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Heidi2963
Level 1

Have any questions for our team about Bank Connections?

HI I am unable to access my bank feeds. This has been a problem for about 2 weeks now.

I am getting Error message      102

Please help rectify this as i am trying to conduct my end of year tax details.

IntuitSheila
Level 8

Have any questions for our team about Bank Connections?

Hi Heidi,

 

Thanks for posting in the Community. 

 

Banking error 102 occurs when there's a problem from your bank's end. Either their website may be undergoing maintenance or have server issues causing interruption between online bank connection to QuickBooks. Here's what to do if you see error 102 or 105.

 

  1. Click on the Transactions tab and choose Bank transactions.
  2. Select the Bank account affected.
  3. Click on the pencil icon, and click on Edit sign in info.
  4. Manually enter your bank's log in details.
  5. Click on Save and connect.

 

Check if new transactions has downloaded. If the issue persists, I recommend contacting our Customer Care Team. That way, they can escalate the connection to our banking engineers.

 

In the meantime, you can manually upload CSV files to add your bank transactions in QBO. 

 

Feel free to comment bloe if you need more help with QuickBooks Online.

TChrys3ft
Level 1

Have any questions for our team about Bank Connections?

In 'Your linked accounts' My CBA Netbank has 'Added on 8/5/24' after I applied to CBA thru you for a direct connection but in my 'bank transactions' there are zero transactions to review and in the highlighted account for the CBA account it says 'Direct Feed: Rejected'

 

What do I need to do to get my bank transactions imported into QB so I can review them please?

 

Milla [removed]

[email address removed]

Bryan_M
QuickBooks Team

Have any questions for our team about Bank Connections?

We appreciate you for joining this thread, Milla. 

 

Let's ensure you can utilize your bank account in QuickBooks Online (QBO) and show its bank transactions.

 

Please know that only Business and Personal bank accounts are supported by CBA Direct Feeds. If it's not one of these, then that is the reason why it shows rejected.

 

On the contrary, if you use one of the mentioned accounts in CBA, let's perform some banking troubleshooting steps. Here's how:

 

  1. Ensure that your bank's connection status is green.
  2. Check if your bank still supports the connection. You can find an up-to-date list of those institutions as well as steps on moving forward here.
  3. Once done, refresh your feed by clicking the Refresh icon in the Bank transactions section. Take note of the QuickBooks downloads around 10 PM.
  4. Review the CBA websites if there are issues on their end.
  5. Once done, update your bank info in QBO.

 

Feel free to read this article for more info: Troubleshoot unknown bank and transaction errors.

 

If you want to categorise your bank transactions automatically, feel free to read this article: Set up bank rules to categorise online banking transactions in QuickBooks Online.

 

Don't hesitate to reply to this post if you have additional questions about managing your bank transactions. We'll respond as soon as possible. Keep safe, and have a good day.

L1231
Level 1

Have any questions for our team about Bank Connections?

I am just in the process of setting up my Quickbooks account. Coincidently, I have had a surprising security alert from Commbank (unrecognised login from USA on a Linux device). This does seem to align with the day I linked my accounts to Quickbooks, and this is the only other place I have shared my bank login details. Ive changed my bank passwords as Commbank recommended, but I just wonder if anyone can confirm this is like to have been Quickbooks? if so, will this keep happening? 

 

 

LEH115
Level 1

Have any questions for our team about Bank Connections?

Does QB still use Melio for payments? Have others been experiencing payments that come out of your account and never make it to the vendor?

LouiseG
QuickBooks Team

Have any questions for our team about Bank Connections?

Your security is our top priority, @L1231. I'm here to ensure you can safeguard your data.

 

The security alerts you receive are based on the security measures implemented by your bank, not just within QuickBooks Online (QBO). Both systems work together to ensure the secure and dependable management of your financial accounts. Rest assured that this issue will not occur in the future.

