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Have you tried opening your QBO account on private/incognito browser?
Thanks just tried that, no go.
We've had the same issues on all our TD accounts (multiple businesses) since Nov 18th. Is QBO on it ?
Hi rhunter33 and others joining this thread,
Thank you for reaching out for assistance with your TD account. I can understand how this would affect your daily tasks when you're unable to successfully upload your transactions. We've recently experienced a break in the connection with multiple financial institutions and QuickBooks Online, but I'm happy to say our Development Team have now resolved the issue. I'd be happy to take this opportunity to provide additional information to help get you back on track with updating your transactions.
I suggest beginning with clearing cache on your browser and log into your account in private or incognito mode. If you're still unable to update your transactions, try a different browser such as Google Chrome, Safari, Edge or Firefox. You also have the option of manually uploading your transactions to keep your books accurate. I recommend making note of the last transaction in QuickBooks Online prior to this procedure, to prevent uploading duplicate entries.
Here's how to locate the latest transaction in your account:
1. Open the Gear icon in the top right of your dashboard, select Chart of Accounts
2. Locate the account in your list and select Account History
3. Reorder the date range by clicking on the Date column header
4. Write down the date of the last transaction
When you're ready, log into your bank's website and download your transactions in csv format. Enter the date range based on the last transaction previously noted. Open the file and format it prior to uploading it into your bank feed for a smooth transition. Save the file when completed.
Follow these steps to upload your transactions in QuickBooks Online:
1. From the Banking or Transactions menu, select the Banking tab
2. Click the tile for the account
3. Select the ▼ dropdown arrow beside Link account and hit Upload from file
4. Browse and open the csv document and click Next
5. Choose your account from the Account ▼ dropdown and hit Next
6. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks and hit Next
7. Select the transactions to import and continue through the prompts
Note: This is where you can also choose not to upload any transactions that are already in QuickBooks
8. Choose Yes
9. When you're ready, hit Let's go
You can now match and categorize your transactions!
If for any reason you still notice duplicate entries, here's how you can remove them:
1. From the Review tab, checkmark the box beside the duplicated transactions
2. Hit Exclude from the tab that appears
Note: To permanently delete the transactions open the Excluded tab, checkmark all items and hit Delete. Any transactions deleted in error will need to be recreated manually.
QuickBooks Online will recognize these entries and proceed from the last transaction and onward on your next banking update.
If you continue to run into issues when updating your transactions from TD, please contact us so we can further assist and have a closer look at the situation on our end.
Schedule a Callback or start a Chat: click the ? in the upper right of QuickBooks Online > enter "Contact support" > choose Contact Us > explain your situation > select Let's Talk > choose Get a callback or Start a Chat.
Social Media: Facebook, Twitter, and Instagram.
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 assist!
Same issue here with qbo and td since the 18th I think. Hopefully it gets resolved soon. No issues logging into td online banking.
Try opening your QBO account on any private/incognito browser. If the same problem persists, use MT Online or or one of the converter tools (e.g csv2qbo @ $60 one time license) for the time being.
https://www.moneythumb.com/?ref=110
Hi there. Feel free to let me know if you're still having issues with your banking in QuickBooks. I'll be on standby.
I’m also having the same issue. Same date as well
Thanks for confirming. At this point, I recommend getting in touch with our support team so they can share your screen and help assist you further. This ensures you get the support you need in a timely fashion. In the meantime, feel free to ask other questions. I'm here to steer you in the right direction.
Hi,
TD bank accounts still not updating! How much longer we have to wait?
It's affecting our business so much!
Thanks
Irina
Hi billing-mitechis,
Please contact us, so we can add you to the list of affected users so we can email status updates regarding the investigation with TD bank.
If you have any other questions or concerns, let us know. We are here for you!
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