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Did you encounter a specific bak error, ajg192?
If downloads seem stuck, or you want the latest available transactions, do a manual download:
- Go to the Banking menu or Transactions menu.
- Go to the Banking tab.
- Select Update.
Furthermore, you'll want to check your bank's website to see if you need the following:
- Check your account for messages, notifications, or alerts.
- Look for any display issues as you navigate the website. These can block QuickBooks from downloading new transactions.
- Check your bank’s website for any announcements about new security requirements.
Follow the links to fix specific download errors:
Let me know how it goes, I'd love to help you more.
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Thank you, I've done the manual update quite a few times. Does a quick spin and says "you're all caught up!". No error message, just no update. US Bank website is functioning as it should.
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Same issue. Just wasted an hour of my life with online support that did nothing.
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Hello there, @ajg192 and iggy097.
I appreciate your efforts in trying some steps to get this banking issue sorted out.
I'd like to make sure that we're on the same page so I can give you the right amount of information. May I know what specific financial institution are you having issues with? Any further details are much appreciated.
On the other hand, you can try checking your bank's website as suggested above to see if there are issues on your bank's end that may hinder the transactions from downloading.
Please see the link attached for complete details on what are information that you need to check: Learn what to do if you see error messages or don't see recently downloaded bank transactions.
If the same thing happens, I recommend reaching out to your financial institution to verify if they have ongoing system maintenance that may lead to this problem. This is because QBO is dependent on the transactions that they transmit in the system.
For now, to get your work done, you may manually upload your bank entries into QBO.
To do that:
- Click Banking from the left navigation panel.
- Pick File Upload from the Update drop-down menu or Upload transactions manually if there isn’t any bank connected to QBO.
- Select Browse and choose the file you downloaded.
- Choose an account from the list, then Next.
- Follow the on-screen instructions to map the fields.
- Select the transactions to import.
- Click Yes.
- Hit Let’s go.
For the information and steps on importing these files, see this article: Manually upload transactions into QuickBooks Online.
Please keep me posted on how things turn out. I'll be more than happy to share additional help at any time. Keep safe!
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Bank of America. The bank is fine. I've had it connected for over a year. Just stopped working on 2/7 - credit cards and paypal work fine.
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Thanks for the prompt response, iggy097.
We have received similar reports from other users having issues with Bank of America. Our engineers are currently working on finding a complete resolution so you'll be able to continue working with online banking.
In the meantime, I recommend reaching out to our QuickBooks Support. They can add your company details to the list of affected users for easy dissemination of updates once the fix is available. You can also have this investigation number (INV-54393) as your reference.
Here's how to reach us:
- Go to the Help menu at the upper right.
- Select Contact Us.
- Enter your concern.
- Click Let’s talk.
- Choose Get a callback.
- Type in your contact info.
- Select Confirm my call.
You can check out this article for our most updated contact information: Support hours and types.
I've got your back if you need more help while working with online banking or anything about QuickBooks. I'm always happy to lend a hand. Have a good one.
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My experience is if you manually download data while the bankfeed is not working then there is a whole stream of double entries once the feed opens again.
Just another waste of time.
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Hi-
I have Desktop Pro 2021. I closed a bank account at Suncoast Credit Union, and as in the past, disabled bank feeds for the remaining accounts, and then went into the Bank Feeds screen to re-enable the remaining accounts. I've had to do this in the past as otherwise the remaining bank feeds don't work. Reconnecting has always worked. Not this time.
My bank is no longer a selectable option in Step 1 - Bank Feeds. And no way to enter it manually, and not found with any combo of its name. It IS listed as a supported Financial Institution for Webconnect and Direct Connect. Spent almost an hour with Tech Support yesterday afternoon, and was promised a same-day call-back by the next tier up in Tech Support. No callback, and no way to reach anyone today. Help!
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It isn't the kind of experience that we want you to come across, AliceMaria1.
Let's check your internet security requirements of the Internet Explorer settings. Let me guide you how:
- Go to Tools ⚙.
- Select Internet options.
- Select Advanced, and scroll down to the Security section.
- See if you have TLS 1.2 checked. If not, select the box to turn it on.
- Select OK.
- Exit all open applications on your computer.
