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Hi KSanMac,
Thanks for joining the thread. Let's perform a bank sign-in info in QuickBooks since your bank updated your log in details. Here's how:
Then, check if your bank transactions have been downloaded. If the issue persists, let's use a new incognito window of your browser and use the steps above to update your bank connection.
Feel free to post in the Community if you have other questions. I'll get back to you as soon as possible.
Does anyone know where I can find the form I fill in so that Quickbooks can communicate with my bank so i can get a direct feed for my transactions?
Welcome to the Community, BB065!
In order to obtain and complete the client authority form, simply click on Preview form at the end of the direct feeds enrollment set up. This will allow you to print the form and Here's how:
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. I am around to help you.
Hi, I have been successfully doing manual uploads of csv files from my bank account into QBO every fortnight. This morning I have attempted to do so, but QBO will not allow me to select a bank account. No options appear in the dropdown box. The csv format meets your requirements (nothing has changed from my last upload on the 5th January).
Hi Deej1,
Let's check your CSV file making sure it follows the allowed format to upload in QuickBooks Online. Let's use the steps below to check your CSV file.
Furthermore, kindly check if there is no other header name on your CSV file and verify if you have a 3 column or 4 column format CSV file.
I recommend checking this link to help you fine tune your CSV file and help upload in QBO: Format CSV files in Excel to get bank transactions into QuickBooks.
Post again in the Community if you have further concerns.
Our "Standard" BankFeed to ANZ Transactive Global accounts stopped working on 27th November 2023 with Error 103, it had been operating fine since March 2020. Since November i have had several conversations with QB customer support team, initially advising QB doesn't support "standard" feed to ANZ Transactive Global and we need to apply to ANZ for "Direct" Feed, then 2 weeks ago advised we need to reconnect via "Standard" feed. We tried on multiple occasions and continually receive error 101. During this 8 week period we have shared our screen with QB customer support team using their smart look tool, so they can see the issue firsthand. On the 17th January they reported this to the "engineering Team" who will contact me. With no response i called again 23rd January and was told to wait for engineering to contact me. There has been no change to our ANZ account login except we added ANZ Digital Key which was activated 6 weeks prior to the BankFeed issue we now have. Appreciate if you can help expedite a solutuion, thanks.
Hi Mickmoore,
I understand you're having fundamental issues with your ANZ online banking connection. I can see the support case created was raised to our banking team to help check the account connection. I would recommend contacting back to our Customer Care Team. Since we are in a public space we're unable to ask for your details for security purposes.
I've included the steps to contact support below.
In the meantime, you can manually enter your transactions or manually import them using a CSV file upload.
Post again in the Community if you have further concerns.
Thanks, I have contacted customer service again today and can advise we now have Standard Bank Feed back in place, unfortunately the whole process has dragged on for 8 weeks and they told me today the engineers resolved this on January 18, that's 4 days before my last call to QB and i have received no advice except to wait for our email to respond to you.
Thanks for getting back to us, Mickmoore.
It's good to hear you got your Standard feeds connection back for your ANZ account. This is not the service that we want you to experience. Part of our job is to ensure we're able to assist our customers properly in a manner that your experience is marked as outstanding. We'll be sure to tap on the Care agent who assisted you and make sure to send you updates as soon as possible.
Reach out to us if you have more questions. The Community is around to help you.
How can I switch off the default to "replace bank Memo" when creating a new bank rule directly from the transaction screen? Thanks
Thanks for your post, kylie1.
To turn off the "Replace Bank Memo" feature in the bank rules of QuickBooks Online (QBO), follow these steps:
1. Log in to your QBO account and click on the "Accounting" tab.
2. From the drop-down menu, select "Banking".
3. Click on the "Rules" tab.
4. Find the rule that you want to edit and click on the "Edit" button.
5. Scroll down to the "Replace Bank Memo" option and toggle it off.
6. Click on the "Save" button to apply the changes.
That's it! Now the "Replace Bank Memo" feature will be turned off for that particular bank rule in QBO.
I just linked my bank account for the first time, can I link it back further than 90 days? I'm looking to go back to January 1, 2023.
It's great to see you here in the Community, @RBB37. Let me share some insights about bank connections.
Please note that you can't download bank transactions older than 90 days in QuickBooks Online (QBO). However, you can manually upload them. I can guide you through the process.
Before uploading the transactions, you can select a start date, get transactions from your bank, and review the file format and size. For more information, visit this article: Manually upload your transactions, receipts, and bills into QBO.
Then, to manually upload your transactions, follow these steps:
After this process, you can categorise your transactions and reconcile your accounts to ensure your financial data is organized and accurate.
If you have any further concerns apart from your bank account, feel free to leave a reply. We're always ready to back you up.
Currently, a few of my Clients financial institutions (BofA and 1stBank (of Colorado)) do not allow Quickbooks file extension .QBO for personal bank accounts or personal credit card accounts. This is causing a huge issue with a few new Clients I need to set up and populate all 2023 transactions. How can I convert the .QIF files into .QBO files? Please advise.
Hello, @LeeBthatsMe. Thank you for participating in the conversation.
To convert your .QIF files to .QBO files, you can utilize a third-party converter tool. This will enable you to manually import the files into QuickBooks. You can find the appropriate app in the QuickBooks Apps store or through other sources.
You can also search for the tool inside your QuickBooks Online account. Simply go to the Apps menu, then click Find apps and search for the application.
Once your files are converted, you can refer to this article for guidance on uploading your transactions into QuickBooks Online: Manually upload your transactions into QuickBooks Online.
