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Intuit Lynn
Moderator

Have any questions for our team about Bank Connections?

Let's talk invoicing (2).png

 

We’d love to support you on your journey with bank connections.

 

If you’ve got any questions, select ‘reply’ to post a question in this thread and have your questions answered by qualified QuickBooks Online experts.

 

Hopefully, you’ll help other QuickBooks users with the same questions out in the process!

 

Did you check out our Connect and manage your bank account in QuickBooks Online help article?

 

92 Comments 92
Annie01
Level 1

Have any questions for our team about Bank Connections?

I'm having continual problems trying to reconnect ANZ direct feeds. I tried many times through the prompt on the bank transactions screen to no avail whilst continually getting this message "Something unexpected happened before we could complete your form. Complete the information again to continue enrolment' Which I have tried many times. So then I disconnected my ANZ account and tried to connect again, same thing. I have disonnected QBO on the ANZ internet banking and tried connecting again through QBO...same message. I have run out of ideas..

Hope someone can help.

Anne

GebelAlainaM
QuickBooks Team

Have any questions for our team about Bank Connections?

Hello there, @Annie01. We understand the importance of resolving the issue as soon as possible for this function to run smoothly. We're here to share some updates regarding this issue.

 

Currently, we have an ongoing investigation into the error you mentioned when reconnecting to ANZ direct feeds in QuickBooks Online (QBO). Our engineer is already aware of it and is currently working on it. We appreciate your patience as we investigate this further. 

 

For now, I'd recommend you contact our QuickBooks Support Team so that they can add you to the list of affected users. This way, you'll get notified once there's a fix or an update about the investigation.

 

Here's how:

 

  1. Go to Help.
  2. In QB Assistant, enter the topic you need help with.
  3. Select Contact Us to connect with a live support agent.
  4. Choose a way to connect with us:

 

  • Start a chat with a support expert.
  • Get a callback from the next available expert.

 

Here's an article for the schedule details: QuickBooks Online Support.

 

We'll also include these articles if you want to enter bank transactions manually into the program: Manually add transactions to accounts in QuickBooks Online.

 

Additionally, you may visit these helpful guides for categorising and reconciling accounts in QuickBooks:

 

 

Let us know in the comment section if you have other queries about managing your bank transactions in QuickBooks. We'll be around to help you. Take care always! 

GG1920
Level 1

Have any questions for our team about Bank Connections?

The  direct back feed on one of our accounts has disconnected. When I try to reconnect QB tell me the account is established and wont let me reconnect.

IntuitSheila
Level 8

Have any questions for our team about Bank Connections?

Hi GG1920,

 

Thanks for posting in the Community!

 

Can I ask what is the specific error message you're getting when trying to connect your ANZ bank account to QuickBooks Online? If you are getting an error "The account number is already enrolled in direct feeds." 

 

I would recommend contacting directly our Customer Care Team. That way, they can request for an account clean up to be able to successfully re-connect your ANZ account. They have the right tools to escalate ANZ bank connection issue.

 

Here's how to contact support:

 

1. Sign in to your QuickBooks Online company.
2. Select Help (?).
3. In QB Assistant, enter the topic you need help with. You can also enter questions.
4. Select Contact Us to connect with a live support agent.
5. Choose a way to connect with us:
 

  • Start a chat with a support expert. Live chat M-F, 8:30 AM to 6:30 PM and S-S, 8:00 AM to 8:00 PM, AET.
  • Call us. M-F, 8:30 AM to 6:30 PM, AET.

 

Please let me know if you have any additional questions. I'm always willing to assist.

Alisonb2727
Level 1

Have any questions for our team about Bank Connections?

I still cannot connect to ANZ bank feeds.  We went into the bank and they assured us it is not their end.

 

IntuitAika
Intuit

Have any questions for our team about Bank Connections?

