Bank Feeds broken

1. Go to the Banking menu.
2. Select Bank Feeds, then hit Bank Feeds Center.
3. To manually refresh, select the correct account and click on the Update button.

Hi Ariell, 

Thank you for the info, this did not work.  QB continuously asks me to update my browser and it won't let me past this.  I am on the most current version of Chrome - 119.0.6045.200 which is the latest and greatest. 

My frustration is growing and when calling into support I can't understand what they are saying anymore, there is a very bad language barrier.  

Hi there, @smileen.

Thank you for reaching out to the Community. I understand how important it is for you to be able to work on your business smoothly with QuickBooks Online. I'll assist you with your questions and clarify your broken Bank Feeds.

Moreover, to help you efficiently, may I have the exact QuickBooks subscription you currently have? Since you mentioned updating the browser and getting a prompt where QB continuously asks you to update your browser, does that mean you are using QuickBooks Desktop? confirming this is such a great help.

Your cooperation is greatly appreciated as it will provide us with a solution. I'll be waiting for your response. Please keep in touch. Take care.

I am using QB Desktop Premier Contractor Edition 2021.  

When you go into bank feeds, (which we have been using for years with Chase bank) QB wants to start a brand new account and does not recognize our account that we have been using forever.  

Hi there, smileen.

I understand that you are facing a bank feed issue in QuickBooks Desktop, and I'm here to assist you in resolving it. Let's work together to find a solution and get your bank feed running smoothly again.
 

Have you checked your bank notification recently? It might be worth looking to see if there have been any updates or changes to their system. By reviewing your bank notification, you can ensure that you are aware of any changes or updates that may have been made to their system. This can help you stay informed about your account and avoid any potential issues that may arise. 
 

However, if no changes or updates are made, I recommend contacting your bank's financial institution for guidance on establishing the connection. They can provide you with specific instructions on how to resolve the problem and establish a successful connection. Reviewing the connection settings and ensuring all the required information is entered correctly is recommended.

Once everything is resolved and bank transactions are in, you can match them with the corresponding transactions in QBDT. This involves carefully reviewing each transaction and comparing it with the records in QBDT to ensure that they match. Any discrepancies or errors should be promptly addressed and corrected to ensure the accuracy of the financial records. This process is crucial in maintaining the integrity of the financial data and ensuring that the business operates smoothly.

Please do not hesitate to contact us should you require further assistance with your banking needs. I am always available to provide you with the necessary support. Please take care and have a productive day.

@smileen 

Use the converter tool (e.g csv2qbo @ $60 one time license) as a workaround.

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

I already did all of this. I am wondering if I should disconnect the bank feed and reconnect it?  My biggest concern is when QB asks me to two questions, do you want to use an existing account OR set up a new one.  when you click on the drop down there aren't any existing accounts available, which there is existing accounts! 

I do not want to lose any data... please help!

Hello there, smileen. Allow me to join the thread and provide additional information on fixing your banking issue.

I understand your concern about losing data if you disconnect and reconnect the bank feed. Before taking any action, I recommend ensuring you have a backup of your QuickBooks company file. This will help safeguard your data in case anything unexpected happens during the process.

There are reasons why existing accounts don't show up when reconnecting a bank account. These are due to the following:

• The Bank account you want to connect is connected to online banking.
• Damage Data
• Inactive account in Chart of Account

Before disconnecting the bank account, let's make sure to categorize existing downloaded transactions since they will no longer download again in your QuickBooks Desktop account when reconnected.

To disconnect a bank account, here's what you'll need to do:

1. Go to the Banking menu at the top.
2. Select Bank Feeds, then Bank Feeds Center.
3. Choose the account you want to disconnect from the bank feed.
4. Click on the Edit Account Information button.
5. In the Account Information window, select Deactivate All Online Services.
6. Click Save & Close.

Once done, here's how to reconnect your bank account:

1. Go back to the Bank Feeds Center.
2. Select the account you just disconnected.
3. Click on Set Up Bank Feeds.
4. Follow the prompts to connect to your bank again.
5. You may need to enter your bank's login credentials and complete any additional verification steps.

If you're still unable to see the existing bank account when reconnecting, to determine if there's data damage, I suggest opening a sample file and trying to connect the bank from there. If you're able to connect, go back to your company file and run the verify data and rebuild tool. It will help identify the issues within a company file.

For future reference, here's an article you can check for the best practices when reconciling your account: Learn the reconcile workflow in QuickBooks. It also provides information on what to do when encountering challenges during the reconciliation process.

Please let me know if you have any other questions or concerns about banking. I'm always here to assist you. Have a great day!

