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Level 1

When will the bank connection to Coast Capital work again?

I have contacted Intuit and Coast Capital, and the only offering is to download my transactions from the bank, and then import into QBO. This has led to a disconnect between the "Bank Balance" and "In Quickbooks" numbers. The bank download captures the earliest number balance, rather than the most recent balance. I've resorted to downloading after each transaction to try to get the numbers to match.

The cause is some updated logins on Coast Capital - they have changed to user name and password, and QBO only offers Debit Card Number and PAC.

3 Comments
QuickBooks Team

When will the bank connection to Coast Capital work again?

Hi there, 

 

We appreciate your patience with this issue. Rest assured, we're working diligently with Coast Capital to make sure the connection is established ASAP. 

 

At this time, there isn't an exact time-frame of when the issue will be fixed. It's good you're manually uploading your transactions for now. In case you need the steps on uploading the transactions again, here's how:

 

Download transactions from your bank's website:

  1. Sign in to your bank's website.
  2. Follow your bank's online process to download your transactions to your computer.
  3. Depending on your bank's available features, choose transactions from specific or multiple accounts, or select a date range for transactions. If you're adding historical transactions for a connected account, make sure you specify a date range earlier than the last 90 days. If you overlap date ranges, you may end up with duplicate transactions, which you must then delete or exclude. Because QuickBooks Online only supports files sizes up to 350 KB (kilobytes), if you're downloading a lot of transactions, you may need to download smaller date ranges.
  4. Choose a supported file type for the download file. If you attempt to upload a file in an unsupported format, you will receive an error message.
  5. Note the name of the file you downloaded, and the location you downloaded it to so you can easily find it to upload.

Upload the file to your QuickBooks Online company:

 

  1. From the left menu, select Banking, and choose Banking.
  2. From the Update drop-down menu, select File Upload. If you’ve never connected an account, you can select Upload transactions manually.
  3. Select Browse and choose the file you downloaded from your bank.
  4. Select Next.
  5. From the QuickBooks account drop-down list, select the account to which to upload the bank transactions, and select Next. If you don't have an account set up yet, you can select Add New to add an account.
  6. When uploading a CSV file, follow the prompts to select columns from the CSV file that match QuickBooks Online banking fields. You can also upload CSV bank transactions through the Import Data page. To do so, select the Gear icon, and, under Tools, select Import Data, then select Bank Data.
  7. Select Next. If you attempt to upload a file in an unsupported format, you will receive an error message.
  8. Select Let's go! (or Finish).

You can get more details in this article: How to upload more than 90 days of bank transactions.

 

Also, these articles are good references as well:

To reach us, please follow these steps:

  1. Sign in to your QuickBooks Online company.
  2. Select Help (question mark icon) at the top right.
  3. Select Contact us to connect with a live support agent.

Let me know how it goes by leaving a reply below. Have a good one.

Level 2

When will the bank connection to Coast Capital work again?

It’s been over 6 months that this has been an issue.  And since quickbooks refused to at least even consider a partial refund, I have cancelled my account.  Sure it’s only around $33cdn lost revenue for Quickbooks but I am so annoyed with them.  The customer rep I chatted online with said there’d be no point escalating my request for a partial refund because he thought it would be denied.  Nice effort!   

 

Hope more people switch to other accounting software that updated the coast capital login process months ago.  Dona search in the forums here and you’ll find them.  

Level 1

When will the bank connection to Coast Capital work again?

This has been an issue for over a year now, since March 2019. I was told it would be fixed by the end of January. What is taking so long?