Hi Alisonb2727, 

 

Thanks for joining the thread! May I know if you're getting any error message on your ANZ bank feeds? If you have an existing bank connection, let's do a manual update.

 

  1. Go to Bookkeeping, select Transactions, then select Bank transactions.
  2. Select Refresh.

 

If your bank account is connected via standard feed, you can edit your bank sign-in info. Here's how:

 

  1. Go to Bookkeeping, select Transactions, then select Bank transactions.
  2. Select the tile for the bank account. Then select the Edit ✎ icon.
  3. Select Edit sign-in info.
  4. Update your info as needed.

 

For your reference, you can also check this article: Troubleshoot unknown bank and transaction errors

 

Feel free to drop a comment below if you have any other questions, we're here to help you. 

Boab
Level 1

Have any questions for our team about Bank Connections?

Quickbooks says "We can't find this account at your bank".

This is an existing direct bank feed.

Selected "Reconnect to your account".

Shoes me the correct account title but the wrong account number.

Selected "No, don't connect with any of these".

Selected Disconnect option on the next screen.

Clicked "Done"

Nothing happens. Screen remains and there is no notification of success or otherwise.

 

IntuitSheila
Level 8

Have any questions for our team about Bank Connections?

Thanks for posting in the Community, Alisonb2727!

 

There's  an ongoing Product Investigation with the information you have shared when trying to connect your bank account in to QuickBooks Online. The investigation number is INV-88818:Cannot link account on direct feed getting error - "Something unexpected happened before we could complete your form".

 

I would recommend contacting our Customer Care Team. That way, they can add your account to the investigation and escalate the case to our senior support to help connect the bank account.

 

Here's how to contact support:

 

1. Sign in to your QuickBooks Online company.
2. Select Help (?).
3. In QB Assistant, enter the topic you need help with. You can also enter questions.
4. Select Contact Us to connect with a live support agent.
5. Choose a way to connect with us:
 

  • Start a chat with a support expert. Live chat M-F, 8:30 AM to 6:30 PM and S-S, 8:00 AM to 8:00 PM, AET.
  • Call us. M-F, 8:30 AM to 6:30 PM, AET.

 

Feel free to post your concerns in the Community or click the Reply button for follow-up questions. We'll be happy to help. Have a good day!

 

 

Katia Chehade
Level 1

Have any questions for our team about Bank Connections?

Hi

Why would the bank feeds stop?

bank connection.jpg

 

IntuitSheila
Level 8

Have any questions for our team about Bank Connections?

Thanks for posting in the Community, Katia!

 

I understand you're having fundamental issues with your ANZ banking connection in QuickBooks Online. There is an ongoing product investigation with ANZ bank getting error 106 for standard feed connection. For reference the investigation number is INV-92358. Our banking team is aware of this behavior and investigating the incident. I would recommend contacting our Care Team. That way, you can get notifications as soon as a fix has been deployed.

 

The error occurred due to there have been changes at the bank provider which interrupts the current connection.

 

As a work around our team have advised to upgrade the bank connection to Direct feeds as almost all ANZ account types are eligible for a direct feeds connection to continue downloading your bank transactions.

 

You will have to disconnect the current ANZ bank connection and re-enroll them through direct feeds. You can refer to this link to learn more: Upgrade to an ANZ direct bank connection in QuickBooks Online.

 

Post again in the Community if you have further concerns. The team is here to help you.

Boab
Level 1

Have any questions for our team about Bank Connections?

Beats me. None of the suggested causes applied to my situation. I resolved it by deleting the connection and reconnecting it. Not ideal because I then had two accounts and had to resolve that by combining them. I didn't get an option to make it a direct feed but I will put up with manual for now.

KoryzmaTax
Level 1

Have any questions for our team about Bank Connections?

Trying to import bank transactions from a CSV file and constantly getting the following error or comment and I have no other option but to start again and still get the same error:
"We can’t upload everything from your file: Some info may be missing from your file. Double-check that your file is complete and try uploading again."

