Ever since the last bank update, my transactions no longer have enough information for me to process without logging into the bank.
This is the issue:
Pre-Update: DBT CRD 10/24/18 22754129 ALEXANDER MANUFACTURING
Post-Update: DBT CRD 10/24/18 22754129 A
Pre-Update: Transfer from Checking XX4401 to Transfer from Checking XX4401 to Checking XX4930
Post-Update: Transfer from Checking XX4401 to
The bank wants a OFX or CONN file, however we're using QB Online version and I can't find where I get those files. Is anyone else having this issue and does anyone know if this is a bank or QBO problem?
Solved! Go to Solution.
Thanks for commenting back, @PromotionsEtc.
I've checked my resources, and currently, there isn't an investigation about First Financial that fits your issue. I recommend calling our phone agents so they can create an investigation ticket about this. That way, they can directly reach out to your financial institution and work for a fix.
To get their updated phone directory, please check this link: Contact the QuickBooks Online Customer Support team.
Let me know if there's anything else you need, PromotionsEtc. I'm always here to offer assistance. Have a good one.
A warm welcome to the Community, PromotionsEtc.
I'm here to help you get the OFX file so you can download and update your bank transactions in QuickBooks Online. Let's get started.
The OFX file is also known as a WebConnect file. This format gets transactions from a financial institution and widely supported by QuickBooks Online. The OFX format allows extended variants of itself. Extended OFX variants should be compatible and provide additional details.
You can download transactions from your bank’s website into QuickBooks using our WebConnect feature.
Download transactions from your bank's website:
Upload the file to your QuickBooks Online company:
You can get more details in this article: https://quickbooks.intuit.com/community/Help-Articles/How-to-upload-more-than-90-days-of-bank-transa....
Should you need more help with downloading and updating your bank transactions, please let me know. I'm here to help.
Thanks for responding! However, I don't need to download transactions, they are downloading, they're just not downloading with enough information to allow me to book them into their proper accounts without logging into the bank and looking up each transaction.
The Bank is the one asking for our OFX or CONN files...
Hello there, @PromotionsEtc.
Thanks for getting back and providing more details about your banking issue.
The data we receive is dependent upon what your financial institution sends over to QuickBooks Online. I suggest contacting your bank to verify if they're under maintenance or having an issue with their system.
Could you also provide me your financial institution, so I can check if there are any on-going issue about the downloaded transaction without enough account information?
Once I have the details, I'll be glad to look into it for you. Just click the "Reply" button or mention my name.
Thanks!
The bank is First Financial, our branch is in Fairfield, OH.
I know the issue is with them, but I don't think they know where the problem stems from...thanks for helping!
Thanks!
The bank is First Financial, our branch is in Fairfield, OH.
I know the issue is with them, but I don't think they know where the problem stems from...thanks for helping!
Thanks for commenting back, @PromotionsEtc.
I've checked my resources, and currently, there isn't an investigation about First Financial that fits your issue. I recommend calling our phone agents so they can create an investigation ticket about this. That way, they can directly reach out to your financial institution and work for a fix.
To get their updated phone directory, please check this link: Contact the QuickBooks Online Customer Support team.
Let me know if there's anything else you need, PromotionsEtc. I'm always here to offer assistance. Have a good one.
I am having the same issues I am having with First Financial and I have tried to call in to give investiagation and they are trying to CHARGE me for a warranty! Listen this is not my Quickbooks issue this is Quickbooks issue!
@HoneyLynn_G wrote:Thanks for commenting back, @PromotionsEtc.
I've checked my resources, and currently, there isn't an investigation about First Financial that fits your issue. I recommend calling our phone agents so they can create an investigation ticket about this. That way, they can directly reach out to your financial institution and work for a fix.
To get their updated phone directory, please check this link: Contact the QuickBooks Online Customer Support team.
Let me know if there's anything else you need, PromotionsEtc. I'm always here to offer assistance. Have a good one.
Hi lindels,
You can verify your bank's website if the system has an ongoing issue.
Meanwhile, you can use a Web Connect for this. It's a way to bring your transactions to QuickBooks. I have the supported file formats below:
If you have follow-up questions, just post a reply to this thread. We'll be around.