. Click OK.

 

Go to the Bank Feeds then let's download the transactions from Capital One. 

 

Other solutions in fixing the Bank Feeds can be found here: Fix OL and OLSU Bank Feeds errors in QuickBooks Desktop.

 

Regarding the Web Connect file issue, we can also follow the steps outlined from this article: Fix Web Connect import errors.

 

After fixing the issue, we can take a look at this article for a guide if we're ready to reconcile your books: Reconcile an account in QuickBooks Desktop.

 

I'll still help you out if you have other concerns regarding your entries. If you have questions running reports or need to complete specific tasks in QuickBooks, let me know and I'll lend a hand. 

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