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Level 3

Bank transactions not downloading to Quickbooks Desktop for Mac

This is a new problem.  The error says We could not connect to Intuit to retrieve your bank information.

36 Comments
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Moderator

Bank transactions not downloading to Quickbooks Desktop for Mac

I'm here to ensure you're able to download your bank transactions to QuickBooks Desktop (QBDT) for Mac successfully, @MK50.

 

Here are the possible reasons you're getting an error when retrieving your bank info in the program: 

  • The bank has made changes to its service offerings (Web Connect or Direct Connect).
  • They're performing system maintenance. 
  • They have made changes to their name (bank merger) that require you to refresh it in QuickBooks.
  • A problem with one or more accounts in your company file.

 

Before performing the troubleshooting process below, let's back up your company file to secure your data. Then, make sure your QBDT for Mac is updated to improve program functionality and fix known issues.

 

Once done, let's create a new test company file to check if the issue originates with your bank's servers. I'll guide you how. 

  1. Select New Company from the File drop-down list. 
  2. Enter a name for the test file and click Save.
  3. In the Create New Company wizard, fill out the required fields and then select Finish.
  4. Add the account that was experiencing issues to the Chart of Accounts.
  5. Set up Online Banking for that account.
  6. Choose Download transactions.

 

If the error persists, you'll have to log into your bank's website to check if they have ongoing maintenance or connection issues. If there's no error message, you can merge your accounts to determine if this is related to your account setup. For the detailed instructions, see Solution 2 through this article: Fix Online Banking. You can also proceed to the third to sixth solutions outlined in this link if the previous steps don't work. 

 

Once downloaded, I recommend adding your bank transactions and creating renaming rules. You can also match them to the existing entries in your register. Doing so will help ensure your financial records are accurate in the software. For more information, view the Add and match transactions section through this article: Set Up And Use Online Banking (Mac).

 

Also, you can go to pages 156 - 166 in this PDF file to help you efficiently manage your online banking in the program: QBDT For Mac 2019 User Guide.

 

Lastly, can I ask for the name of the bank you're trying to download the transactions to QBDT for Mac? This way, I can check here on my end if there's an ongoing investigation regarding this and assist you from there. 

 

Don't hesitate to leave a comment below if you have other concerns. I'll gladly help. Keep safe always, @MK50.

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Level 3

Bank transactions not downloading to Quickbooks Desktop for Mac

The bank is FirstBank of Colorado.   I tried your test company idea and I got the same error.   The bank also refreshed my download connections.  Still same error.

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Level 3

Bank transactions not downloading to Quickbooks Desktop for Mac

Also, I disabled online services in Quickbooks and then tried to add back my bank via online banking setup and I received a Connection Error 403.  FirstBank of Colorado.

Highlighted
Moderator

Bank transactions not downloading to Quickbooks Desktop for Mac

Thanks for getting back to us and sharing some updates about the troubleshooting steps you've done to resolve the banking error, @MK50,

 

We received similar reports from other users getting an Error 403 for First Bank of Colorado in QuickBooks Mac. Our Financial Team currently tagged this as an ongoing issue to examine what's causing this unexpected hitch in our program.

 

They are also working on a solution to get this resolved as soon as possible. In the meantime, we recommend contacting our Support to get live updates on the current status of the investigation and be notified once the fix is already available.

 

To contact us, please follow the steps below:

 

  1. Go to this link: https://help.quickbooks.intuit.com/en_US/contact
  2. Select QuickBooks Mac Desktop.
  3. Click on a topic or use the Search for something else button.
  4. Scroll down to get the contact options.

Provide the investigation number INV-48130 to our representative, so they can add your account and email in the notification list of affected users.

 

If you want to get your transactions in the program while the issue is being worked on, you may import them manually. The steps are found in the Manually Importing Online Banking section of the QuickBooks Mac User Guide.

 

Feel free to connect with me again if you have other questions with QuickBooks. I'll be more than happy to help in any ways I can. Have a good one!

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Level 3

Bank transactions not downloading to Quickbooks Desktop for Mac

Ok thank you.  I added my info to the investigation case.  A quickbooks rep said the problem was a security change at FirstBank of Colorado.  The bank rep said they've made no changes.  Hopefully,  your tech team can work with the bank tech team and figure out what happened and correct the situation.  Also, my bank does not offer .qbo file downloads so I cannot manually download the transactions.  

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Level 3

Bank transactions not downloading to Quickbooks Desktop for Mac

Does anyone know how long this fix will take?  I'm wondering if it is even going to happen?  If I updated to online, do I need to buy a separate license for my 3 companies?  Or like desktop, can I just buy one?

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QuickBooks Team

Bank transactions not downloading to Quickbooks Desktop for Mac

There’s no specific timeframe as to when the bank of Colorado connection with QuickBooks gets resolved, @MK50.


