Bank of Scotland account. Quickbooks is not getting the transaction description coming through. This has only been happening for the last month. Anyone else?

Welcome aboard to the Intuit Community, Clelland1982.

I want to ensure the transactions' description are also downloaded when adding them to QuickBooks Online.

I’ve checked with my tools and didn’t find any open investigations similar to your concern. You may want to contact your financial institution to check if they’re going through maintenance update.

In the meantime, you can download transactions from your bank’s website into QuickBooks via  WebConnect feature. Let show you the step by step process.

To download:

1. Log in to the Bank of Scotland’s website.
2. Follow the online process to download transactions.
3. Choose the data you're working on.
4. Select a supported file type.
   •    Comma-Separated Values (CSV)
   •    QuickBooks Online (QBO)
   •    Microsoft Money (OFX)
   •    Quicken (QFX)

Please note of the file name and location. Once done, you can start uploading the transactions to QBO.

Here’s how:

1. Go to Banking on the left panel, then select Banking.
2. Click on the drop-down for Update, and select Upload transactions manually.
3. On the Upload file page, click on the Browse button and locate the file you’re working on.
4. Select Open, then click Next.
5. On the Map CSV columns page, make sure to match the account field to a QuickBooks field.
6. On the CSV transactions for import page, select the data you want to import.
7. Click on Next and Let's go!.

For more in-depth information, you can refer to the How to upload more than 90 days of bank transactions article.

There you go. You should now be able to see the transactions description.

Let me know how it goes after contacting our support team. I want to make sure this is taken care of. Have a good one.

Hello Clelland1982,

I appreciate you for getting back to us and for providing additional clarification about what's going on with your Bank of Scotland account in QuickBooks Online.

I've checked here again to ensure if there's an ongoing issue with the descriptions of the imported bank transactions, but haven't found any reports from other users. Please know that the bank data imported to QuickBooks will depend on the information coming from the Financial Institution.

I recommend checking the information of the transactions through the bank's website and check if there are changes to the descriptions. If none, I recommend reaching out to one of our Support Specialists.

One of them will be able to check this further and perform escalations whenever needed. Please reach them out through these steps:

1. Click the Help option in the upper-right corner.
2. Click Contact us.
3. Follow the onscreen instructions.

For your concern about the QuickBooks Mobile app, we currently have an ongoing issue with accepting transactions via iOS. Our product engineers are working hard to fix this as quickly as possible.

The workaround available that you can use is by logging into your account via the Web browser or changing the time settings on your phone to the 24 hr format. Please also let out Support Specialist know about this for you to be added in the list of affected users.

Please keep in touch with me here should you need any further assistance concerning your bank account and app concern. The Community always has your back.

I too have a client who uses Bank of Scotland, and their second line of the bank transaction isn't coming through into Quickbooks.

Now, hardly any of my bank rules work!!!

Hi Hayley

Could you reply back with a screen shot of what you are seeing on the banking page?We have had some reports  of this issue, we are bringing in open banking this summer which will be a different type of connection(where the statement is uploaded to QB from the bank in a direct feed rather than our software reading theirs as a third party) which we hope will solve the problem of security increases/changes to statements at the bank side affecting the connection.

In the meantime if you can send us the screen shot so we can escalate this to our banking engineers

Thanks

Emma

My Bank of Scotland Business bank feed expired on 9th march and was flagged for renewing for a further 90 days.  Previously the feed and the initial connection worked well.

Now none of the links work.  I remember when I had problems around Xmas time there were two variations of B of S Bus banking - the second said 'Other accounts' - and this was the one that worked for me.  This choice is no longer available. Here are the screenshots of the renewal process.

Caveat: before I get fobbed off with lame suggestions - I have read and reread past posts to do with bank connection problems and tried everything from clearing Intuit cookies; disconnecting the bank account  etc etc. None work.  MY conclusion is that the URL is just not correct.  It is interesting that when I click the bank choice  for Bank of Scotland Corporate banking (beta) it brings up the  BofS login straight away.  Note also it's suspicious that the URL next to the bank choice is a non secure (http) address and says N/A after it!!!

Thanks

Jonathan Avery

Hi tinyhouse,

Thank you for doing some steps before posting here.

We'll check this further for you. However, we'll need help from Support to see your setup and to know why you can't connect to your bank's website. They have more tools to do that. They will probably use a screen-sharing tool to take screenshots for documentation purposes as well.

1. Click on Help and choose Contact us.
2. Enter a summary of the scenario and click Continue.
3. Choose Chat or Talk to as specialist.

In the meantime, you can download the transactions from your bank and upload them to QuickBooks. That way, you can still continue managing them while the support is checking on this.

Please let me know if you have other questions in mind.

with the greatest of respect and while I appreciate your prompt reply -  I KNOW how to download for reconciliation etc - I don't see why we should be without the one brilliant feature of QB - namely direct bank connection?! 

So IMHO it would be a lot More Helpful if someone at QB could actually investigate the Bank of Scotland Business account link code and see if it is actually working or not.  Like I say the B of S Corporate (beta) brings up a login page straight away not this:

Hi there, tinyhouse.

I definitely understand how it can be frustrating to have this feature not working the way it should, so hopefully, we can get this sorted out for you. 

