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Giovann_G
Moderator

Has anyone been unable to connect OCBC bank account since the start of 2022?

Hello, SGSCC.

 

I know how you feel and recognize the importance of linking your Oversea-Chinese Banking Corporation (OCBC) to QuickBooks Online. I'll provide you with more information about the problem.

 

Although the previous error 106 has been resolved, our engineering team has discovered a new issue with your financial institution that prevents QuickBooks from downloading your bank transactions. Our engineers are working hard to identify the root cause of the problem and resolve it as soon as possible.

 

I understand you already contacted our Customer Care Support; however, I recommend reaching them again to add you to the new list of affected users. This ensures you'll receive an email informing you of the update and their recommendation. Please follow the steps provided by my colleague JonpriL above.

 

While our engineers work on the fix, consider downloading a CSV file of your bank transactions and importing it. Check out this article for a complete guide: Manually upload transactions into QuickBooks Online.

 

After adding and matching transactions, you can reconcile your account to ensure your QuickBooks balance matches your bank or credit card statement balance. Refer to this resource for more details: Reconcile an account in QuickBooks Online.

 

You're always welcome to post again if you need anything else. We're available to help you 24/7.

SGSCC
Level 3

Has anyone been unable to connect OCBC bank account since the start of 2022?

I'm not sure why resolving one issue (error 106) will result in another (error 104).. I am pretty sure my issue is not unique and certainly not caused by me since all the users in this thread have issues with QBO-OCBC login. I understand it takes time to resolve issues and I can deal with file download as a temporary solution for this month. 

 

Online bank transaction download is a product feature QBO offer its customer at a subscription fee so please get it fixed asap and update all customers when it's ready. Don't keep asking us to contact QBO support and add ourselves to email update.

 

Thank you for your support.

MCube
Level 1

Has anyone been unable to connect OCBC bank account since the start of 2022?

Still unable to do so too here

AileneA
QuickBooks Team

Has anyone been unable to connect OCBC bank account since the start of 2022?

Hello, MCube

 

I appreciate all the efforts you've exhausted in performing the troubleshooting steps. We found out that there's a new ongoing issue with OCBC that prevents QuickBooks from downloading your bank transactions. Our Product Engineering team is already aware of this and is now working on the connection between OCBC and QuickBooks Online. 

   

In the meantime, I suggest contacting our Customer Support Team, so you'll be added to the list of affected users and receive an email notification once we resolve the issue. 

 

  1. Click the (?) Help icon and enter Talk to a human (then type it again when prompted).
  2. When asked by the bot, enter "OCBC Bank".
  3. Select I still need a human, then proceed with Contact us or Get help from a human.
  4. Choose a way to connect with them.

 

Here's more information about the different types of support we offer and their availability: QuickBooks Online Support

 

While we're still working on a fix, you can manually add the transactions to your QBO account. For detailed guidance on how to get the transactions from your bank, check the format, and upload it successfully, check out this article: Manually upload transactions into QuickBooks Online.

 

Additionally, you can check these references to categorise the downloaded transactions and reconciling transactions:

 

 

If you have other banking connectivity concerns, leave a comment below. Let me also know if you're experiencing hurdles after contacting our support team. Just remember, I'll jump right back into this thread to assist you further.

edwinsim
Level 3

Has anyone been unable to connect OCBC bank account since the start of 2022?

Please add me to the contact list [email address removed] - even getting my email onto the list of affected users id s pain.

 

I’ve been waiting for a fix for this for almost a month now. Thanks.

Mich_S
QuickBooks Team

Has anyone been unable to connect OCBC bank account since the start of 2022?

I can see how impacting this banking issue is on your business, @edwinsim.

 

As much as we'd like it to be possible, only a representative from our Customer Support team is able to access your account in a more secure environment. Additionally, only they have the option of adding an account to the list of users who are affected by the problem in question.

 

You may follow the steps that my colleague AileneA has provided in the previous post to contact support.

 

Once everything is going well, see this helpful article: Categorise and match online bank transactions in QuickBooks Online. This helps you handle your downloaded transactions in QuickBooks.

 

We appreciate your continued patience while we're working on this for you. Message back if you have additional concerns about banking or QuickBooks in particular. I'm here to help. Take care always!


