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Level 2

Anybody having problems downloading transactions from a Co-op business account? It worked fine until now. Have deleted and recreated but no joy.

 
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Best answer 07-17-2019

Accepted Solutions
Level 2

Re: Anybody having problems downloading transactions from a Co-op business account? It worked fin...

Hi. Can confirm it is working again. I didn't get duplicates perhaps because we had reconciled the manual import. Andy

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17 REPLIES 17
QuickBooks Team

Re: Anybody having problems downloading transactions from a Co-op business account? It worked fin...

Thank you for posting in Community Andy.

 

Sorry to hear of the trouble your having downloading your transactions from Co-op, can I please confirm if you are receiving any error codes?

 

 

Level 2

Re: Anybody having problems downloading transactions from a Co-op business account? It worked fin...

No, no error codes I'm afraid.

It all appears to work correctly and says it is pulling down data but there are no transactions past 28/6/2019 displayed. I logged into the Co-op and there are definitely transactions there that need to be downloaded.

Moderator

Re: Anybody having problems downloading transactions from a Co-op business account? It worked fin...

Allow me to step in, rowanandy.

 

Let's manually update your account to catch any transactions from your bank's website.

 

Here's how:

  1. Log in to your QuickBooks Onilne (QBO) account.
  2. Go to Banking and select your account.
  3. Click on the Update button.

You can refer to this article if you're encountering any error codes: Fix banking errors.

 

If the problem persists, then I recommend contacting our QuickBooks Support Team. They have more tools to perform a screen-sharing session and look into this further.

 

Here's how to reach them:

  1. Go to Help and click on Contact us.
  2. Enter your concern and select Let's talk.
  3. Choose either Chat or Call us.

In the meantime, you can upload bank transactions into QBO using a WebConnect file.

 

Please let me know how it goes. I'm always around to help. Take care.

Level 2

Re: Anybody having problems downloading transactions from a Co-op business account? It worked fin...

I'm also having the same problem. Appears to connect fine, no error messages, but no transactions downloaded. If I log on to the bank website there are definitely new transactions available. The QB support say the problem has been logged, but no information as to when it will be fixed. Importing transactions by CSV is very time consuming with Co-op as the CSV files they provide are full of unrelated text which has to be manually edited out. Also avoiding duplicated transactions is difficult.
QuickBooks Team

Re: Anybody having problems downloading transactions from a Co-op business account? It worked fin...

Hello Tim19

 

We can see your company has been added to the investigation that the banking engineers are currently working on regarding the Co-op.We are sorry that we do not have an exact time this will be fixed.We will update you via email from the case as soon as we have a resolution.

If you need any help with importing the CSV into QuickBooks we can certainly help with that.

 

Emma

Level 2

Re: Anybody having problems downloading transactions from a Co-op business account? It worked fin...

Also having the same problem. There are transactions there, but following successful download on 9thJuly, none have come across. I remember when setting up this account that I had a warning that at a 90-day point may need to re-authorise. I have tried to update the account, via 'Edit sign-in info' and following 'CustomerID & User ID' and 'I am not a robot' AND then entering my Device10DigitCode - no joy. I tried to 'Add Account' and had to 'Consent' to 'Confirm account connection', however as the account was already connected, it then did not allow it to be connected. So, HOW DO WE RE-AUTHORISE?

Level 2

Re: Anybody having problems downloading transactions from a Co-op business account? It worked fin...

I don't think you need to re authorise. This is a problem with Quickbooks as far as I can work out, the HTML returned by the Co-op site has not changed as far as I can see so QB must have made a change which has broken it (or possibly QB uses a different interface to the normal website which Co-op have changed). I have tried unlinking the account and connecting it up again, which works and QB is able to retrieve the account balance. But it cannot see any of the transactions - 9th July onwards for me too.

Level 2

Re: Anybody having problems downloading transactions from a Co-op business account? It worked fin...

Thanks Tim, I did not want to go down the route of disconnecting and setting up again. I was not sure if the 'matched' history in 'Reviewed' would be lost. Have you had to re-authorise at all, if so - how did that happen. My 90-day point was actually the end of June, so was surprised I had not had to anything.
Level 2

Re: Anybody having problems downloading transactions from a Co-op business account? It worked fin...

Unlinking hasn't changed the "matched" history in banking. I have not had to re-authorise and have been going more than 90 days. I got the consent screen you posted when re-linking the account, I just clicked Accept and it carried on. But no transactions.
Level 2

Re: Anybody having problems downloading transactions from a Co-op business account? It worked fin...

Sorry you guys are having the same issue. I disconnected and recreated the connection but that didn't change the behaviour. I agree the Co-op CSV files could be cleaner and that duplications are a concern.

 

Andy

Level 2

Re: Anybody having problems downloading transactions from a Co-op business account? It worked fin...

I have just been notified that QB have fixed this problem so well done to them for a quick response. The problem I have now is that it has duplicated all the transactions which I manually imported while it wasn't working - do I just manually exclude all of those?
QuickBooks Team

Re: Anybody having problems downloading transactions from a Co-op business account? It worked fin...


Hi tim19

 

You can use the batch action option to exclude the duplicate transactions from the for review page.

Level 2

Re: Anybody having problems downloading transactions from a Co-op business account? It worked fin...

Thanks, yes you can but identifying which transactions are duplicated requires some work.
Level 2

Re: Anybody having problems downloading transactions from a Co-op business account? It worked fin...

Hi. Can confirm it is working again. I didn't get duplicates perhaps because we had reconciled the manual import. Andy

View solution in original post

Level 1

Re: Anybody having problems downloading transactions from a Co-op business account? It worked fin...

All good here also
Level 1

Re: Anybody having problems downloading transactions from a Co-op business account? It worked fin...

its not fixed
QuickBooks Team

Re: Anybody having problems downloading transactions from a Co-op business account? It worked fin...

Thanks for joining us here in the Community, @ponsyponsy.

 

Let's update your account to fresh its connection with QuickBooks Online. Since the reported issue with the Co-op business account has been fixed by our developers already. Running a manual update can help us download any new transactions on your QuickBooks.

 

To do that:

  1. From the left menu, select Banking.
  2. On the Banking page, select Update.
  3. If prompted, enter your Multi-Factor Authentication (MFA) credentials and select Continue update.

You can also refer to his article for complete details for this process: Update your account

 

However, if the issue persists after trying this procedure, I'd suggest reaching out to our Customer Care Team so they can have a further investigation with this matter. 

 

Keep me in the loop if you have any other questions. I'll be around to provide further assistance. Take care!