Bank feed download issue I access my bank, click on the download transactions option but then it says downloading transactions, nothing happens even waiting 10mins, help

Let's fix the bank feed issue together, mjdevitomd.

One reason why bank transactions won't download in QuickBooks Desktop is because of the bank system errors. We need to make sure that they doesn't have any maintenance. You'll want to check your bank's website to see if there are notifications or alert.

Also, we can create a dummy account and merge it to the main one. This process resolves errors in downloading your bank transactions. Please refer to this guide about merging accounts.

We have an option to manually import your transactions via web connect (.qbo) files. You can get it from your bank's website. Please check this article if you'll encounter Web Connect import errors. 

I'll always be here if you need more assistance about bank feeds. Looking forward to assisting you again.

thanks for the reply alex.  but even when i attempt to import via the QBO option, it states 'downloading trasnaction' but then a drop down appears (at top of Internet explorer) stating 'download file,' which I clean on to download - and from that point it just freezes. nothing happens at all.

This was not the case for years of using this option.

Thanks for the response Alex.

However, I have always used the QBO option for downloading my transactions from Chase bank (for many years now).  Yet, this year 2020, it does not allow me to utilize that any longer.

When I click on the 'download' with the QBO option, it states 'downloading transactions' then as usual, it asks me to 'download the file' from a dropdown at the top of the internet explorer bar - and I click to do so.  Yet, now it just 'freezes' from there, nothing gets downloaded.

it used to just download at that time and all was well.

suggestions?  thanks

Good afternoon, @mjdevitomd.

The reason your web browser keeps freeze is that QuickBooks is discontinuing support for Internet Explorer. This is so QuickBooks can continue to support newer versions and use more advanced technology. However, you can import your transactions using the .qbo file by using a different browser, such as Google Chrome, Firefox, Microsoft Edge, etc. Now you can download the transactions and import them into your Desktop account. 

Please let me know if this gets you back to business. I'll keep an eye out for your response.

Thanks for your response as well Anna.

I did update to the internet explorer 11; and I already have Chrome and microsoft Edge. However, within quickbooks - I do not seem to be able to find out 'how to open chrome (for example) within the quickbooks, so that when I go to bank feed it will work as you are stating.

Unless you are suggesting that I download transactions OUTSIDE of quickbooks via chrome... I can do so.  But then how do I import them into quickbooks from the desktop?

Thank you again.

Marc

Hello again, mjdevitomd. Let me clarify things out about the supported browser in QuickBooks Desktop (QBDT).

Right now, Internet Explorer (IE) is the recommended browser when downloading bank transactions. The option to run QBDT from another browser is currently not available.

The discontinuing support for Internet Explorer and old Safari versions that Anna S mentioned is for QuickBooks Online (QBO).

In the meantime, prepare a web connect (.QBO) file from your bank's website and manually import the transactions so they become available in your Bank Feeds.

To download web connect files, here's what you'll need to do:

1. Go to the File menu at the top. 
2. Choose Utilities, then Import.
3. Select Web Connect Files. 
4. Locate the QBO file you saved, then Open.
5. When prompted to Select Bank Account, choose Use an existing QuickBooks account if the account you are importing the transactions into is already set up in QuickBooks or Create a new QuickBooks account if the account you are importing the transactions into is not yet in QuickBooks.
6. Hit Continue and OK. 

Once done, go to the Bank Feeds Center to review your transactions. For additional information on this process, I recommend the following article: Import web connect (.qbo) files.

Just in case, I'll add these articles for future reference:

• Import and export data in QuickBooks Desktop
• Get started with Bank Feeds for QuickBooks Desktop
• Import/export CSV files

If you need anything else, leave a comment below. I'm here for you. Have a great day!

This worked flawlessly, thanks!

This is such a backwards way of doing this. This is 2020. Our bank accounts downloaded direct before this REQUIRED 2020 update!

QUICKBOOKS insisted we UPDATE to 2020 and yet it is a step back! WTheck

Let me help you connect your bank, @beishke.

You may need to update your product to get the latest release version. This process is separate from upgrading to the newer edition of QuickBooks Desktop. 

Here's how:

1. Go to the Downloads & Updates page.
2. Select your country, product, and year version.
3. Click Search.
4. Click the Get the latest updates link.
5. Once the download is complete, open the qbwebpatch.exe file to install the update.
6. Restart your computer after the install.

Once done, you can connect your account to Bank Feeds again.

Let me add an article that will guide you on how to review your bank transactions: Add and match Bank Feed transactions.

You can keep us updated after trying these steps. We're always around to help.