 

SGSCC
Level 3

Has anyone been unable to connect OCBC bank account since the start of 2022?

Just an update to everyone affected and the QBO team..

 

I managed to login to OCBC business account (re-connect as new) today after almost a month...I was subsequently asked the period to pull transactions from (e.g. current FY, this year/month etc) but nothing was retrieved no matter what I choose.

 

Two step forward, One step backward..

 

Look forward to full resolution from QBO team asap. It's month-end closing period.

edwinsim
Level 3

Has anyone been unable to connect OCBC bank account since the start of 2022?

hi.,.. I received a note from QBO to say that the engineers have found a fix to it. and yes indeed, I managed to connect... BUT, no transactions from my OCBC bank account has been pulled down.

 

It's still not solving the problem we users are facing. Please help. 

JenoP
Moderator

Has anyone been unable to connect OCBC bank account since the start of 2022?

Thanks for letting us know that you're able to make a banking connection successfully, edwinsim.

 

Upon checking our records, I can confirm that a fix was deployed by our engineers that enabled you to access your account in QBO. 

 

However, a possible browser issue might have still prevented you from downloading new transactions from your bank. Let me share some steps that can resolve common banking errors in QuickBooks. 

 

Start by switching to a different browser. Google Chrome, Firefox, Microsoft Edge, and Safari are all compatible with QBO. You can also follow these steps on how to switch to a private or incognito browsing session:

 

  • Ctrl Shift  for Google Chrome
  • Ctrl Shift P for Firefox
  • Control Option +if you're using Safari
  • Ctrl Shift P for Microsoft Edge

 

Once done, go back to the Banking menu and follow these steps to manually update the account:

 

  1. Go to Bookkeeping, select Transactions, then select Banking.
  2. Select Update.

 

After that, check if new transactions are now showing up. Let me also share this article for additional details: What To Do If You Get a Bank Error or Can't Download Transactions in QuickBooks Online.

 

Let me know if you're able to bring in new transactions from OCBC bank. The Community is always here if you need anything else. 

edwinsim
Level 3

Has anyone been unable to connect OCBC bank account since the start of 2022?


Hi Jeno,

 

I've done what was recommended (incognito and private sessions on both chrome and safari) but they still didn't work.

 

I've even tried it on different devices and cleared cache to no avail.

 

Is anyone having the same issue as well - i.e. can connect but no transactions are being pulled down?

@JenoP wrote:

Hi there, edwinsim.

 

Thanks for letting us know that you're able to make a banking connection successfully. I can confirm that a fix was deployed by our engineers that enabled you to access your account in QBO. 

 

However, a possible browser issue might have still prevented you from downloading new transactions from your bank. Let me share some steps that can resolve common banking errors in QuickBooks. 

 

Start by switching to a different browser. Google Chrome, Firefox, Microsoft Edge, and Safari are all compatible with QBO. You can also follow these steps on how to switch to a private or incognito browsing session:

 

  • Ctrl Shift  for Google Chrome
  • Ctrl Shift P for Firefox
  • Control Option +if you're using Safari
  • Ctrl Shift P for Microsoft Edge

Once done, go back to the Banking menu and follow these steps to manually update the account:

 

  1. Go to Bookkeeping, select Transactions, then select Banking.
  2. Select Update.

After that, check if new transactions are now showing up. Let me also share this article for additional details: What To Do If You Get a Bank Error or Can't Download Transactions in QuickBooks Online.

 

Let me know if you're able to bring in new transactions from OCBC bank. The Community is always here if you need anything else. 


 

ChristineJoieR
QuickBooks Team

Has anyone been unable to connect OCBC bank account since the start of 2022?

Help has arrived, @edwinsim.

 

I appreciate your patience in following the troubleshooting steps provided by my colleague. And I also recognize your frustration about being unable to connect your bank account to QuickBooks.

 

At this time, we have an open investigation of the issue you mentioned above. Our engineering team is working hard to get this resolved as quickly as possible.

 

For now, I suggest contacting our support team to add you to the list of affected users. This way, you’ll receive a notification when a fix is available.

