Bank Feed

Thanks for reaching out to us in the Community, Magilldg3.

I'll share some information on how you can fix this.

Web Connect issues can sometimes occur for a few possible reasons. Here are the following:

• Files from the bank are incomplete or in the wrong format.
• Changes on your bank's end. This can also create issues.

If you see one of the messages below, there may be an issue with the Web Connect:

• “QuickBooks found an error. We can’t read the file {Your financial institution} sent.”
• "An error occurred while processing your online banking data."
• "Your data was not imported into QuickBooks."
• "QuickBooks is unable to verify the Financial Institution information for this download."
• QuickBooks seems stuck and asks you to select a new or existing account when you try to download.

Let's make sure that QuickBooks Desktop is updated to the latest release. Then, follow Step 3 in this article to resolve this issue: Fix Web Connect import errors.

Once done, import the transactions from your bank in QuickBooks.

Please keep me posted on how things go after trying this out. I want to make sure this issue is sorted out. Stay safe!

Thanks.  All of this is helpful but does not address my issue.  I know the feeds are fine since I've had this issue before and disabling and reenabling bank feeds for the accounts in question has always solved the issue.  

My issue is that I am cannot enable bank feeds for two of my bank accounts.  Attached is a shot of my COA after bank feeds disabled

Second shot is instructions I receive one I edit the account and select enable bank feeds.  I find my bank.

Third shot is after I've selected my bank.  Instructions say to manually import transactions.  My only choice is read instructions and then close the window.

This returns me to the original Find my Bank Window.  I'm still on step one of four yet I have no other choice than to close the window.

I close the window and recheck the status of my COA.  Bank feeds are not enabled for the account.

Without bank feeds enabled, I'm unable to select the account when uploading the QBO file.

Still looking for a solution

Many thanks.  Helpful info but does not address my issue.  I've previously had the issue with the QBO upload file not aligning with the bank account in my COA.  Solution has always been to disable bank feeds for the account and then re-enable them.  Files always upload successfully after that fix.

But now I am cannot re-enable bank feeds for the two accounts.  Here's the process I've been following along with screen shots.

Open my COA.  SS shows the two accounts no bank feeds enabled icon

Edit one of the accounts a select the enable bank feeds button.  That opens the find my bank screen

Select my bank (Citibank) and receive the manual download instructions.  Close that window.

Returns me back to find my bank and I'm still on step 1 of 4.  No other choice than to close that window.

COA shows bank feeds still not enabled.

Any suggestions as to how to address will be greatly appreciated.

Hello there, Magilldg3.

Thanks for adding more details about the issues, especially the screenshots. This gives us a better picture of what happened to the connection. I’m here to help make sure you can import transactions and link your accounts to QBDT.

We’ll have to use the sample company file and connect the account from there. This is to check if the error is caused by a problem with your bank or something in QuickBooks. Make sure to save a copy of the company file to avoid accidental loss.

When you’re ready, follow the steps below to create a test file. Here’s how:

1. Open your QuickBooks and go to the File menu to select New company.
2. Choose Express Start or Start Setup.
3. This will open a page where you’ll have to set up the company information.
4. Make sure to fill in the field boxes.
5. Choose Create Company and then select Start Working.

Next, set up the bank feeds. If you get the same error, log in to Citibank’s website to check for any security notifications. If there’s none, contact the bank directly to help with the activation.

However, if you didn’t encounter any errors, the issue isn’t with your account. To fix this, perform Steps 2-5 in this article: Get help with error OL 301 or 393.

You can bookmark the following links for additional resources. These articles contain solutions on how to troubleshoot bank feeds in QuickBooks.

• Error OL-200, OL-202, OL-206, or OL-226: Your last online connection was not completed
• Fix OL and OLSU Bank Feeds errors in QuickBooks Desktop

Feel free to get back to this thread if you have additional questions or concerns. I’m always ready to answer them for you. Have a good one.