RoseJillB
QuickBooks Team

Have any questions for our team about Bank Connections?

Let's get your concern sorted out to get your bank transactions in QuickBooks Online (QBO), @KoryzmaTax.

 

There are various fixes we can perform to sort out the error you've encountered and import your bank transactions to your bank feeds.

 

To start, we can check your file's format to verify that every piece of information is placed in its correct column. You can follow either the three-column format or the four-column format. These are the only columns QuickBooks can handle and this order.

For the 3-column format, you can follow these orders: Date, Description, and Amount column.

 

For the 4-column format, follow these orders: Date, Description, Credit, and Debit columns.

 

After that, tune up your formatting to prevent you from getting an error when re-uploading them. Here's an article you can check to see the complete details and guidelines. Please refer to Fine-tune the formatting dropdown: Format CSV files in Excel to get bank transactions into QuickBooks.

 

If the issue persists, you can consider downloading a different file type from your bank which can be still supported in QuickBooks. You can use a CSV (Comma Separated Values) file, Google Sheets, or an XLS/XLSX file to import information to QuickBooks Online.

 

Once done, re-upload your bank transactions manually to start categorizing them. Then, start reconciling these transactions to spot and avoid any discrepancies. 

 

Keep me posted about this matter and will make sure to get back to you to help.

maryap
Level 1

Have any questions for our team about Bank Connections?

Does the John Lewis credit card Newday connect to quick books

 

MirriamM
Moderator

Have any questions for our team about Bank Connections?

Hi there, maryap! 

 

I hope you're doing well. I'm here to help you with your query regarding connecting banks in QuickBooks Online (QBO). 

 

QBO currently offers integration with various financial institutions. To check if John Lewis's credit card Newday is compatible with QBO, I suggest getting in touch with your bank's Customer Care Team. They can provide you with the necessary information on the connection process. 

 

Once you have confirmed the compatibility, you can refer to this guide on how to connect your credit card account to QBO: Connect and manage your bank account in QuickBooks Online

 

After you are done setting it up, you can use this article as a reference to manage your bank transactions: Find and categorise transactions in QuickBooks

 

If you have any further questions or concerns about connecting your bank account, don't hesitate to let me know in the comments section below. I'm always here to help you out. Have a great day!

ashwin_20
Level 1

Have any questions for our team about Bank Connections?

Two days back, the Internet banking password was changed, and due to this bank also got un-linked from QuickBooks online. When our manager reconnected with the credentials, he mistakenly assigned and connected it to the Sub-GL Account of the bank instead of the Main Bank GL Account, and all transactions right from the beginning of this year have been bought in the Sub-GL Account. So experts, how should we assign/connect the Main GL account again from the Sub-GL account to the Bank? Am I supposed to merge both Sub-GL & Main GL or is there any other way? Please help and guide. Thank you in anticipation.

IntuitSheila
Level 8

Have any questions for our team about Bank Connections?

Hi ashwin_20,

 

Are the transactions still under the For Review tab or Categorised tab? If the transactions are still under the For Review tab, we can exclude those transactions to prevent adding them in QuickBooks Online. If the transactions were added and categorized in QBO, we'll have to undo the added transactions and exclude them in QBO. Once done, disconnect and reconnect them correctly to the main GL account.

 

You can refer to this link for a comprehensive steps on how to undo and exclude added transaction and to disconnect the bank account in QuickBooks Online: 

 

Feel free to post again in the Community if you have other concerns. I'll be here to help you.

DonnaS
Level 2

Have any questions for our team about Bank Connections?

Hello, we are having trouble with our ANZ bank feeds; we previously had weeks of no feeds, we got that resolved and it has been working but now it states it has updated but no recent transactions have come in?  Any ideas on why that would be or is there another issue with the ANZ feeds?

Thanks

Donna

IntuitSheila
Level 8

Have any questions for our team about Bank Connections?