I'd like to have another go at helping through messaging. This way, will be able to pull up your account in a secured session then conduct an investigation to rectify the underlying issue. You can follow the steps below to connect with us:

1. Click the Help icon.
2. Select Contact Us.
3. Enter "Connectivity issue" with your bank's name in the description.
4. Hit the Let's talk button.
5. Select Start a chat.

If you need to bring in the latest bank transactions to your QuickBooks account right now, you can follow the article provided by my colleague JessT in uploading the transactions.

Please know that our door is open 24/7 to help you. As always, assistance is just one post away. Stay self and healthy! 

this is still an open issue.  Despite the promises of a lovely Geordie "Customer Success Representative" who promised they would escalate this all the way up and not close it.  She also failed to reply to 4 subsequent emails despite saying she would. That was 23rd March. 

Interestingly all of the Bank of Scotland bank choices (beginning of March there were 3 - Personal accounts/Business accounts and Corporate Beta) have disappeared and there is only one now - it's details are different - just sat Bank of Scotland with a phone number - so someone is obviously working on it!

That said it still gets the same response my end when trying to connect (This site cannot be reached) - see screenshot attached.  Before you offer it again...yes I have successfully manually downloaded bank transactions and reconciled for both my businesses!  But I still want the bank connection back!  ANy update anyone?

this is still an open issue.  Despite the promises of a lovely Geordie "Customer Success Representative" who promised they would escalate this all the way up and not close it.  She also failed to reply to 4 subsequent emails despite saying she would. That was 23rd March. 

Interestingly all of the Bank of Scotland bank choices (beginning of March there were 3 - Personal accounts/Business accounts and Corporate Beta) have disappeared and there is only one now - it's details are different - just sat Bank of Scotland with a phone number - so someone is obviously working on it!

That said it still gets the same response my end when trying to connect (This site cannot be reached) - see screenshot attached.  Before you offer it again...yes I have successfully manually downloaded bank transactions and reconciled for both my businesses!  But I still want the bank connection back!  ANy update anyone?

Hello there, @tinyhouse. I appreciate your input from every angle. 

I understand the hassle that this caused you. I know that this is not the kind of experience you expect us to deliver. And I’d love to help to get this sorted out so you could get back to business. 

Right now, our banking engineers are continually working for a fix, which we don't have an update or specific time-frame.

However, since this issue has already been escalated, I recommend contacting our Customer Support again. You can use your previous ticket or case ID, so you won't have to start all over again.

Moreover, I don’t want to leave you empty-handed, you'll want to visit our Community Help Articles hub in case you need some related articles in managing your account.

Drop me a comment below if there's anything I can help you. It's always my pleasure to assist. Have a great day ahead.

can you please confirm that you did check that this issue is being worked on by the engineers? and that the case ID is still live?

With the greatest respect (and nothing meant personally - I am sure you are all fulfilling your job brief) - but I get the feeling that if Intuit spent as much effort with the palliative and often patronising  efforts of these forum replies - then they would get a lot more "customer success". 

best

Jonathan

Hi there, tinyhouse. 

I know that you've already contacted us several times, however, Community is a public forum. I would love to check the status of your case, but the security of your account is my top priority. Our Support Team has access and tools unavailable to me so that your information is kept secure and private.

I'd advise to contact us again to check your account and help you with making sure your information is safe and in place. If you have a case number, that would help streamline the process. Your case number has the previous agent's notes according to what happened to your issue. This way, you won't be repeating yourself.

I've also attached an article you can use to categorise downloaded transactions: Add and Match Downloaded Bank Transactions.

Let us know if you have any other concerns. We're here to help.

Same here! Nightmare

POSTSCRIPT!

I wanted to let you all know that this is now solved for me...either because the engineers have done their bit or coincidentally that I have changed to a new Macbook !

This is not a flippant comment - as a techie I know from experience that cached details can exist many levels below where they normally reside - so you may think you have cleared browser caches etc etc...but your machine may still have traces of a previous setup which is derailing the normal process of events...

best wishes

Jonathan

so that was April. Now its the end of July.  Yesterday I got a message on QB that Bank of Scotland had made changes and I would need to disconnect the bank account and reconnect it. Nooooooo!

Guess what? - back to the same nonsense as experienced above - it WILL NOT reconnect - the connection times out -  see screenshot.

Come on Quick Books surely you can get tot the bottom of these issues.

Thanks Jack that set me off in the right direction - so the method that DID work on my Macbook Pro running Catalina - is to open the Terminal and type

sudo killall -HUP mDNSResponder

This worked straight away.

Cheers!

Hello Tinyhouse, 

So pleased to hear that hs solved your issue,

If you have any other Quires please reach back out to us and let us know, we will be more than happy to help you. 

spoke a bit too soon...

I was able to reconnect to the bank - even downloaded new transactions and matched them.  But I am now getting the same code 390 saying I need to disconnect and reconnect again.  There's a rabbit off somewhere?! The process of disconnect on save does not want to work - it continually says there's a problem. and the bank balance shows as updated on 23rd july even though I have new transaction from today 27th july!

Hello Tinyhouse, 

Thanks for reaching back out to us again, 

Could you please send us a screenshot of your banking page so we can have a look into this for you. 

when I try to disconnect the account - this is what happens: