Can’t connect bank feed for OCBC

Let's get your account updated, Hvala.

So far, we haven't received similar issues reported for OCBC. We can perform a few manual updates to refresh the connection between your bank and QuickBooks Online. Here's how:

1. On the left navigation menu, click Transactions and choose Banking.
   
2. Select the respective Bank and hit Update in the upper right. QuickBooks begins updating your account.
3. You can do this 2 or 3 times during non-peak hours.

However, if it's still not updating, you can use our WebConnect feature and manually import the transactions. Let me walk you through the process.

Step 1: Pick a start date:

1. In QuickBooks, go to the Accounting menu and then select Chart of Accounts.
2. Find the bank or credit card account you want to upload the transactions into.
3. Select Account history.
4. Find and write down the date of the oldest transaction. Usually, the oldest transaction is the opening balance.

Step 2: Get transactions from your bank:

1. Sign in to your bank or credit card's website.
2. Follow your bank's instructions for how to download CSV files of your transactions to your computer. Every financial institution has different steps.
3. Make sure the date range for the download is at least one day before your oldest transaction.
4. Download your transactions. Save the file somewhere you can easily find it, like your computer's desktop.

Once imported, I recommend editing, assigning, and categorising your transactions. Doing so will help you ensure the accuracy of your financial records.

Additionally, which bank are you having a problem with? Did you encounter any errors? If you have, the following articles list different bank error codes and detailed troubleshooting steps to resolve them:

Fix bank error 108.

Fix bank error 377.

I'm only a post away if you have any other questions about this topic or anything else you need help with QuickBooks. I'll be glad to share and provide further assistance whenever you need one. Have a nice day!

Hi Rose-A,

We have tried importing using method (1)  of updating multiple times the latest 2 days but were unable to do so. It is the usual method that we use but somehow it isn’t working now.

The other method you recommended isn’t really helpful as we will have to manually import the data from our bank whereas the usual method allows the transactions to be fed into QuickBooks automatically.

The error message given was (102). It is strange because 2 of our separate quickbook accounts are having the same issue. Both are trying to connect to different bank accounts too. Both are from OCBC bank, but different account numbers

Another error we encountered is (0000)

 I haven't seen any open investigations concerning about connecting your OCBC bank account to QuickBooks, Hvala.

For now, you'll need to check on your bank to verify if they have any ongoing maintenance that may lead to that issue that you're experiencing. You can try signing in through your bank's website. If you can't log in through it , I recommend to call your bank. 

Also, if you successfully log in with no notifications and alerts, you can call our Support Team . They can conduct a proper investigation to see what's causing this error:

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.

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

• Connect bank and credit card accounts to QuickBooks Online
• Categorise and match online bank transactions in QuickBooks Online
• Reconcile an account in QuickBooks Online

Don't hesitate to post again here if you have further concerns in connecting your OCBC bank account with QuickBooks. I'm always here to help.

Hi there,  

We have been having the same issue as well.  We contacted OCBC and they said it was a Quickbooks issue.  We haven't been able to update for the past 4 days.

Any resolutuon?

Anyone else spoken with OCBC or Quickbooks?

We just spoke with the tech support of QuickBooks and they are also unable to troubleshoot the problem. Will just have to wait for them to do a thorough check on their end..

Thanks for the update.  We have been trying all afternoon and it just times out.  Do let us know if you manage to connect!

Hi There,

Are there any connection logs or debugging logs we can check through?

To see where the possible error is caused? 

I want to ensure you'll be able to connect your bank account to QuickBooks, @Patrick2B.

In most cases, bank connection issues happen when:

• The bank is performing system maintenance. 
• There are notifications from their website that need your attention.

To check, log in to your bank's website to review if there are alerts that need your attention. Once signed in, perform the following steps:

1. Review your account page for messages, notifications, or alerts. 
2. Check your bank’s website for any announcements.
3. Perform the needed action (if there's any).
4. Go back to QuickBooks, then connect your account.

You can also connect your account using a private window. This way, we can determine if it's a browser-related issue. Sometimes too much cache accumulated in a browser can cause unexpected behavior with the product. Simply press these shortcut keys:

• Google Chrome: press Ctrl + Shift + N 
• Mozilla Firefox and Microsoft Edge: press Ctrl + Shift + P
• Safari: press Command + Shift + N

If this works, you can clear the cache and cookies of your browser. If not, you can use another supported browser. Possible that your current browser may have a temporary issue with QuickBooks.

Once resolved, let's go to the Transactions tab and categorize the transactions to ensure your financial records are correct. To learn more about this process, visit this article: Categorising Transactions. 

Be sure to keep in touch by leaving a comment below. We want to ensure this matter gets resolved. Have a good one!

Hi ReymondO,

I would like to assure you that WE ARE NOT ABLE TO CONNECT TO OUR BANK. Your customer service has confirmed all the method you have suggested. Incognito mode, clearing of cookies and cache, using another device and browser. None of them worked.

