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Annie3
Level 1

Is anyone else having issues getting the TD bank statements to automatically download into QBO?

TD bankfeed is updating and working fine.

However, when I am in the reconcile screen and click on view statements, no statements are downloaded.  I click the "Update" icon on the bank statement screen and nothing is downloaded.

I have tried incognito / clearing cache etc., but have not gotten any statements since Nov 5/23

 

7 Comments 7
Trish_T
QuickBooks Team

Is anyone else having issues getting the TD bank statements to automatically download into QBO?

Hi Annie3,

 

Thanks for reaching out to us here.  QuickBooks Online provides the option to upload your bank statements, so you can reconcile your accounts with confidence.  However, the issue you've described has also been reported by other customers.  I suggest contacting our Customer Care team outside of Community.  They will be happy to add you to the list of affected users, so you'll receive an email notification when it's been resolved.

 

If you have any other questions, feel free to reach out.  We would be happy to help!

Annie3
Level 1

Is anyone else having issues getting the TD bank statements to automatically download into QBO?

I have reached out to the customer care team.  They have stated that since no one else is having problems with this issue that I will need to take screen shots in QBO and send them in.  I also have to have my client get on their banking page and take screen shots and send them in through a special portal.  We need to somehow coordinate with each other, as once one of us uploads to the special portal, it somehow closes the case and there is a risk of our file being closed due to incomplete information.  All the extra work is required as apparently this is the only account experiencing difficulty with downloading bank statements.

I have searched for this issue  here in the community, but all the links I click on have a red message that states, "the message I am trying to access is not available".

So - just  curious if I am the only account that has issues with this item. I have had this problem since Nov 5/23.  Is no one else experiencing this issue?

JamesM4
QuickBooks Team

Is anyone else having issues getting the TD bank statements to automatically download into QBO?

Hello Annie3. It's important you get the resolution you need ASAP. That said, I recommend following the instructions provided by our customer support team so the issue can be fixed in a timely manner. Have you tried accessing the portal using a private/incognito browser window? Doing this helps bypass browser-related issues that may be causing the issue you've described about the portal. 

Annie3
Level 1

Is anyone else having issues getting the TD bank statements to automatically download into QBO?

Thanks for your comments.  I believe that I mentioned in my first post that I had already cleared cache and tried incognito browser.

JamesM4
QuickBooks Team

Is anyone else having issues getting the TD bank statements to automatically download into QBO?

I see you mentioned about using the incognito browser for the banking issue. However, my previous comment is directed towards the portal that's closing out when once you upload to it. In case that issue persists, I recommend getting in touch with our support team so they can share your screen and assist you with completing the requirements for the portal. Feel free to ask other questions. I'm here to steer you in the right direction.  

Annie3
Level 1

Is anyone else having issues getting the TD bank statements to automatically download into QBO?

I am not having issues with the portal for uploading information.  The QBO team told me that the process should be that both I and my client needed to upload all the information at one time.  If we don't, not all the information will be present for the QBO back-end team and therefore the back-end team will close the case.  So there is nothing to fix there per se.  The system doesn't allow two separate uploads of the information at different times.  QBO could fix their process so that the case wouldn't be closed because there was missing information.  But the physical portal is working as was designed.

JamesM4
QuickBooks Team

Is anyone else having issues getting the TD bank statements to automatically download into QBO?

I see. In order to move forward you'd need to reach out to our support to investigate further on why the system/portal isn't allowing two separate uploads of the information at different times. Doing this will allow our engineers to have a closer look at your account and help fix the issues. Feel free to ask other questions.

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