 

Here’s how to get in touch with our representatives:

 

  1. Log in to your QuickBooks Online account.
  2. Click the Help button at the top right corner.
  3. Go to the Search tab, then select Contact Us.
  4. Enter a brief discussion with your concern, then click Continue.
  5. Choose a way to connect with us: Ask the communityStart a chat or Get a callback.

 

Once ready, you can have this article for your reference in linking bank to QuickBooks: Connect bank and credit card accounts to QuickBooks Online.

 

Additionally, have this guide to download the newest banking transaction on your QuickBooks account. Refer to this article: Download the most recent bank and credit card transactions in QuickBooks Online.

 

You are always welcome to drop your comments below if you need further assistance. Keep safe.

Kippei
Level 1

Has anyone been unable to connect OCBC bank account since the start of 2022?

No transaction been download yet. Same issue happen to me. 

Carneil_C
QuickBooks Team

Has anyone been unable to connect OCBC bank account since the start of 2022?

Please know that this isn't the kind of service we want you to experience with us, @Kippei.

 

I know you're putting so much effort and time into getting a resolution to your concern. I’ll make sure you get routed to the right direction of support to sort out this issue.

 

As mentioned by my peer above, there's an ongoing investigation that users also encountered the same issue with their bank connection. Please know that our team is aware of this matter and is currently implementing measures to fix it.

 

I'd recommend reaching out to our QuickBooks Online Support Team to add your account details to the list of affected users. This way, they'll be able to pull up your account in a safe environment and do further investigation regarding this concern. They can also create a case ticket for this if needed.

 

To ensure that we address your concern on time, you can check our available hours when contacting our support.

 

Please bear with us as we're working on this. Keep me posted if you have any other questions or concerns about QBO-related tasks. I'll be around for you. Take care always!

SGSCC
Level 3

Has anyone been unable to connect OCBC bank account since the start of 2022?

Latest update.. 

 

I was able to connect to OCBC business account and download transactions like I used to.. What I don't understand is I can only get transactions up to 31 Aug 2022 but 1 - 8 September is missing.. I'm not sure whether this is OCBC or QBO's limitation or bug.

Carneil_C
QuickBooks Team

Has anyone been unable to connect OCBC bank account since the start of 2022?

Thank you for chiming in on this thread and sharing your concerns, @SGSCC. I'm here to ensure that you'll be able to find your missing transactions in QuickBooks Online.

 

The first thing we can do is do manual updates. When you connect to your account, this will download any new transactions listed within the previous 90 days and the most current information. I'll guide you on how:

 

  1. Go to Bookkeeping then, select Transactions.
  2. Choose Bank transactions.
  3. Select Update.
  4. If asked, enter your Multi-Factor Authentication (MFA). Then select Continue update.

 

Once done, you'll be notified when the update is complete. If it's successful, the date and the total number of transactions will be shown on the account.

 

Alternatively, there are times that too much historical data from the browser causes discrepancies that affect the view and performance of your QuickBooks. Thus, it might be the reason why you encountered a pop-up message when you tried to pull up your transactions.

 

In the meantime, I suggest logging in to your QBO using a private window. It doesn't use the existing cache files to help us determine if this is a browser-related issue. Feel free to use either of these keyboard shortcuts depending on your browser:

 

  • Google Chrome: Ctrl + Shift + N
  • Safari 11 or newer: + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P

 

If it works, you can go back to your original browser and clear its cache to start fresh. You can also use another supported and up-to-date browser to narrow down the results.

 

For more information about updating your bank, you can check out this article: Download the most recent bank and credit card transactions in QuickBooks Online.

 

In addition, I have this useful resources to help you further in case you encounter bank errors along the way, as well as in organising your transactions:

 

 

Let me know how else I can help you with banking concerns in QuickBooks Online by adding a comment below. I'm more than happy to lend a helping hand. Keep safe always! 

April F
Level 2

Has anyone been unable to connect OCBC bank account since the start of 2022?

Hi, I'm facing a similar issue with you when I tried updating after the "fix". For my case it cut off at 31 Aug as well but it only downloaded 20 transactions. Hence there are some missing transactions within as well which I had to manually sort out. Honestly this is such a chore and is messing up my bank transactions. Had to manually compare with the bank statement to find the missing transactions as well.

 

Edited to add: If another moderator is intending to suggest a manual upload, please don't. The selling point of QBO is supposedly the seamless connection with major banks for our convenience. Please just be upfront on if there is still an issue with the "fix" and what is the expected timeline for recovery.

