Hi todd-curbsidetir,
Welcome to Community. Banking is a vital part of your business and it's important that you're able to connect with QuickBooks Online seamlessly. We're currently experiencing an issue while connecting with ATB bank. Our Development Team is aware of the situation and are working to get it restored as soon as possible. Although we don't have an ETA, I'd be happy to guide you through manually uploading your transactions in the interim.
Before you get started, I suggest reviewing the account history and make note of the last transaction successfully uploaded in the account. This will prevent manually uploading duplicate entries. Here's how to locate the information:
1. From the Gear icon in the top right, select Chart of Accounts
2. Locate the account in your list and open Account History
3. Write down the date and amount of the Last Transaction
Log into your bank's website and download the transactions in csv format. Enter the date range based on the information you've noted above. You'll need to format the file prior to uploading it into your bank feed.
Follow these steps to upload the transactions:
1. Log into your QuickBooks Online account and open Banking or Transactions from the left menu
2. Click the blue tile for the account you're uploading the transactions into
3. Select the ▼ dropdown arrow beside Link account and then Upload from file
4. Hit Browse and select the csv file and then click Next
5. From the Account ▼ dropdown, choose your account and hit Next
6. Follow the onscreen steps to match the columns with the fields in QuickBooks and hit Next
7. Select the transactions to import and continue through the prompts
8. When you're ready, hit Let's go
If you notice any duplicate entries, here's how to remove them:
1. In the Banking section, click on the Review tab, checkmark the box beside all duplicated entries
2. Select Exclude from the tab that appears
Note: To permanently delete the transactions click on the Excluded tab, select all items and hit Delete. Any transactions deleted in error will need to be recreated manually.
Once the connection between ATB bank and QuickBooks online is restored, the manual entries will be recognized and your next automatic update will proceed from the last transaction entered in the account. For your reference, here's a great article to have on hand when it's necessary to manually upload transactions.
If you'd like to receive a notification when the connection to ATB has been repaired, please contact us so we can get you setup for email updates.
Schedule a Callback or start a Chat: click the ? in the upper right of QuickBooks Online > enter "Contact support" into the QB Assistant > choose Contact Us > give a brief description, such as bank error*** > select 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.
Please don't hesitate to reach back out if you have any other questions. We'd be glad to help!
