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Level 1

Are others having trouble connecting bank transactions w QuickBooks? I can’t get my 2019 books updated.

 
3 Comments
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Level 15

Are others having trouble connecting bank transactions w QuickBooks? I can’t get my 2019 books updated.

If you scan this community you will find numerous posts with the same problem different banks and CC. All you can do is call intuit support and see if they are working on the issue with your specific bank, and if not get them started.

 

There is no contractual agreement between the banks and intuit to provide that download service, and any changes the bank makes that affects that connection may break your connection. Several local banks have stated they will no longer support live feeds, since their support people spend way too much time on issues that are not the banks problems.

Until, if, they get it fixed, you can log into your bank site, and look for a download that uses any of the following file types, that download can be imported into QB (.qbo, .qfx, .ofx). TO import, if I remember right, top right corner under update QBO is the link to import that manually downloaded file.

 

Not much consolation or help I know.

 

Relying on banking downloads to make your entries is a misconception intuit advertising promotes, IMO. You should be making the entries as they occur, and then you just match the download if and when you get it, or do a manual reconcile from a statement - 5 min max monthly. Making entries as they occur is the only way to have an accurate current company financial file.

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QuickBooks Team

Are others having trouble connecting bank transactions w QuickBooks? I can’t get my 2019 books updated.

Hello there, @Jeanamone.

 

Thanks for visiting the Community. I can see the urgency to get your 2019 transactions updated. 

 

I'd appreciate it if you can provide me the details of your bank? This will help me check our records if there's any reported issue related to your concern. 

 

In the meantime, let's manually update your bank account by clicking the Update button in the Banking page. In case your bank will ask about additional authentication, follow the onscreen instructions.

 

I'd also suggest you check your bank's website by logging in to your bank's online banking page in case it's still not updating all your transactions. Check for any messages, notifications, or alerts as any display or security announcements on your bank’s website can potentially obstruct QuickBooks from updating. 

 

Additionally, any changes you've made on your bank's website, you'll need to update it in QuickBooks as well. 

 

Here's how: 

  1. In the Banking page, click the pencil icon beside the account name.
  2. Select Edit sign-in info.
  3. Enter your bank login credentials, then click Update.

 

Just in case, here's an article that will guide you in fixing online banking errors in QuickBooks Online.

 

Let me know if you need help with anything else. I'll be here to further assist. 

 

 

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Level 11

Are others having trouble connecting bank transactions w QuickBooks? I can’t get my 2019 books updated.

@Jeanamone 

 

If you mentioned the name of the bank that you're having a problem connecting, you will probably get more help. 

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