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Raeh60
Level 1

Bank feed is not working

I am having the same problem with bank feed has not been updating for the past 14 days if I manually add bank transactions by way of CSV file, if the bank feed begins to work again and it ends up feeding the same transactions that I manually added. Can I then delete the double up of transactions from the auto bank feed without throwing all my balance figures out. Hope this makes sense.

AbegailS_
QuickBooks Team

Bank feed is not working

Thank you for joining the thread, Raeh60.

 

I'm here to help you with your banking concern in QuickBooks Online.

 

Yes, you can delete those transactions if its duplicate or no longer needed.

 

I want to make sure that I'm able to get you both back to running your business. To give you the best solution, what bank is having the update issues within the Banking tab?

 

For the time being, you can perform some basic troubleshooting to isolate and fix the issue. Let me provide you the steps.

 

Here's how:

  1. On the left navigation bar, click the Banking menu or Transactions menu.
  2. Go to the Banking tab.
  3. Select Update
  4. If there's an error code or message after the update, please follow the instructions in this link, here's what to do if you get an error or can't download transactions.

 

With regards to excluding your transactions from the Banking menu, you can follow these steps.

 

  1. Go to the Banking menu, then select the Banking tab.
  2. Select the For Review tab.
  3. Select the checkbox of the transactions to exclude.
  4. Select Exclude.

 

For your future reference, you can check out this article: Categorize and match online bank transactions in QuickBooks Online

 

Please let us know if you need further assistance with using bank feeds. The Community and I will be here to help you.

Think2
Level 2

Bank feed is not working

This is a joke. Other software for bank feeds synch well. Shocked a company like QuickBooks can’t copy other software for their bank feeds. Your it bank feeds department should all be fired. 

JohnCH1960
Level 1

Bank feed is not working

Quickbooks desktop 2022 says that B of A says that the user/password combination is wrong. I've reentered the information multiple times after logging into B of A with the exact same credentials.

MadelynC
Moderator

Bank feed is not working

Thanks for joining this thread, John. Let's get this resolved.

 

Did you recently change your bank feed settings, especially your log-in info? If so, you can check your bank website to verify your credentials and see if there are any updates.


Here’s a reference to help you manage your bank account information and transactions in the program: Download Bank Feed transactions in QuickBooks Desktop.


You can also use this guide to ensure your account are balanced and accurate: Learn the reconcile workflow in QuickBooks. It includes instructions to fix issues during reconciliation and ways to make changes after the process.


Don’t hold back to drop a comment if you have any other questions or concerns besides your credentials. We’ll be here to help. Take care always!

User since 2008
Level 3

Bank feed is not working

Please can someone advise, 

 

Normally on the bank feed once you allocate the payment, it automatically disappears from the feed.

 

Since the beginning of Nov, you I now have to press update or refresh the page with F5.

 

I have not changed any settings, I have cleared the cache and tried different browsers and PC's, Laptops etc.

 

This takes ages to get through allocations.

Charies_M
Moderator

Bank feed is not working

Hi there, User since 2008.

 

It appears that you have previously attempted every troubleshooting technique to resolve the issue with Bank Feeds in QuickBooks Desktop (QBDT). 

 

In this instance, since all of those failed, I advise contacting our QuickBooks Support for additional research. They can further investigate the reason why you need to refresh the page after allocating the payment from your bank feeds.

 

Please take note that our support hours for QuickBooks Desktop Pro, Premier, and Plus start from M-F 6 AM to 6 PM. For QuickBooks Desktop Enterprise, we're available any time, any day.

 

  1. In your QuickBooks Desktop program, go to Help QuickBooks Desktop Help.
  2. In the Have a Question window, click the Contact Us link at the bottom.
  3. From the Contact Us page, select any topics.
  4. Under Here's how to connect with a QuickBooks expert section, click the Start a Message or Get Phone Number button.

This link will route you the page where you can get our direct phone number on this link: Contact QuickBooks Desktop support.

 

You're always welcome to visit the Community again if you have other bank feed questions. Have a good one.

User since 2008
Level 3

Bank feed is not working

Good day, 

 

I have contacted support and logged a ticket.

 

They have replied saying, they know of the issue and no turn around time. No Solution provided.

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