I have recently updated to Quick Books Premier 2021.  When I tried to use Web Connect to download my bank transactions, Quick Books says I don't have a matching account.  I have had my bank accounts set up for 9 years.  I have no idea why now - after this update - QB won't recognize my bank accounts in my QB files.  If I open a new account as prompted by the bank feed process, it opens a new check register with no history of transactions and a $0 balance.  That is NOT what I want.  

It is not a bank error.  It is a QB error.  My bank account are there just like they have always been, but QB won't recognize them.

Why is this happening?

Thank you for providing that detailed information, dgbenge.
 

Let me help you download your bank transactions successfully.

Based on the error message you've provided, we need to make sure your account is active. Here's how to do that.

1. Click Lists at the top menu bar.
2. Choose Chart of Accounts.
3. At the bottom, click the drop-down arrow.
4. Select Show Inactive Accounts.
5. Hit the X mark beside the inactive accounts. This will make the account active again.

If your account is active, check the mapping of your import file by following the steps in this link. 

You can check out this article to help you fix errors when using the web connect: Fix common Web Connector errors in QuickBooks Desktop

I've also added this article for your future reference: Import and export data in QuickBooks Desktop

Please don't hesitate to let me know if I can be of additional assistance downloading your bank transactions in QuickBooks. Wishing you and your business continued success. 

My QB bank accounts ARE active.  The accounts still exist and I can pull up the transaction register for them.  They just don't show as "available" to accept the bank upload.  The QB system just doesn't recognize them for some reason and wants me to open new accounts.  I don't want to do that..  This only happened after updating from the 2018 version to the 2021 version a couple of days ago. This has to be related to that update. 

Thanks for getting back to us, @dgbenge. Allow me to chime in and share troubleshooting steps, so you can upload bank transactions.

To get started, run the QuickBooks built-in diagnostic and repair tools called to rebuild and verify data utilities. These tools comb through, repair, and notify you of data damage. Here's how:

Go back to your original company file.

1. Then, go back to the File menu, then select Utilities and Rebuild Data.
2. Choose OK. Follow the prompts to save a backup.
3. Click OK when you see Rebuild has completed.
4. Now, go back to File, then Utilities, and select Verify Data this time.

Should the Verify find an issue, you will be prompted to Rebuild Now or View Errors. Choose Close, then perform the steps below:

1. Find and check the QBWin.log or QuickBooks.log files.
2. Scroll to the bottom for the most recent Verify information.
3. Find the line that contains the LVL_ERROR, then check Top data damage errors in QuickBooks Desktop.

If you haven’t encountered any error message, I recommend updating QuickBooks Desktop to the latest release. This to ensure, your software is up-to-date so you always have the latest features and fixes.

If the issue persists, you may need to deactivate Bank Feeds first for that specific account before uploading the WebConnect file from your bank. Please note that you need to delete or match any pending transactions in your Bank Feeds Center if you get an error message upon performing the process. For additional insight visit this article: Deactivate Bank Feeds for an account.

Also, I'm adding these articles about downloading and fixing banking errors in QuickBooks Desktop that may help:

• Download Bank Feed transactions.
• Troubleshoot Bank Feeds Web Connect import issues and errors

That should do it. Please let me know how everything goes or if you need anything else. I’m more than happy to help. Have a good one!

That works but now it's several extra steps when before you just had to click on the downloaded file.  This is a bug.  I work with 6 different clients/banks and any who have upgraded have the same problem.  The ones still on 2019 or higher have no problem.

Thanks for getting in touch with the Community about this, shellyjmcd12. I appreciate that you're using the current workaround to import Web Connect files.
 

I've reviewed our ongoing/solved investigations and can confirm there's currently no records about subscribers reporting that they can't download transactions when using their bank feeds.
 

Since yourself and your clients are encountering such an issue, I'd recommend getting in touch with our Customer Care team if the troubleshooting steps provided by my colleagues above don't solve it. They'll be able to pull up your account in a secure environment, conduct further research, and create an investigation ticket if necessary.
 

They can be reached while using QuickBooks:

1. In the top menu bar, go to Help, then QuickBooks Desktop Help.
2. Choose Contact Us.
   
3. Enter a brief description of your issue in the Ask a question (or tell us what's wrong) field.
   
4. Click Continue.
   
5. Select We’ll contact you for a callback or Message Us to start an instant messaging session.

Be sure to review their support hours so you'll know when agents are available.
 

Please don't hesitate in sending a reply if there's any questions. Have a wonderful Thursday!

Same issue with me for QBO - no new transactions for days now but I see lots in my online banking. I really dislike Intuits lack of alerts to known problems and M-F only chat support.  Wish there was another alternative. 

Hi there, MidnightSun. 