 

With regards to your concern, @LEH115. The Bill Pay powered by Melio integration was discontinued last May 20, 2024. Thus, I recommend contacting Melio's customer service about the bill payment your vendor never received to investigate this issue further and will guide you in tracking the payment.

 

If you want to utilise bank rules to automatically categorise transactions from your bank, you can visit this article: Set up bank rules to categorise online banking transactions in QuickBooks Online.

 

If you have additional concerns about security alerts @L1231 and bill payment @LEH115, please add a reply below. We'll get back and lend a hand again.

JKLEGAL
Level 1

Have any questions for our team about Bank Connections?

I had the exact same issue (Commbank alert re unrecognised login from USA on a Linux device). I assumed it was Quickbooks although no one from Quickbooks was able to confirm it was them. Issue kept happening and had Commbank lock my account twice because I was hesitant to confirm that it was me logging in. Ended up setting up a direct feed to avoid the issue.

L1231
Level 1

Have any questions for our team about Bank Connections?

Thank you so much! This is really reassuring. Although nothing seemed ary in my accounts (no unusual transactions etc..), I was quite concerned by the unknown login having never had security issues before. I will look at the direct feed and hope that helps. 

IntuitSheila
Level 8

Have any questions for our team about Bank Connections?

Enrolling your bank in a Direct bank feeds connection is a great move, JKLEGAL.

 

Direct bank connections, also known as direct feeds, establish a secure and reliable link between your bank account and QuickBooks Online. 

 

As mentioned by my colleague LouiseG, the security alerts you received are based on the security measures added by your bank, working together with QBO to ensure security of your financial accounts. 

 

Post again in the Community if you have further questions about your QuickBooks Online account. We'll be around to help you. 
 

pb00kidz-gmail-c
Level 1

Have any questions for our team about Bank Connections?

think its internal not bank connection. removed classes and all but 2 transactions have been matched etc. the two that wont match are same on different dates. error says i need to restore deleted class. i assume i must have assigned them a class at some stage but cant find how to sort this.

seriously dont need or want classes.

thanks

AbegailS_
QuickBooks Team

Have any questions for our team about Bank Connections?

I'm here to help you with your transaction matching issue related to class assignments in your accounting or financial software. @pb00kidz.

 

Here are some steps you can take to resolve this without using classes:

 

  1. Look at the details of the transactions that won't match. Verify if there's any class information still linked to them.
  2. If the error message indicates that you need to restore a deleted class, you may need to temporarily restore that class to resolve the issue. Once the transactions are matched, you can consider deleting the class again if it's not needed.
  3. Try editing the transactions in question. Remove any class assignments if they still exist. This may help in matching them without the need for classes.
  4. After making changes, attempt to reconcile or match the transactions again. Sometimes a refresh is all that's needed for the system to recognize the changes.

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! 

DebraMarty
Level 1

Have any questions for our team about Bank Connections?

I am going to close out the accounts in Quick book as moving to new company.  How do I cancel the direct connection from my bank.

 

 

MAnneJ
QuickBooks Team

Have any questions for our team about Bank Connections?

I'll help you disconnect your bank account in QuickBooks Online (QBO), Debra. 

 

Disconnecting your bank account stops the download of new transactions, but QBO will retain your existing data. Moreover, you can always reconnect it later. 

 

Here's how to disconnect the bank account in QBO: 

 

  1. Go to the Transactions, then Bank transactions. 
  2. On the page, click the Pencil icon inside the tile. 


     
  3. Choose the Edit account info option.


     
  4. On the pop-up page, tick the Disconnect this account on save box. 
  5. Once done, click Save and Close


     
  6. After closing it, the tile of the specific bank account will disappear from the page. 

 

Additionally, you can close your books to prevent any accidental changes that might affect your financial reports in QBO.

 

You can always respond to this thread and let me know if you have further questions about disconnecting your bank in QBO. Have a good one. 

girkers
Level 1

Have any questions for our team about Bank Connections?