So you might want to stop assuming that we have not tried those methods, and that it is the fault of our bank before replying

Thanks for getting back, @Hvala.

I have some information about the OCBC bank connection. Since you're done trying the basic banking troubleshooting steps, I recommend contacting our Customer Care Support. This way, we can create a ticket for you and investigate further.

Here's how to reach out:

1. Go to Help.
2. Select Contact Us.
3. Enter a brief description of the case.
4. Tap Continue.
5. Click either Chat or Have us call you.

I'm also attaching this link here in case you need help managing bank-related tasks. It contains topics with articles that'll guide you along: Find help with bank feeds and reconciling accounts.

Please know that you're always welcome to swing by if you have other questions or concerns with bank connections, so don't hesitate to reply. Take care and have a great day ahead.

We have gone through all the steps as well.  Still not able to connect.  We have contacted OCBC technical support and they say that everything is good on their and and that our account is fine. 

Still unable to connect after 1 week

I do appreciate you for reaching out to your bank, Patrick2B.

I suggest reaching out to us so we can further check the root cause why you're still unable to connect your bank into QuickBooks. You can follow the steps shared by my colleague. 

Meantime, you'll want to manually import your bank transactions into the system. Just log in to your bank's website and then filter the dates you want download. Your bank may offer a few file formats. If possible, pick the QuickBooks Online data (QBO) format. These are formatted specifically for QuickBooks Online. You can also upload transactions from a CSV file.

Then, you can use this link on how to manually import your downloaded transactions to QuickBooks: Manually upload transactions into QuickBooks Online. The next steps you'll want to do after importing your transactions are also in the article. 

Let me know if you have additional concerns. I'm glad to help. Have a great day ahead.

Please don't suggest a work around ~ A key feature for choosing quickbooks we were sold on, was seamless integration with financial institutions.  

We don't want a work around, we want the product to work as promised.  I've been chatting with your technical support team for almost an hour (BTW I have a broken finger and it's difficult to type, but your support would only accept chat. not a personal phone call.  Very disappointing)  Why can't I talk to a human?

@Patrick2B 

Couldn’t have said it better myself.

I think it is time for us to consider Xero for this new year. Hope your finger gets better soon.

Same problem here I tried different browsers cleared cache etc. looks like everyone is frustrated.

Anyone managed to get an actual solution? Chatted with the tech support on Monday and did not get any reply after they say they will put in a ticket.

Doesn’t help that the ECI and GST filing due date is fast approaching.. :(

Ocbc said they don’t have oversight over the issue. Asked to contact QB instead by raising a ticket. 😂

I don't think there's any solution at the moment (unless you count the manual upload which is a BS solution if you ask me). I've received an email from QB that "their engineers are working hard to resolve the issue" but I don't think there's any progress in the matter to date. 

We have a Incident ticket wth QB on this matter. it has ben 4 days and no update.

Nothing to show us they have even looked at the problem.

Hey there, Patrick2B.

I'd like to check this for you and get it taken care of myself. However, the Community can provide answers and troubleshooting solutions to certain questions, there are things that only our phone support can do to resolve the problem.

I know you've already called in but I'd still suggest getting in touch with our QuickBooks Support to have your incident ticket re-investigated. All account-related concerns need to be directed to our phone support for security purposes.

Please be reminded that our Support Team is available from 6:00 AM until 6:00 PM on weekdays, and 6:00 AM till 3:00 PM PT on Saturdays. Here's how to contact us:

1. Click the Help (?) icon.

2. Choose Contact Us.

3. Enter a brief description of your situation in the What can we help you with? area, then click Let's talk.

4. You'll be presented with a few options for connecting with Intuit. Select Get a call.

I'm always around to lend a hand if you have more questions about QuickBooks or any bank-related concerns. Just tag my name in the comment section so I can assist you further. Take care and have a good one.

I still haven't received any update from my open helpdesk ticket.  

No-one from QB support has even bothered to contact me.  

What's the point in opening the ticket?  

The error message is in a worse state now.   Anyone else getting error 189?

Thanks for keeping in touch with us, Patrick2B.

I can only imagine the effort and time you spent to get someone to help you with this connectivity issue with your OCBC bank. Having the ticket number from our phone support means your issue is being taken care of. They send you an email notification the moment the investigation is done and the solution is available.

If you wish to follow up, you can contact us and provide the ticket number to the responding agent. This way they pull up your account and give you the status of the investigation.

You might want to visit the following link to become more familiar with the features and functions of QBO: Help Articles.

I'm looking forward to hearing this being resolved. Let me know if you have other QuickBooks questions and I'll be here to help. Wishing you a good one.

Hey Guys, We logged in today and tried to update the transactions from Bank. We continue to see this error 189 which say something wrong we are working on and will update. Its almost 4 hours and no update. I just read all the details in this chat and people experience the same issue. QB need to act fast as these straight forward items needs to resolved ASAP. 
Ticket or contact is useless, as there is no response in both.