Regulus
Level 2

Banking

DON't disconnect your account ... this is a long-standing issue - I have three Cap One CC's and they have had me disconnect them.  I disconnected one - can't get the feed to work so now ALL OF THOSE TRANSACTIONS ARE GONE!!!  

 

I have been working with CSR's for weeks and weeks now.  One of my cards has been unable to connect since 1/19/20!!  They have had the "engineers" working with Cap One for 5 weeks that I know of and they still have no answers.  

 

They "helpfully" suggested that I manually download and upload transactions.  Cap One doesn't allow you to download in the QBO format right now (big hint right there!!), so I downloaded a CSV file.  Fixed the formatting issues, tried to upload and QB won't recognize the format of the content of the file.  It sees it, it uploads it, it reads the column headings, but it refuses to recognize the date or amount.  Kind of defeats the purpose.  

 

I am good with programming - I am very good at working with spreadsheets and converting formatting and saving it all properly.  I have uploaded CSV files to other accounting programs with no issues.  I spent HOURS trying to get the formatting corrected - went through all of the tutorials, followed all of the steps - still can't get QB to recognizes dates ... DATES for crying out loud!  

 

The only other option I have is to MANUALLY ENTER hundreds of transactions from three different accounts.  Every week ... every week.  No - if this feed issue isn't solved in the next three weeks I am taking my business elsewhere.  I don't have time to spend hours on chats, phone calls, email streams trying to fix the most basic function of the program.  It's not worth it if I have to end up manually entering something that worked fine until January.  

 

But - whatever you do - DON'T DISCONNECT THE ACCOUNT, or you will lose all of those transactions.  You will either have to figure out how to get the file upload system to work, or manually enter to recover :-(.