I know how eager you are to get this fixed. Rest assured, our banking team is working hard to have this issue immediately settled.


You’ll receive an email notification for updates, as mentioned by the colleague above. Just make sure to check your email from time to time.


In case you’d like to switch to an online version of QuickBooks, you’re right. You’ll need to purchase separately for your three companies. QuickBooks Online only handles one license per subscription. However, it allows multiple users in just one company file.


To learn how many billable and accountant users you're allowed to invite, please check out this reference: How many users can I set up? You can also select the plan and feature below to route you directly to the pricing page.


In addition, here’s an article for a complete guide on how to move or import your data from QuickBooks Desktop Mac to QBO.


Please touch base with me here for all of your QuickBooks concerns. I'll be more than happy to help. Have a good one, and keep safe.

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Level 2

Bank transactions not downloading to Quickbooks Desktop for Mac

Yes! I am having this exact same error with FirstBank of Colorado and have spent HOURS troubleshooting this over the past few weeks. Finally found this post. All the SAME things. FirstBank says it has not changed anything. So frustrating. 

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Level 2

Bank transactions not downloading to Quickbooks Desktop for Mac

Hi, any word on this fix? I am experiencing the exact same issues and have spent hours troubleshooting this...including calls to FirstBank of Colorado with no resolution. I tried to contact support using your steps above and your chat is closed with no other contact options. Please let me know if/when this might be fixed. I have not been able to balance my accounts for weeks now. Thank you

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QuickBooks Team

Bank transactions not downloading to Quickbooks Desktop for Mac

Hello, @mtnmama125.

 

The ongoing investigation with FirstBank of Colorado was already tagged as closed and resolved by our product engineers. Since you're getting the same error, I encourage manually importing your bank transactions to continue bringing into QuickBooks. For your guide, open our QuickBooks Mac User Guide and check the detailed instructions on page 157.

 

Also, I suggest reaching out to our Support Team so a representative can check and re-investigate this further. To contact support:

  1. Open this link: https://help.quickbooks.intuit.com/en_US/contact, then select QuickBooks Desktop for Mac as your product.
  2. Tap on the Search for something else button, then enter a short description of your concern from the field provided and click Search.
  3. Choose a way to connect with a representative.

As always, feel free to read the topics from our help articles in case you need tips and related resources while working with banking or QuickBooks in the future.

 

Post again if you have any other questions. I'm a few clicks away to help. Keep safe always!

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Level 3

Bank transactions not downloading to Quickbooks Desktop for Mac

I never received any notification that the investigation was resolved and closed.  Supposedly I was on the email list.  I just tried to download transactions and still get the same error.  If I try to add the bank, I still get the same error.  Also, FirstBank of Colorado does not provide .qbo files so we cannot manually import transactions.  

Did the investigation say it was resolved?  And what date was the investigation closed?  It still doesn't work.

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QuickBooks Team

Bank transactions not downloading to Quickbooks Desktop for Mac

Thanks for letting us know, @MK50.


Yes, the investigation was already tag as closed and resolved. It was declared by our banking team last August 21, 2020.


There are times that emails are stuck in spam. You can check it to see the sent notification.


Since you’re getting the same error and you’re unable to import transactions as suggested, it would be best to contact our Technical Support team again. They can check and resubmit an investigation request for this matter.


Our support team can also provide other workarounds so you can temporarily upload your transactions to the system. You can follow the steps listed above to reach out to them.


You might want to check this reference in case you need additional information about banking. The articles listed here can guide you thoroughly on how to manage them moving forward.


Keep me posted about this concern. I’m here to listen and help as much as I can. Take care.       

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Level 3

Bank transactions not downloading to Quickbooks Desktop for Mac

There was no email in my spam.   And obviously it wasn't fixed since other people still have the problem.   I purchased the 2019 version last year expecting it to work for a few years.  Who do I talk to about getting a refund if I am going to have to upgrade to Quickbooks Online?

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QuickBooks Team

Bank transactions not downloading to Quickbooks Desktop for Mac

This isn't the kind of experience and service we want you to feel, MK50.

 

You can message our Customer Care Team to request a refund and upgrade to QuickBooks Online.

 

Here's how:

  1. Go to the Help menu and then select QuickBooks Desktop Help.
  2. Click Contact Us.
  3. On the Tell us more about your question: enter your concern, then click Search.
  4. Select Start a Message.

 

Due to the pandemic, we have limited staffing and have reduced our support hours. To ensure that you'll be assisted on time, please check out our support hours.

 

Check out the plans and pricing offered by QuickBooks Online. This way, you'll be able to choose the correct product suited for your business.

 

Additionally, I've included an article that'll guide you in importing your desktop company file to QuickBooks Online: Converting a Desktop for Mac file to Online.