After importing your transactions into QuickBooks, you can now categorise them. This way, they would reflect in your bank's register.
If you have any further questions about importing your banking data into the program, feel free to ask. I'm here to assist you. Have a great day!
Good morning. I have four bank accounts connected to a bank feed. If I select an account other than the default 1-1113 St George, so that I can match transactions, the account at the top continually defaults back to 1-1113 St George. The transactions for the other account will display, unless I try to sort them, and then it is reverting to any transactions for 1-1113 St George instead. This has only recently started. Has anyone else had this issue?
Thanks for letting us know your query when managing bank connections and matching transactions in your account, kuluin14. I can provide insight to help rectify this behavior, so you can get back to business seamlessly.
In QuickBooks Online, recent downloaded entries are dependent on the information sent from your bank account. As per checking, we haven't received similar cases or reports of this unusual behavior in your banking feeds. I understand the inconvenience this has brought to you when managing transactions in your file.
For now, you may want to access your account and perform troubleshooting steps using a private browser. This way, you can rule out the possibility of a webpage issue and allow the program to run without storing the cache. To do this, refer to these shortcuts to open an incognito window:
However, if the issue persists, it's best to reach out to our Customer Care Team to have your account reviewed. This allows our experts to perform real-time assistance, conduct further research on your banking feeds, and create an investigation ticket if necessary.
Here's how to reach them:
Moreover, I'm sharing these resources to help you manage online bank transactions and review them to the correct accounts:
This forum will always be available whenever you require additional assistance managing bank entries in your account. Just let me know anytime below, and I'll make sure to get you covered. Keep safe and have a good one!
I am struggling with duplicate entries in my checking account since I turned on the bank connection. When I reconciled, it was all good; however, today, I went back in and unreconciled the auto added deposit, and marked the deposits I made (multiple payees and a split) as reconciled (like for like I thought). Now, my reconciliations are off and I don't understand the Reconciliation Discrepancy report and what I'm supposed to do with it.
Secondly, we added a loan and our bank connection isn't recognizing it although when I log into my bank account application, it appears. How do I get this additional account connected along with the others?
Hello lusscott,
If you've edited a reconciled transactions the change can unbalance your account/s. Not only it will cause unbalanced to your accounts it also affects the beginning balance of your next reconciliation.
You can run the reconciliation report to review the transactions:
If you can't trace the adjustments or changes made on the reconciliation. It is best to undo the previous reconciliation to start over or reach out to your accountant.
To undo the reconciliation for the period:
Furthermore, about the loan account that you cannot see from the list when trying to connect them to QuickBooks Online. It could be the account type is not yet supported with the integration in QBO.
Check this link to learn more about: Learn the reconcile workflow in QuickBooks.
Drop by again in the Community if you have further concerns.
We have a direct feed connected (bank account) and a standard feed connected (NAB VISA) the direct feed automatically connects and feeds in transactions - do we need to do anything to get the transactions for standard feed - ie the last update and feed was 28 Feb (which was when we connected) and today is 7 March and no transactions have been fed in or updated in quickbooks as yet
Hello CB125,
Thanks for post in the Community!
Let’s check out why your Standard Bank isn’t downloading updates.
Is there an error message or code when you click the Update button on the Banking page? If you get a different error message, you can try the following workarounds to get your account in working order:
Check if new transactions have downloaded in the for review tab. If no new transactions have downloaded, you can manually upload the transactions using a CSV file.
You can check this link to learn more on how to manually upload your bank transactions.
This thread is always open for additional questions and updates. If you need further assistance with QuickBooks banking, please tag me anytime. I'm always right here to help.
When I download and import a bank feed from a well-known bank (still supports this), the import activity in the banking center says 1 day ago, but the transactions are there. However, when I try and add the transactions, either singly or by batch, the error 'An unknown QuickBooks account was used' pops up, then 'Error: Transaction could not be created' appears. I have verified the bank still supports this feature, updated the bank feed, with no success.
I understand the the challenges bank feed import error in QuickBooks Online (QBO) caused you, ahay. Your concern is valid. Rest assured that will bring this to the attention of our management to be further investigated.
To help you with this issue, I recommend team contact our QuickBooks Online Support team and request to be added to the list of affected users. This will ensure that you receive timely updates on the issue via email. To contact our support team, please follow these steps
For live chat support, our team is available Monday to Friday from 8:30 AM to 6:30 PM and Saturday to Sunday from 8:00 AM to 8:00 PM, AET. If you prefer to call, our phone support is available Monday to Friday from 8:30 AM to 6:30 PM, AET.
To help you manage online bank transactions and review them to the correct accounts, I'm also including these articles for your future reference:
Don't hesitate to reach out to us if you have further questions about transactions in QuickBooks Online. The Community is always available to help you anytime.
Thank-you, but my question was referring to QB Desktop v2023.
Hello there, @ahayworth.
It would be best to reach out to our Customer Care Team so they can gather more details about the error you encounter and determine the root cause of the problem so they can come up with a fix. We'll write down the steps to help you contact our QuickBooks Desktop (QBDT) Support Team:
6. We'll email you a single use code. Enter your code and select Continue.
7. Click to chat with us or Have us call you.
For support availability, please see this page: Contact QuickBooks Desktop support.
Moreover, you can visit these articles to help you handle bank transactions inside the program: Add and match Bank Feed transactions in QuickBooks Desktop.
You can visit the Community space anytime if you need further assistance managing bank transactions or have additional QuickBooks-related questions. We'll be here to make sure to provide the information you need. Keep safe and have a good one.
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