- Restart your computer, then try to download your transactions.
If the same issue persists, let's try downloading the transactions in a test company file. Here's how:
- From the File menu, select New Company.
- Select Express Start or Start Setup.
- Set up Bank Feeds for the affected account.
- Try try to download the items.
If the same thing happen, let's verify the compatibility of your bank with QuickBooks. Here's a reference as your guide: Step 3: Check if the file from your bank is compatible with QuickBooks.
Let me know how these steps work on your end. I'll be happy to help you out!
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Hi-
I've done all of that. The issue is a glitch on Quickbooks' side. My bank is supported, and I had successfully downloaded transactions as recently as April 9, until I disconnected and tried to reconnect. My bank is not able to be chosen from the Bank Feeds Step 1 screen. It is a supported Financial Institution. I can still download my credit card from the same bank. Quickbooks needs to make my bank selectable on the Bank Feeds Step 1 screen.
Try it yourself, and you will see the error:
- Go into Quickbooks Desktop Pro 2021.
- Go to the Banking tab at the top of the screen.
- Go to Bank Feeds
- Go to Set Up Bank Feeds for an Account
- The dialog box opens - Step 1 Find Your Bank.
- This is the step where my bank (Suncoast Credit Union) is not selectable.
To check that the bank is supported:
- Go to the Banking tab at the top of the screen.
- Go to Bank Feeds
- Go to Participating Financial Institutions
- Suncoast Credit Union is listed as a supported Financial Institution for webconnect and direct connect.
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Greetings, @AliceMaria1.
Thank you for giving us an update about your concern with banking feeds. Let me give you an idea of what to do.
Since you've tried all the options to fix your bank feeds and still experiencing the same thing, I suggest you reach out to our Customer Support team. Let me show you how:
- . Log in to your QuickBooks Online company.
- Click on the Help (?) button.
Choose between Talking to a Human or Chat.
You can read this article for the detailed steps: QuickBooks Online Support.
Let us know if you have further questions by leaving a comment. Have a nice day!
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Yes. I might start looking into alternatives to quickbooks at this point. It's a shame too because I like their product, but this ongoing on and off again issue with bank feeds is a deal breaker.
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Hi,
I am experiencing the same issue today.
I can not get my bank feeds to update properly, as I get a message to check back later.
I am trying to do our bank account reconciliations.
A status update on this would be great.
Thank you,
Matt Bowman
Thank you,
Matt Bowman
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Banking feature is my specialty, and I'll gladly show you the way, nctriangle.
I want to make sure that I'm able to get you both back to running your business. To help us resolve the problem, we can perform a manual refresh on your bank account. Here’s what you’ll need to do. You can manually update your bank account to help refresh your bank connection.
Here's how:
- Go to Banking at the left menu. This will open the Bank and Cards page.
- Select the account.
- Click Update.
Please see steps 2-4 in this article to continue the troubleshooting: What to do if you get a bank error or can't download transactions in QuickBooks Online.
Additionally, I've also included this article that'll help you manually import your bank transactions and keep your account balance and updated: Manually upload transactions into QuickBooks Online.
In case you'll need assistance in dealing with bank feeds, don't hesitate to get back on this thread. We're always here to help you.
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If you are using QBO/QBSE, utilize the trial version of SlickConnect to isolate the issue. It is designed to import into any bank or credit card in QuickBooks Online, so there is no specific setting needed. If the same error persists, there is an ongoing problem at your bank.
https://www.moneythumb.com/?ref=110
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You know it is your Direct Feed not returning correct information. Please just tell us when you will have it fixed, this time.
It is not the bank. It is you and your team knows it.
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Thank you for participating in this forum, @bborders. At the moment, I don't see an active investigation case in our records.
I'd like to know the specific error message you're receiving when trying to update your bank feeds? Any extra information you provide will aid us in refining our study and resolving your concerns.
You can also report the problem to our Customer Service team. They can assist you in checking the link between your bank and QuickBooks and request to investigate whenever necessary.
Check out the attached link for a complete outline of what information you need to check in case you see error messages or don't see recently downloaded bank transactions.
I expect to hear from you soon so that I can assist you with your banking concerns. Stay safe!
