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dseaylaw
Level 1

Bank feed problem with Truist

Despite my QB account having a lightening bolt indicating an active banking direct connect to Truist Bank, I cannot access or import anything from my Truist account through QB.  It will not even allow me to manually import transactions from my Truist account with QB stating I already have a direct connect with Truist.  Strangely, since supposedly establishing a bank feed with Truist a month or so ago my QB Desktop Pro Plus 2022 no longer shows a Bank Feeds Center option under Bank Feeds.  The Bank Feeds Center was there up until I supposedly connected to Truist. Finally, QB will not allow me to deactivate the Truist bank feed through the Edit Account function when right clicking on the  connected QB account so that I can try and reestablish a new bank feed connection with Truist.  QB just shuts down when I try to deactivate online banking services under the bank feed settings.  I have run QB tool hub, uninstalled and reinstalled QB Desktop Pro Plus 2022 and installed all updates.  

1 Comment 1
Carneil_C
QuickBooks Team

Bank feed problem with Truist

Hi there, @dseaylaw.

 

I appreciate the troubleshooting steps you’ve done.  Rest assured, I'm here to lend a hand in sorting out this issue with your Bank feeds in QuickBooks Desktop.

 

When deactivating an account, ensure that there are no pending transitions and the last connection has been completed. If your account is updated, we can re-sort your list to go back to its default order. Before doing so, ensure to create a backup company file.

 

In case the issue persists, I'd recommend performing Solutions 2 and 3 in this article: Fix issues when deactivating bank feeds.

 

Once you’re all set, you’re now able to deactivate your account. Just ensure to add or match any pending transactions. Then, please follow the steps below:

 

  1. From the Lists menu select Chart of Accounts.
  2. Locate and right-click the account (American Express) you want to deactivate.
  3. Choose Edit Account.
  4. Go to the Bank Feed Settings tab and select Deactivate All Online Services.
  5. Click Save & Close and hit OK to confirm. 

 

From there, the lightning bolt disappears beside the account which indicates that it's already deactivated.

 

Furthermore, I suggest reaching out to Truist support team. There's a great possibility that there having system maintenance. 

 

Also, I’d like to ask if you’ve encountered an error message while doing the process? Adding a screenshot would be a great help too. This way, I can provide you with the best resolution.

 

When you’re ready to reactivate your Bank of Truist, kindly refer to this article for the step-by-step guide: Set up bank accounts for Bank Feeds. It provides two ways to connect your account to bank feeds (Direct Connect and Web Connect).

 

Once reconnected, you'll have to add and match them to keep your account accurate and updated. Here's a guide for your reference: Add and match Bank Feed transactions in QuickBooks Desktop.

 

Stay in touch if you have any other questions or follow-up banking inquiries. I’ll be right here to answer them for you.

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