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banzai8881
Level 1

I am not able to access with my bank account, not on a list anymore.

summerland credit union, it was connected before, now error.
4 Comments 4
IntuitAika
Intuit

I am not able to access with my bank account, not on a list anymore.

Hi banzai8881,

 

Thanks for posting in the Community! 

 

Summerland Credit Union is one of the financial institution that no longer support bank feeds. This means your transactions will no longer be automatically imported into QuickBooks. As bank feed is no longer supported, you will need to upload a CSV file from your financial institutions to your QuickBooks account . Manual data entry is also an option. Also, we recommend to disconnect the Online Banking connection to stop the errors from occurring, and utilise our CSV file upload feature to bring transactions into QuickBooks going forward.

 

Follow below steps to disconnect Online Banking connection.

 

  1. Go to Transactions and select Banking.
  2. Select the tile for the bank account.
  3. Select the pencil ✎ icon, then select Edit account info.
  4. Select the Disconnect this account on save checkbox.
  5. Select Save and Close.

 

Once done, you can get transactions from your bank and upload the transactions back into QuickBooks. 

 

For more detailed information, you can check on this article: What to do when your bank no longer supports your bank feed.

 

Feel free to post again if you have any other questions. I'll be around to help. 

JonmAU
Level 1

I am not able to access with my bank account, not on a list anymore.

I have a similar problem, My Bank (Beyond Bank AU) is still on the list of supported banks but won't come up in the 'link an account' search. I've had a linked account for three years and it stopped updating on the 7th Dec.

LieraMarie_A
QuickBooks Team

I am not able to access with my bank account, not on a list anymore.

Hi there, @JonmAU.

 

Currently, we have an ongoing investigation  (INV-80779) about this connection issue with Beyond Bank (AU). Rest assured that our engineers are working on a fix.

 

I recommend contacting our Customer Care Support team so that you can be added to the list of affected users. This way, you'll receive email updates of the investigation's status and be notified once it's been resolved. I've included the steps to contact support below. 

 

  1. Click the (?) Help icon in the upper right-hand corner of the dashboard.
  2. Select Talk to a Human.
  3. Enter a short description of your concern and press Enter.
  4. Click I still need a human.
  5. Select Contact Us to connect with our live support.
  6. Choose Get a callback.
    help.JPG

 

If you require transactions to work on your file, you'll want to download them from your internet banking website into a CSV file. Then, upload it to QBO.

 

I appreciate your patience as we work through this. If you have any other concerns about managing bank transactions, please don't hesitate to drop a comment below. I'll get back to you as soon as I can, @JonmAU.

BenT3
Level 2

I am not able to access with my bank account, not on a list anymore.

Yep - I'm a beyond bank customer too  

 A messaged flashed up (that I cant retrieve) that said something about BB no longer supporting QB feeds.   

I'm not paying this premium to do it manually - that's for sure!
Its hard to tell who really is responsible, but I do know that from now on I'm going to stick with the major banks and major account packages.   (In my opinion, QB and BB both have limited prospects from a small Australian business point of view)