 

Please let us know if there's anything else we can help you with. We're always here to assist you.

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Level 1

Bank transactions not downloading to Quickbooks Desktop for Mac

Im having same issue with it.  Same bank as well.

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Level 1

Bank transactions not downloading to Quickbooks Desktop for Mac

I have been having the same problems.  Has been working for years and now it does not.

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Level 1

Bank transactions not downloading to Quickbooks Desktop for Mac

This is crap Quickbooks.  I did not get an email either and I have already tried your crappy QB for online.  

Highlighted
QuickBooks Team

Bank transactions not downloading to Quickbooks Desktop for Mac

Hi there, @pinneysplace.

 

Thank you for joining this thread. Since the investigation was already tagged as closed and resolved. I highly recommend contacting our technical support team to further investigate what causes the odd behavior of the software. They use specific tools to do a screen share and provide additional steps to help you fix the issue. To do so, please follow the steps below:

 

For QuickBooks Desktop for Mac:

 

  1. Use this URL: https://help.quickbooks.intuit.com/en_US/contact
  2. Click QuickBooks Mac Desktop.
  3. Select on a topic or use the Search for something else button.
  4. Scroll down to get the contact options.

 

For QuickBooks Online:

 

  1. Go to the Help icon.
  2. Click Contact us.
  3. From the What can we help? field, enter your concern.
  4. Select Let's talk.
  5. Choose Get a call or Start messaging.

 

In the meantime, you can manually upload your transactions into QuickBooks Online using the CSV file. For the detailed instructions, please follow the steps in this article: Import transactions into QuickBooks Online. For QuickBooks Desktop for Mac, please proceed to the Manual Importing Online Banking section, page 161 in this module: QuickBooks Desktop for Mac User’s Guide.

 

In addition, you can also see these helpful articles that will guide you when you're ready to match your real-life bank statements with QuickBooks:

 

 

Keep me posted if you have any other QuickBooks concerns. I'll be here to help. Have a great day ahead.

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Level 1

Bank transactions not downloading to Quickbooks Desktop for Mac

I am having the exact same issue. So frustrating! 

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Level 3

Bank transactions not downloading to Quickbooks Desktop for Mac

Today, I message chatted for a fourth time in over a month, and the quickbooks service rep said I needed to contact the bank to resolve this problem.   QB was no help at all in fixing this problem and closed the investigation with no fix.   The service rep couldn't even open/reopen the investigation since it was never fixed and no notifications were sent out.  There is no work around for me except manually adding all transactions one by one.  I will need a refund.

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Level 1

Bank transactions not downloading to Quickbooks Desktop for Mac

I've been having the same problem for months now. Neither QB and FirstBank of CO are taking accountability and send me down a rabbit hole that doesn't work. Interestingly, once every 3 weeks I am able to get my transactions into QB, but I have to make sure I log in every day several times a day with my fingers crossed hoping to get in. Not sure what the issue is if I am able to sometimes get in? 

Highlighted
Moderator

Bank transactions not downloading to Quickbooks Desktop for Mac

Thanks for updating us about this problem, @emilhau,

 

To ensure all functions in QuickBooks Mac is working properly, make sure your software is updated to its latest release. If you're updated and the issue in the bank feeds still persist, I recommend connecting again to our Support Team.

 

You can request our representatives to escalate the issue to our Financial Team and have the investigation for First Colorado Bank reopened. I know you already contacted them, however, only our live support can check your account information with us and review past interactions with our reps.

 

To contact us, please follow the steps below:

 

  1. Go to this link: https://help.quickbooks.intuit.com/en_US/contact
  2. Select QuickBooks Mac Desktop.
  3. Click on a topic or use the Search for something else button.
  4. Scroll down to get the contact options.

Please know that we have updated our Support option to ensure we accommodate all our customer's concerns effectively. They are available through messaging, so when you contact us, make sure pop-up windows is enabled for your browser.

 

As a workaround to get bank transactions into the program, you may import them manually. The steps are listed in the Manually Importing Online Banking section of this QuickBooks Mac User Guide.

 

Let me know if you need any additional help with our program or this topic. I'll be right here to help you with it. Have a lovely day!

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Level 3

Bank transactions not downloading to Quickbooks Desktop for Mac

During my early troubleshooting with QB, they had me delete my FirstBank of Colorado set up to figure out what the problem was.  And then when I tried to add the bank connection back, I kept getting errors.  That is where they left me.

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Level 3

Bank transactions not downloading to Quickbooks Desktop for Mac

Again, as noted previously, FirstBank of Colorado does not provide .qbo files.  This is not a workaround option.  Please check if case #[removed] is the re-opened investigation for FirstBank of Colorado.  I received an email that said a case # was set up for me.

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