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Community Contributor *

Bank Sync Not Working

I have been using Bank Feeds with Chase Bank for years.  I am currently using QuickBooks Pro 2017.  Every morning the first thing I do when I log into QB is to go into Bank Feeds and select "Sync all for this bank".

 

Yesterday and today when I selected that nothing happens.  Typically it pops up a box for me to enter my password.

 

The only thing different is that QB tech support connected to my computer on Tuesday to reinstall QB because of the issue with the latest update not allowing discounts on invoices.  

 

Looking at my chart of accounts for accounts that are set up to synch, they are still showing the lightning bolt next to them.

 

Anyone else having issues synching with Chase Bank?

 

 

Solved
Best answer 05-23-2019

Accepted Solutions
QuickBooks Team

Re: Bank Sync Not Working

Thanks for reaching out to the Community, @Login.


Let’s try refreshing the connection between the bank and QuickBooks to start downloading transactions again. Here’s how:

  1. Go to the Banking menu.
  2. Choose Bank Feeds, then select Bank Feeds Center.
  3. Select Chase under the Bank Accounts section.
  4. Click the Refresh icon located at the upper right corner.

If you continue to get the same result, I recommend creating a dummy account and merging it with Chase. Follow the steps below:


Dummy account:

  1. Go to the Lists menu and select Chart of Accounts.
  2. Click the Account button and select New
  3. Choose Bank and click Continue.
  4. Enter Dummy in the Account Name field.
  5. Hit Save & Close.

Merge accounts:

  1. Go back to the Chart of Accounts and look for the affected account.
  2. Right-click on it and select Edit Account.
  3. Copy the name and click Cancel.
  4. Look for the Dummy account, right-click on it and select Edit Account.
  5. Paste the name of the affected account in the Account Name field.
  6. Choose OK to save the changes.
  7. Hit Yes.

If you’re unable to merge the accounts due to an error, disconnect Chase from Bank Feed and proceed in merging the two. Once done, you should be able to download transactions without any issue.


That should do it. Keep me updated on how this goes. I’m always here to help. Take care!

5 Comments
QuickBooks Team

Re: Bank Sync Not Working

Thanks for reaching out to the Community, @Login.


Let’s try refreshing the connection between the bank and QuickBooks to start downloading transactions again. Here’s how:

  1. Go to the Banking menu.
  2. Choose Bank Feeds, then select Bank Feeds Center.
  3. Select Chase under the Bank Accounts section.
  4. Click the Refresh icon located at the upper right corner.

If you continue to get the same result, I recommend creating a dummy account and merging it with Chase. Follow the steps below:


Dummy account:

  1. Go to the Lists menu and select Chart of Accounts.
  2. Click the Account button and select New
  3. Choose Bank and click Continue.
  4. Enter Dummy in the Account Name field.
  5. Hit Save & Close.

Merge accounts:

  1. Go back to the Chart of Accounts and look for the affected account.
  2. Right-click on it and select Edit Account.
  3. Copy the name and click Cancel.
  4. Look for the Dummy account, right-click on it and select Edit Account.
  5. Paste the name of the affected account in the Account Name field.
  6. Choose OK to save the changes.
  7. Hit Yes.

If you’re unable to merge the accounts due to an error, disconnect Chase from Bank Feed and proceed in merging the two. Once done, you should be able to download transactions without any issue.


That should do it. Keep me updated on how this goes. I’m always here to help. Take care!

Community Contributor *

Re: Bank Sync Not Working

The Refesh button worked.  Thanks.

 

However, approving Batch Actions did not work.  With the multiple items selected that matched, then selecting Batch Actions >Approve did nothing.  I had to select approve on each individual item.

 

I am concerned that something is happening with the file since the reload of QB.

 

I did do a Verify Data and a Rebuild Data after the re-installation of QB, but these little things (not synching, not batch approving), keep coming up.

 

Thanks!

QuickBooks Team

Re: Bank Sync Not Working

Hello there, @Login

 

We haven't received any reported issues about Batch Actions being unable to add the bank transactions you've selected. 

 

I suggest updating your company file to improve program functionality and fix software issues. Here's how: 

 

  1. Go to the Help menu at the top. 
  2. Select Update QuickBooksUpdateQuickBooksDesktop1.PNG
  3. Go to the Update Now tab. 
  4. Select Get UpdatesUpdateQuickBooksDesktop2.PNG
  5. Restart the program.
  6. When prompted, accept the option to install the new release.

 

For more information, please refer to this article: Update to the Latest Release of QuickBooks Desktop

 

After performing the steps above, I'm confident you'll be able to use the Batch Actions feature again when adding and matching bank transactions

 

I'm here anytime you have other concerns. Have an awesome day. 

Community Contributor *

Re: Bank Sync Not Working

I did the update and it caused other issues, not being able to post discounts on our invoices.  QB Tech support reverted back to the previous release so I could post invoices.

 

The Batch Approvals worked fine prior to the uninstall and re-install at the previous release. 

 

Until I know the issue with the items not posting on the invoices is corrected, I do not want to upgrade again.

 

Thanks!

QuickBooks Team

Re: Bank Sync Not Working

Thanks for getting back to us, @Login.

 

I suggest repairing your QuickBooks Desktop to get this issue fixed. Let me guide you with the steps.

 

  1. Restart your computer to close unnecessary programs interfering with QuickBooks.
  2. Back up your QuickBooks company file.
  3. Click Start and then Control Panel.
  4. Select Programs and Features. If necessary, choose Uninstall a program.
  5. Choose QuickBooks in the list of programs and choose Uninstall/Change.
  6. Hit Continue, then Next.
  7. Select Repair then Next. Wait for the Repair to complete.
  8. Click Finish.
  9. Then, restart your computer if prompted.

If you receive an error message such as Files in use during the repair, please follow these steps to complete the repair:

 

  1. Select Ignore (reboot required), then OK.
  2. You might have to click Ignore several times. The repair should continue.
  3. If the Ignore button is unavailable, select Close. After the Repair, restart the computer.

If the same thing happens, I encourage contacting our QuickBooks Customer Care again. This way, they can check on your account and investigate this issue further.

 

Keep me posted if you need anything else. I'm always right here to help you.

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