Thanks for posting your experience here in the Community. Let me help you update your bank account to bring in the transactions to QuickBooks Online. 

There are several instances of why you’re unable to receive the latest bank transactions.  

• They may have implemented changes to their service offerings, Web Connect or Direct Connect.
• An update on your bank’s information such as the name (bank merger), account number, and login credentials requires you to refresh it in QuickBooks.
• You may have an Inactive Bank Account enabled for Online Banking in QuickBooks.
• There may be ongoing maintenance on your bank’s website.

Here's how:

This process will restore the bank connection and will trigger updates to your bank transactions.

1. Go to Banking on the left panel.
2. Click on the Banking link.
3. Select the account you’re working on.
4. Next, click on the Update button.

Here are some articles that can help you get going:

• Connect bank and credit card accounts to QuickBooks Online
• Manually upload transactions into QuickBooks Online

Additionally, I'd recommend contacting our Customer Care team. They can help check the connections between QuickBooks and your bank. They can also perform an escalation whenever needed to investigate and resolve the issue. 

Keep me posted if you have additional questions about banking transactions in QBO. I'll be around to help.

@MidnightSun 

Utilize the trial version of SlickConnect to isolate the issue. If the same error persists, there is an ongoing problem at your bank.

https://www.moneythumb.com/?ref=110

I would like to jump in here with a similar but different issue.

My version (Desktop  Mac 2021) does not have a "bank feed" tab under banking...

When I do attempt to connect my bank, it just sends me in circles.

First it asks me to log into my bank, download a bank statement to my computer and then download that same statement into my QB.  Well it basically sends me from one screen telling me to download the statement to the next screen saying that I need to go download the statement.  It never lets me attempt to download the statement or offer any easy options like log into your bank and we will grab all necessary info.  No help for this on Youtube or anywhere else that I can find.  QB wait times over an hour to get help...

Hello @RG Studios

Let's perform a few troubleshooting steps so you can get back to business and work with QuickBooks accordingly. This way, we can determine why you're unable to download your transactions with online banking in QuickBooks Desktop for Mac.

To start with, let's download and make sure to install the latest released version of QuickBooks for Mac. Let me show you how.

1. Go to QuickBooks.
2. Select Check for Updates.
3. On the pop-up window, select Install Update.
4. Click Install and Relaunch.

But if you're still unable to open and work well with the program even after following the steps above, consider manually updating QuickBooks with the steps outlined in this article: How to keep QuickBooks for Mac up-to-date so you always have the latest features and fixes?

However, if you can confirm the QuickBooks you're working with is the latest version, yet it doesn't let you download your transaction, I'd recommend following the outlined in this article to continue our troubleshooting steps: Fix Online Banking Download and Import Issues.

Need help performing any tasks related to your business account and company settings, click here to access and browse all articles for QuickBooks products. This reference contains most resources with steps on how you can update your data and security management, to name a few.

Don't hesitate to post again here if you have other questions or concerns with QuickBooks tasks and navigations. I'm always around happy to help. Stay safe and have a good one!

Thank you but this did not help at all.

When I Click ONLINE BANKING,  I get the warning that I need to set up online banking.  DUH...

I admire you for performing the steps shared by my colleague above, @RG Studios.

Let me share with you additional clicks to fix this so you can connect your bank to QuickBooks Desktop (QBDT) for Mac.

I'd suggest running the Verify Rebuild tool. This scans your company file for potential errors and quickly fixes them right away. I'd be glad to guide you through the steps.

To verify:

1. Go to the File menu.
2. Select Utilities.
3. Click Verify Data.
4. Then select OK to close all windows. 

To Rebuild:
 

1. Click the File menu.
2. Select Utilities.
3. Click Rebuild Data, then select OK to close all windows.
4. QuickBooks will ask to make a backup before rebuilding your company file, select OK. 
5. Once the rebuilds finished, click OK.

You can also check this link for more details about the process: Verify and rebuild data in QuickBooks Desktop for Mac.

Once done, reconnect your bank to QBDT to double check. If the issue persists, I propose uploading your transactions manually. Also, I'd recommend contacting our Support team. This way, they can look into your account and investigate why you're unable to connect to your bank. Please ensure to check their support hours to know when agents are available.

When everything is all in place, you'll want to utilize this link for guidance: Reconcile bank and credit card accounts (Mac). This contains information on how to match your bank account and QuickBooks accordingly.

Tag me in your reply if you have any other concerns or questions connecting your Choice of Bank or with your QBDT. I'm always here ready to back you up. 

@RG Studios 

Did you upgrade your file from an older version (e.g QBD Mac 2016)? How big is your file size?