Could I ask two (2) questions:

1. In today's connected world and most things being electronic, why do transactions only come in once a day at night and never on weekends? as per your FAQ

2. Your system states that the bank feed "updated moments ago", but as per your own FAQ, you only get the data once a day, so why does this not state when it was actually last updated?

 

The reason I am asking these questions as I was and still am having issues with transactions not coming across from my bank. When I first contacted support they closed the job out saying that the bank, NAB, it was their fault.

Speaking with the bank, they have no idea what is going on, as soon as a transaction is cleared in my account it is available in their feed.

Going back to QB to clarify this with them, they said that it is still under investigation, my email ticket refusal says otherwise and I have to wait over 48 hours before they will investigate further.

IntuitSheila
Level 8

Have any questions for our team about Bank Connections?

Hi girkers,

 

Thanks for posting in the Community!

 

Direct bank feeds connection in QuickBooks Online operates based on banking days. That is why transactions processed by the bank on the weekend will become available on Monday. 

 

I understand you're still having fundamental issues with your bank transactions in QBO, I recommend contacting again our Customer Care Team. That way, they can check your previous tickets and raise an escalation to our banking engineers in a secure form and investigate the behavior encountered.

 

Post again in the Community if you have other questions. 

girkers
Level 1

Have any questions for our team about Bank Connections?

My question is, why won't anyone answer my questions?

 

You say reach out to the Customer Care team which I did this morning via chat and when I asked them the same sort of questions I posted here, I got ghosted.

 

We live in a connected world that doesn't operate 9 to 5 any more, yet for some reason your "direct feed" seems to only work on weekdays and only once a day. And yet no one wants to explain to me why.

IntuitSheila
Level 8

Have any questions for our team about Bank Connections?

Hi girkers,

 

Sorry to hear the experience you've had with the chat support. This is not the kind of experience we wanted you to have.

 

Downloading of the bank transactions in QuickBooks Online is dependent with your financial institution. QuickBooks Online's direct feeds ensure that your transactions are downloaded daily or as soon as they are cleared by the bank usually the next day or two. Or some banks may take a little longer. Once your bank provides QuickBooks with the bank transactions and ready for download that is the time we bring them in to your QBO company. 

 

Feel free to post again if you have any other questions. Thanks! 

girkers
Level 1

Have any questions for our team about Bank Connections?

This is so frustrating, both you and support refuse to answer my very reasonable questions.

fridgie
Level 2

Have any questions for our team about Bank Connections?

I know how you feel, we lost our bank feeds for Summerland Bank over 600 days ago, and it is everyone elses fault but QBI !

Not Professional !

 

Charlotte O
Level 1

Have any questions for our team about Bank Connections?

Hi, transactions for the first six months of the 2023-24 tax year aren't showing in my Quickbooks Self-Employed account. Previous tax years were fine, and the second six months of the 23-24 year are showing. How can I get the first six months to show up? I've tried importing from my bank (Bendigo) but that didn't seem to work. Thanks

IntuitSheila
Level 8

Have any questions for our team about Bank Connections?

Hi Charlotte,

 

Thanks for posting in the Community!

 

Transactions showing in your tax year is based from the downloaded bank transactions in your QuickBooks Self Employed account. There might be a bank connection issue that is why there's no transactions from the second 6 months for the FY23-24 period.

 

Let's try to manually update your bank connection using below:

 

  1. Log in to QuickBooks Self Employed using a web browser.
  2. Click on the Profile icon and then Bank accounts.
  3. Click on Refresh all.

If the issue remains, let's wait for another 203 hours and try again.

 

Furthermore, QuickBooks allows 3-colimn or 4-column format only. Make sure your CSV file has the Date, Description and Amount column only and remove other fields and columns.

 

Check this link for reference on how to Format CV files in Excel to get bank transactions into QuickBooks.

 

If the issue persists, I recommend contacting our Customer Care Team. That way, they can check your account and ask your details in a secure form.

 

Post again in the Community if you have other questions about your QuickBooks account.