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Experienced Member
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Bank Feeds

I have been able to download transactions from my Citibank account to my Bank account in QuickBooks Desktop for 2 years, but now suddenly it does not recognize my Bank account in QuickBooks.  The account has online access activated.  It has not had an issue up until this week.  How do I resolve this?  I do not want to lose the past 2 years of data, so I do not want to create a new account.  Please advise.

 

Best answer a month ago

Accepted Solutions
Highlighted
QuickBooks Team

Re: Bank Feeds

Hello magee508,

 

Thank you for dropping by here in the Community. I'm here to lend a hand with your concern about uploading bank transactions in QuickBooks Desktop.

 

Before uploading the WebConnect file from your bank, you may need to deactivate Bank Feeds first for that specific account.

 

Here's how:

 

  1. Click the List tab at the top menu bar.
  2. Select Chart of Accounts.
  3. Right-click the account.
  4. Click Edit Account.
  5. Go to the Bank Feed Settings tab.
  6. Select Deactivate all online services.
  7. Select OK.
  8. Click Save & Close.

 

1.JPG

 

Please note that you need to delete or match any pending transactions in your Bank Feeds Center if you get an error message upon performing the process.

 

For additional insight into deactivating Bank Feeds, please visit the article that I recommend:

 

Deactivate Bank Feeds for an account.

 

Please keep in touch with me here should you need any further assistance with uploading your bank data using the WebConnect feature. The Community always has your back.

4 Comments
QuickBooks Team

Re: Bank Feeds

Thanks for letting me know about the issue you're getting, @magee508.

 

I'm here to help make sure that you're able to download bank transactions in QuickBooks Desktop (QBDT).

 

I checked if there's an ongoing issue about this, but there isn't currently one. QuickBooks is dependent on what your bank shares with us and it’s possible that they're experiencing technical difficulties. I suggest reaching out to them to verify what causes this problem when downloading transactions.

 

In the meantime, you can import bank transactions using our WebConnect feature. There are two ways on how to do this:

 

Option 1. From outside QuickBooks:

 

1. Log into your bank through a web browser. Use your customer ID and PIN or password.
2. Download and save the online transaction activity via QuickBooks WebConnect (.QBO) file, then import them.

 

Option 2. Inside QuickBooks:

 

1. Go the Banking menu at the top, then pick Bank Feeds and Bank Feeds Center.
2. On your bank, then select Download Transactions.
3. A QuickBooks browser window opens and displays your bank's website. Enter your customer ID and PIN or password.

 

This should get you the most recent transactions. For additional information, check out this article for further guidance: Download Bank Feed transactions.

 

Please let me know how the call goes. I'm always here if you need anything else or should you have additional questions. Have a great rest of the day.

Experienced Member

Re: Bank Feeds

I have done all those steps.  However, I get a message box that says:
Select Bank Account.  QuickBooks does not have an online account to handle these transactions.  Please make a selection below.  

And then it asks me to choose "Use an existing QuickBooks account" or "Create a new QuickBooks account"

However when I choose "User an existing QuickBooks account", it does not list the bank account that I do already have set up with online access.  I have been able to access the bank account for 2 years but suddenly QuickBooks now cannot connect.

 

Please advise.

Experienced Member

Re: Bank Feeds

Hello, I am able to complete the steps you mention up to downloading the transactions from my external bank.  

However, then I get a pop-up box in QuickBooks that says:

"Select a Bank Account.  QuickBooks does not have an online account to handle these transactions.  Please make a selection below.

Use an existing QuickBooks account.

Create a new QuickBooks account."

 

However, I already have a QuickBooks bank account set up with online access that I have been downloading transactions to for 2 years.  But that QuickBooks bank account is not an available option under "Use an existing QuickBooks account".

Please advise.  

Highlighted
QuickBooks Team

Re: Bank Feeds

Hello magee508,

 

Thank you for dropping by here in the Community. I'm here to lend a hand with your concern about uploading bank transactions in QuickBooks Desktop.

 

Before uploading the WebConnect file from your bank, you may need to deactivate Bank Feeds first for that specific account.

 

Here's how:

 

  1. Click the List tab at the top menu bar.
  2. Select Chart of Accounts.
  3. Right-click the account.
  4. Click Edit Account.
  5. Go to the Bank Feed Settings tab.
  6. Select Deactivate all online services.
  7. Select OK.
  8. Click Save & Close.

 

1.JPG

 

Please note that you need to delete or match any pending transactions in your Bank Feeds Center if you get an error message upon performing the process.

 

For additional insight into deactivating Bank Feeds, please visit the article that I recommend:

 

Deactivate Bank Feeds for an account.

 

Please keep in touch with me here should you need any further assistance with uploading your bank data using the WebConnect feature. The Community always has your back.