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officemanager-ti
Level 1

Are others having issues with not being able to get their bank transactions from their bank into QBO? I am wondering how widespread this is across users, thanks

 
5 Comments 5
Trish_T
QuickBooks Team

Are others having issues with not being able to get their bank transactions from their bank into QBO? I am wondering how widespread this is across users, thanks

Hi officemanager-ti,

 

Welcome to Community!  Having the ability to update your transactions is a vital part of your daily bookkeeping tasks.  However, there are times when the connectivity between QuickBooks Online and various financial institutions is interrupted.  When this occurs, our Development Team will open an investigation to ensure the issue is resolved as soon as possible.  To see if your bank is currently linked to an investigation, I suggest contacting us outside of Community.  If there's an active investigation, our Customer Care team can add you to the list of affected users, and set you up for an email notification when the issue has been resolved. 

In the interim, you can manually upload your transactions following the step-by-step instructions in this article: https://intuit.me/3k1OofY.  To prevent duplicate entries when manually uploading your transactions, I suggest making note of the last transaction uploaded in your QuickBooks Online account by going to your Settings ⚙ > Chart of Accounts > Account History. If for any reason you find duplicate entries, the steps to remove them are also in the article provided above.

 

Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.
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Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

 

If you have any other questions, please don't hesitate to reach back out.  We're always happy to help!
 

officemanager-ti
Level 1

Are others having issues with not being able to get their bank transactions from their bank into QBO? I am wondering how widespread this is across users, thanks

I am already working with QBO for the past week on this issue however I still have no idea why/how it happened or how extensive it is or when it is expected to be resolved. Some communication from QBO when this issue started as well as some updates as they work through this issue would be very helpful. I have several bank accounts and loading all the transactions manually is not a good use of my time when we are paying for this service in our accounting software. Thank you

Fiat Lux - ASIA
Level 15

Are others having issues with not being able to get their bank transactions from their bank into QBO? I am wondering how widespread this is across users, thanks

@officemanager-ti 

You can use MT Online or one of the converter tools (e.g csv2qbo) for the time being.

https://www.moneythumb.com/?ref=110

 

officemanager-ti
Level 1

Are others having issues with not being able to get their bank transactions from their bank into QBO? I am wondering how widespread this is across users, thanks

Yes understood however paying another $50/month for a service when we already pay QBO to perform this service does not make good financial sense. Thank you

Fiat Lux - ASIA
Level 15

Are others having issues with not being able to get their bank transactions from their bank into QBO? I am wondering how widespread this is across users, thanks

Another $50/month? csv2qbo = $60 (one time fee)

 

csv2qbo.jpg

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