SGSCC
Level 3

Has anyone been unable to connect OCBC bank account since the start of 2022?

I agreed totally with @April F .. The key value proposition of QBO is seamless retrieval of OCBC banking transactions but I am only able to retrieve up to 31st Aug 2022 (I last tested 12-Sep 1030am).

 

5 weeks has passed for me and the problem is still not completely solved. 

Rubielyn_J
QuickBooks Team

Has anyone been unable to connect OCBC bank account since the start of 2022?

I recognize the frustration you might have felt with the issue in downloading your bank transactions in QuickBooks, @April F.

 

I verify our system further and found that the investigation about the OCBC online banking issue has deployed a fix to support the new summary layout of OCBC Bank. You should be able to access your account and see the balances.

 

If you're still having issues with downloading and have missing transactions, I suggest getting in touch with our support team. They have the necessary tools to check your account in a safe environment to help find a fix.

 

Additionally, here are some helpful references that you can check out about bank errors, as well as how to reconcile your account:

 

 

If you need anything else or concerns about downloading your OCBC transactions, let me know by commenting below. I'm always here to help. Take care always. 

SGSCC
Level 3

Has anyone been unable to connect OCBC bank account since the start of 2022?

@Rubielyn_J  I can confirm that as of 12 Sep 1150am, I am still can't retrieve transactions from 1 Sep 2022 onward. Your technical team should validate the fixe before wasting customers' time to try again and again. The lack of quality check in your fixes is mind-boggling..

 

 

LollyNino_C
QuickBooks Team

Has anyone been unable to connect OCBC bank account since the start of 2022?

I know that this hasn't been easy, @SGSCC.

 

I understand your point about this matter. I want to ensure you won't go through this kind of experience again and still can't retrieve transactions. I appreciate your time and effort in contacting our support agent. 

 

In this case, it would be best to contact our QuickBooks Online Team. I know you already contacted them, however, this is the best option we can have for them to process your request. Here's how to contact them: 

 

  1. Log in to your QuickBooks Online account.
  2. Click the Help button at the top right corner.
  3. Go to the Search tab, then select Contact Us.
  4. Enter a brief discussion with your concern, then click Continue.
  5. Choose a way to connect with us: Ask the communityStart a chat or Get a callback.

 

While we're still working on a fix, you can manually add the transactions to your QBO account. For detailed guidance on how to get the transactions from your bank, check the format, and upload it successfully, check out this article: Manually upload transactions into QuickBooks Online.

 

If you have any other questions about banking transaction QBO, please let me know by adding a comment below. I'm more than happy to help. Have a great day ahead. 

April F
Level 2

Has anyone been unable to connect OCBC bank account since the start of 2022?

@Rubielyn_J I too understand that a fix have been deployed and yes I can access the account and yes I can see the balances but no the transactions are not being fully updated and downloaded.

 

Just a summary of the whole timeline of the supposedly "fixes" to the errors I've encountered to date. Not including the first time I've encountered back at the start of this year which was supposedly resolved until it recurred in July.

 

26 Jul 2022 - Unable to log in to OCBC and update transactions (Error code 105.)

28 Jul 2022 - Error code 105 was still not resolved. Reported via Support Chat. Support stated that the issue is that "OCBC have been in maintenance due to connection issues" and to wait for an update. I was told to manually upload the transactions as a solution.

04 Aug 2022 - New error code 106 encountered stating that "bank account cannot be found and may be suspended". Now imagine the panic I have initially thinking that my company bank account has been compromised. After getting through to OCBC bank and confirming that my bank account is NOT SUSPENDED and that all is well, contacted QB Support (who still insist that the issue is with OCBC). Was told once again to wait for an update.

17 Aug 2022 - Having received no updates on the matter, I once again went to chat support who now insists that "OCBC is currently under a huge fix since they have been experiencing great issues with the servers". Request for refund of the subscription fees in view that QBO is not working as intended was ignored.

24 Aug 2022 - Email sent out stating that issue has been resolved. Tried updating but lo and behold a new error code 104 appeared. Raised another ticket with Support and was told Error 106 was indeed resolved successfully and that 104 is new error that is currently being fixed. 