My bank feed just suddenly stopped working, and gives this error every time I try to update:

I appreciate all the details you've shared when managing online bank connectivity errors while updating the account in your file, klgood1. I see the need to get this resolved, so you can get back to handling your financial data. Let me share insights to help you fix this matter.

Beforehand, may I know what specific financial institution you're connecting to or you've connected to your desktop account? Any additional information will help us identify further and assist you in getting this rectified.

To enable you to keep track of your online entries, you can take into account the details shared by my colleague, MirriamM above. Then, manually download bank feed transactions from your banking website. You may either select the direct or web connect method to seamlessly import them to your desktop file.

However, if the issue persists, I recommend contacting our Customer Care Team. This way, they can review and conduct further research on your account, perform real-time support, conduct further research, and create an investigation ticket if necessary. To do this:

1. In QuickBooks Desktop (QBDT), click Help.
2. Choose QuickBooks Desktop Help or press F1 on your keyboard.
3. Click the Contact Us button in the Have a question? window.
4. Enter your concern in the description box and select Continue.
5. Choose either Chat with us or Have us call you.

In addition to that, visit this article for other troubleshooting steps and fixes.

Furthermore, once online bank transactions are downloaded in your registers, you can start reviewing and categorizing them to track your account's balances. This ensures they always match your bank and credit card statements when reconciling.

I'm just a post away if you need additional assistance managing bank connectivity to your QuickBooks data. I'm excited to provide further help whenever you have other queries. Keep safe and have a good one!

Chase Bank. I'm aware how to manually download transactions, but that's not the problem I'm here to get answers for. Thanks.

I am still struggling to get my Chase bank feeds working also.  Quickbooks just wants to send you a link and forget about talking to a USA Agent.  

I fixed my chase bank feeds myself after spending HOURS on the phone with support in the Phillipines. 

I understand the inconvenience this must have caused your business, klgood1. Let me make it up to you by routing you in the right direction for support.

Before that, let's troubleshoot this bank feed issue by refreshing the bank's connection to your QuickBooks Desktop (QBDT) account. You may refer to the steps my colleague, MirriamM, has provided above.

If the bank feed still doesn't work after reconnecting, I suggest contacting our phone or chat support. They have the tools to investigate your concern further in a safe environment.  

For more details on refreshing your bank's connection in QBDT, check out this article: Refresh your connection for Express Web Connect online banking.

For future use, here's an article on reviewing and categorizing your transactions: Add and match Bank Feed transactions in QuickBooks Desktop.

Please feel free to reach out if you have further concerns about your bank feeds. I'll be around to help you out.

I am having the same problem AGAIN. How did you fix it?

Please share as I am just as frustrated with no one knowing WHY or an easy way to fix what should never have broken in the first place and it's only with CHASE, all of my other feeds are fine.

Hello HAFWAYE, 

You have to deactivate the bank feed for your Chase card and then reactivate it. You can google this and it will give you the instructions.  Once I reactivated my bank feed I had no issues from there!  

Use the instructions where you go to your chart of accounts to deactivate and reactivate.    Good luck!

I did nothing, and it randomly started working again today. I'm not about to disconnect and reconnect the bank feeds, because last time I did that, it was a nightmare to get working again.

seems like QB causes people so much grief!  We are looking to switch to another accounting program since their support is so horrible.  

It did the same thing to me last month and then when I had someone on the phone to help and tried it, it worked.

Now it's not working again, and it's different than last time.

I'm afraid to do the disconnect, reconnect thing too, for just that reason.

Guess I'll just wait and see if it self repairs again.

Why can't they just leave well enough alone.

I was also afraid to disconnect and reconnect, especially because QB said I didn't have a credit card account that we have been using for many years as well as the feed feature.  They kept telling me it was on Chase's side, it clearly isn't with so many having the same issue.  Countless hours wasted, but I am glad I didn't spend the $600 that they were demanding to get any sort of help.  

@smileen 

We are looking to switch to another accounting program

You can convert your data to a QB Desktop file format and use the trial version for good to access your historical data. Then signup for a new accounting app to start from scratch to lower your conversion costs.

I have the same problem that started this month.  One by one my feeds are screwing up and simply not working.  As I see here, there are no solutions from QB, only copy and paste garbage responses.  Plus the price keeps going up for a product that keeps getting worse.  We all collectively hate this program but we're all stuck with it because our accountants require it.  You won't find help here, only an emotional support group of others suffering in the same way.  That's what I've come to expect from the QB support forum.

You might check your firewall settings, with me the problem was after an update, one of the files they needed to go out to the web was now duplicated under the firewall and not allowed.  Of course, they name the files something obscure so you have no idea.  Give them time to figure it all out, they've only been playing with it for 32 years.  

may I ask how you did that, because I spent an hour with an agent in th USA, but that didn't make it better. I changed the browser, but still get the message that there was something wrong with the connection