Hi DonnaS,

 

Thanks for joining the thread.

 

There isn't any reported incident with delayed downloading of direct bank feeds transaction in QuickBooks. In QuickBooks Online transactions are downloaded and sent nightly, from Monday to Friday.

 

For transactions taken by the bank on a Friday, Saturday and Sunday these transactions will be available in QuickBooks on Monday. If the transaction have not downloaded today, let's wait until end of day to see updates.

 

Let's manually click on Update button to refresh the bank connection on file. Here's how:

 

  1. Click on the Transactions tab.
  2. Click on Bank transactions, and click on the bank account.
  3. Click on Update button.

 

For reference you can also check this link to learn more about: Direct bank connections with QuickBooks Online | FAQ.

 

Post again in the Community if you have further concerns about your bank feeds. I'll be around to help you.

EMendoza81
Level 1

Have any questions for our team about Bank Connections?

I recently applied to have my bank connected to my Quickbooks account and received a denial. When I called QB the rep could not give me any information as to why it was denied. Am I able to reapply? And what could have possibly been denied? 

IntuitSheila
Level 8

Have any questions for our team about Bank Connections?

Hi EMendoza81,

 

Are you referring to the Request to add your bank in to QuickBooks Online? If yes, you can definitely submit a new request. Here's how:

 

  1. Go to Transactions, then select Bank transactions.
  2. Select Connect account.
  3. Search for the name of your financial institution. If QuickBooks is unable to find your bank, you will get the message, "Hmm, we can’t find [name of the bank you entered] in our list of supported banks," and you will be presented with helpful tips to try and locate your bank account.
  4. If you’re still unable to find your bank, select Request.
  5. Enter your bank's web address (URL) in the field provided, then select Request.

Just a heads up that all request submitted is to be reviewed by the financial institution and Intuit QuickBooks online. In the meantime, you can manually upload a CSV file to add your bank transactions.

 

Post again in the Community if you have other concerns. I'll be here to help you.

DonnaS
Level 2

Have any questions for our team about Bank Connections?

Thank you, the bank feed did update this morning, however it has updated the 27th but nothing for the 30th, we definitely processed transactions yesterday, the bank feed seems to be a day behind.  Any suggestions? 

Thanks Donna

jenop2
QuickBooks Team

Have any questions for our team about Bank Connections?

I appreciate you reaching back to us with a follow-up that it updated this morning. Allow me to share details to help with your additional inquiry about online banking and missing transactions, Donna.

QuickBooks Online generally downloads the newest bank transactions overnight around 10 p.m. But for some banks, it may take longer to get the latest activity.


If a new transaction seems stuck or delayed, you can manually refresh the bank feeds. This will force the program to reconnect and download any new transactions from your bank that may be pending.

 

Let me share the steps on how you can do it: 

 

  1. Go to the Banking menu and proceed to the Banking tab.
  2. Select the bank, then click Update or Refresh.

 

 

 

If you are using Direct Feeds for ANZ, your transactions are sent nightly. If it was cleared by your bank on a Tuesday, it will show up when QuickBooks imports the feed on Wednesday. This means you will only see new downloads from the previous day, with new activity coming in each overnight import.

 

 

More details about import timing and Direct Feeds are in this FAQ article: Direct Bank Connections with QuickBooks Online | FAQ.

 

You can also browse through these articles in case you run into an error when using the Online Banking feature: 

 

 

Let me know if have follow-up questions when working with your transactions from ANZ, Donna. We're always here to make sure you don't miss any transactions. 

Phung Tran
Level 1

Have any questions for our team about Bank Connections?

Hi, we have a direct bank feed connected however, it appears transactions from the 30th October 2023 has not pulled through to QB. I can see transactions from 27th October and then the 31st October, 2023.  this something you can look into or do i need to download the transactions and upload them into QB?

 

Thanks

 

Kind regards,

Phung