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Hi there md-fancytrading-,
It's important that all your transactions are entered correctly for your books to be well balanced. QuickBooks Online is a great tool able to connect to the site of various bans to import transactions in order to save you time with data entry. I can provide some information about bank connection errors.
As per the QuickBooks Online bank feed status page, there is a known issue with TD (Toronto Dominion) accounts, and our engineers are working on getting this resolved as soon as possible. To get attached to the list of affected accounts in order to get notified by email once the issue is resolved, I recommend reaching out to the QuickBooks Online support team outside of the Community. They'll be able to verify your account information with you in a secure setting to be able to add you to the notification list. You can reach them using these steps:
Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.
Social Media: Facebook and X / Twitter
While the engineers are working on getting this resolved, if you'd like to have those transactions imported, you can follow the steps in this article to manually import them from a file provided by the bank.
If you have any other questions, feel free to reach out here.
Hi Alex
Thanks for the update; do you happen to know - has anyone reported the transactions that did come through can't be matched? Like, both the auto-match doesn't work, and if you try to manually match it, the system only shows you expenses (not bank accounts, credit card accounts, etc.)
Hello Leith G. While there hasn't been a report that's similar to yours, rest assured, that our engineers are fixing the issue so you can continue to manage your banking with ease. The fix may sometimes result in some functions working before others, until eventually the full functionality is restored. However, if you'd like to isolate the specific issue that you've described, you have the option of getting in touch with a specialist so they can take a look into this further. In the meantime, let me know if you have other questions.
When? When? When? We keep hearing they are working on it. They could have built Rome by now. This is a feature of your software that you promote. Not much good if it doesn't work. I think we have all been patient, but how much longer is this expected to take? This is really poor response.
Hi,
looks like the issue is still happening, is there an updated timeline? It’s becoming very difficult to manually post and reconcile a large amount of transactions.
Has this been corrected yet? I just updated my account and one of my banking accounts has current transactions, while my credit card is missing all November 2023 and later transactions. Says it is "Up to Date" but nothing has come through.
Hi there akw17,
Thanks for reaching out about your bank connection. QuickBooks Online is a great tool able to connect to multiple bank websites in order to import transactions. I can provide some assistance with these transactions that are missing.
If transactions are missing, but no error message is present, the first step I recommend doing is updating the sign-in info. To do so, go to the banking tab, then click on the pencil beside the affected account Select Edit sign-in info, and then re-enter the sign in information for your bank.
If the error still persists, I would recommend reaching out to the support team outside of the Community. They'll be able to do an analysis of the connection to assist with further steps with the connection and notify the engineers. You cna reach them using these steps:
Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.
Social Media: Facebook and X / Twitter
If you have any other questions, feel free to reach out here.
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