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Did your problem get resolved I'm running into the same problem?
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Did this problem get resolved for you, I'm having the same issue with no luck?
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Thanks for dropping by, @BGCC214.
I'll share with you another workaround to fix your banking concerns in QuickBooks Online (QBO).
Before we proceed, can you tell us more details about the error you're getting with? This way, I can provide the right steps in addressing the issue.
If you see a specific error message, check out the following links to fix it:
Moreover, you can try checking your bank's website to see if there are issues on your bank's end. You can look for any display issues as you navigate the website. These can block QuickBooks from downloading new transactions.
You can also reach out to your financial institution to verify if they have ongoing system maintenance that may lead to this problem.
In the meantime, you may manually upload your bank entries into QBO. Here's how:
- Go to the Banking menu or Transactions menu.
- Click File Upload from the Update drop-down menu.
- Select Browse and choose the file you downloaded.
- Choose an account from the list, then Next.
- Follow the on-screen instructions to map the fields and select the transactions to import.
- Click Yes and select Let’s go.
Once your transactions are in QuickBooks, you can now match and categorize them.
I've got your back if you need more help while working with online banking or anything about QuickBooks. I'm always happy to lend a hand. Have a good one.
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I'm having the same issue now for over a week. No error message, but the transactions are not pulling from bank feed. The bank balances are updating accurately.
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Hello there, @Petey_a203. I've got here steps to ensure your bank will download the latest transactions in QuickBooks Online (QBO).
Before we begin, may I know the specific bank you're having trouble with? Any information about this is a great help so I can provide you with a timely solution.
Let's start with checking your bank's website if there are any messages, notifications, or alerts you need to finish. These can block QBO from downloading new transactions. Here's how:
- Go to the Banking menu or Transactions menu.
- Select Link account to get the URL QuickBooks uses to connect:
- Search for your bank and select it.
- Next, copy the URL listed for your bank.
- Then, sign in to your bank or credit card's website using the copied URL.
From there, look for any display issues as you navigate the website. Check also your bank’s website for any announcements about new security requirements.
If everything is fine, do a manual download:
- Navigate to the Banking or Transactions menu.
- Then, go to the Banking tab.
- Click Update.
If you can't still see the transactions, you can follow Step 3 in this article: What to do if you get a bank error or can't download transactions in QuickBooks Online.
You can also, manually import your bank transactions in QBO. Once transactions are in, you'll now need to categorize and match them in QBO to make sure they are allocated to the correct account.
Reviewing your accounts to ensure that real-life bank and QBO balances are in sync is a breeze. This can be done by performing the reconciliation process. Once finished, you can also pull up a reconciliation report that you can save to serve as a reference to avoid reconciliation issues in the future.
I'm always around if you have any other concerns about downloading your bank's latest transactions in QBO. Don't hesitate to post a reply below. Have a good one.
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We are experiencing this with fairfieldcountybank.com and liberty-bank.com. The bank sites are working fine and there have been no changes.
We have tried these tips several times with no luck. We do not want to upload transactions manually... the point of paying for Quickbooks is the bank feed. Please escalate this issue.
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Thanks for following this thread, Petey_a2031.
I want to route you to the support that can help further investigate your issue with fairfieldcountybank.com and liberty-bank.com.
The above-mentioned troubleshooting steps are used to help fix issues with the bank feeds in QuickBooks Online (QBO). Since you've tried them to no avail, I recommend contacting our QuickBooks Care Team for a more indepth investigation. This way, they can find concrete solutions so you can continue working with bank transactions.
Here's how:
- Go to the Help menu at the upper right.
- Select Contact Us.
- Enter your concern.
- Click Let’s talk.
- Choose Get a callback.
- Type in your contact info.
- Select Confirm my call.
You can check out this article for our most updated contact information: Support hours and types.
If you encounter any other online banking errors, please check out this article for some troubleshooting steps: Fix online banking errors in QuickBooks Online.
Also, here's an article you can read for the steps on how to match and manage your downloaded transactions: Categorize and match online bank transactions in QuickBooks Online.
I've got your back if you need more help while working with online banking or anything about QuickBooks. I'm always happy to lend a hand. Have a good one.