26 Aug 2022 - Email sent out stating that issue has been resolved.

29 Aug 2022 - Tried updating but only bank balance is updated, no transactions was downloaded. Raised another ticket via Support who made me go through the whole process of using another browser, clearing cache, etc (which is totally a waste of time when I came on this page and found that I wasn't the only one that is facing the problem as well). When all steps failed, I was once again told to manually upload the transactions as a solution.

30 Aug 2022 - Email sent out stating that issue has been resolved. Which it is not after trying multiple times and still the transactions were not downloaded.

08 Sep 2022 - Email received stating that "We have receive an information from our engineering team that they have already fix the issue and most of our customers are now able to link the bank and pull up the latest transactions." Managed to only download 20 transactions which cut off at 31 Aug. To make matters worse, there are missing transactions between the transactions downloaded. Replied via Email that same day that the issue is not fully fixed which make matters worse.
12 Sep 2022 AM - Email received asking me to try updating the banking page again. Not too hopeful that the issue has been resolved but by this stage what's there to lose except for valuable time right? To no one's surprise it is still the same. Which for me is the final straw that broke the camel's back.

Just a few questions

1. Is getting in touch with support at this time really helpful given that by now they should be fully aware of the issues. Additionally at this stage, I don't think there's any one here that haven't raised a ticket with Support. And it makes no sense having to keep raising tickets when the original ticker was marked as "resolved" when the issue is not fixed fully.

2. Does anyone on the QB team tried to test it out before the "fix" is rolled out to customers? Or are we the guinea pigs for the engineering team? Shouldn't there be some QAQC involved in this?

3. Can there be periodic updates on the matter from Support as well? It feels that this MAJOR issue has been brushed under the carpet.

 

My sincere apologies for the long rant but it seems to me that QB is not taking this issue seriously all these while with the flippant/ copy-and-paste replies by moderators/staff to the comments and on support as well. QBO as an accounting software and not being able to connect PROPERLY to one of the largest SME banks in Singapore is and should be a major red flag and issue. 

edwinsim
Level 3

Has anyone been unable to connect OCBC bank account since the start of 2022?

I share the same frustration as @April F . We just need a fix. We have been waiting very long for a fix since July and for me in particular, the syncing and downloading of the OCBC Business banking transactions have been intermittent since June 2022. I'm closing my FY end of Sep 2022 and the apparent fix/solution is disappointing - I'm not getting my Sep transactions at all.

 

Also, getting us to keep logging tickets to register the issue just add to users' frustrations further. You have your constraints, we know....please also look at our constraints/frustrations. We paid for a service and it's not meeting the service it promised. And on top of that we are subjected to the constant "fixes" that do not solve the problem and our business/operations is heavily reliant on the system.

 

Please solve this once and for all. Thank you. 

SGSCC
Level 3

Has anyone been unable to connect OCBC bank account since the start of 2022?

6 weeks has passed since I first encountered the OCBC login issue and still it's not fully resolved today. I still cannot retrieve any transaction beyond 31st Aug 2022. May be we have to wait till Kingdom come..

 

This is embarrassing and unreasonable level of service from QBO team, period.

 

edwinsim
Level 3

Has anyone been unable to connect OCBC bank account since the start of 2022?

Is there any updates on this matter? 

Rose-A
Moderator

Has anyone been unable to connect OCBC bank account since the start of 2022?

I appreciate you following up on this thread, edwinsim.

 

We're pleased to inform you that the issue has been resolved. The resolution has been implemented and everyone should be able to connect with OCBC bank.

 

To ensure it's fixed, we can perform a manual update to refresh the connection between your bank and QuickBooks Online. See the steps below:

 

  1. On the left navigation menu, click Banking.
  2. Choose Banking.
  3. Click on Update in the upper right. QuickBooks begins updating your account.

 

However, if you're still unable to connect, I'd suggest getting in touch with our QuickBooks Online Support for further investigation.

 

Additionally, we can bookmark the following article: What to do if you get a bank error or can't download transactions in QuickBooks Online. This will provide us with links and steps on how to handle banking errors.

 

Let me know if I can be of additional assistance while working with online banking in QuickBooks, edwinsim. I'll keep an eye out for your response.