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Bank transactions

My bank account and qb are not sinking my transactions all of a sudden. Qb won’t update. I’ve contacted support and it was fixed for about 24 hrs and then quit again. I’ve updated my computer, qb and spent hours on the phone w support with promises of a call back or email when it’s fixed and there is no follow up. I don’t know what to do. 

4 Comments
Community Contributor *

Re: Bank transactions

I am also having the same issue.  This started back last year.  I started posting about this yesterday for the first time to see if anyone else is having this issues because when I call they act like no one else is having this issue except for me.  I am having issues with all of my credit card companies, American Express, Chase and Capital one. 

 

Very frustrating to say the least and very disappointed in customer service.

QuickBooks Team

Re: Bank transactions

Hi there, Jeanamone.

 

Thanks for turning to the Community. I can provide additional clarification regarding this matter.

 

In situations like this, it would be a good alternative to manually download your bank transactions in the meantime. This way, you'll still be able to work with your transactions while this issue is being escalated. 

 

The following steps will guide you with the process.

 

Download transactions from your bank's website:

  1. Log into your bank's website.
  2. Follow your bank's online process to download your transactions.
  3. Choose the transactions from specific accounts, or select the date range.
  4. Select the .QBO file type.
  5. Take note of the file name and location of the downloaded file, so you can easily find it to upload.

Upload the file to QuickBooks Desktop:

  1. Open QuickBooks.
  2. From the File menu, choose UtilitiesImport, and then Web Connect Files.
  3. Click the file you saved, then hit Open.
  4. Select Use an existing QuickBooks account.
  5. Click Continue, then OK.

For additional insight about this, I recommend the following these articles:

Lastly, if the issue persists, please contact the Phone Support Team again. I know you already called before, but the resources necessary to make sure this is handled properly are under them so I'd recommend reaching out to them.

 

Let me know how it goes, I'm determined to get this fixed for you. Thanks again for visiting us, I'll be looking forward to your response.

Community Contributor *

Re: Bank transactions

Couldn't be more discouraged by the lack of customer service on this issue.  I am beyond frustrated and feel that this issue is not being addressed. 

Moderator

Re: Bank transactions

Hi, 123145775286727.

I want to make sure you'll be able to sync your bank transactions in QuickBooks Online. Let me help get you pointed in the direction.

 

I'd like to check this for you and get it taken care of myself. However, I won't be able to check your account without asking for sensitive information. I know you've already called in. However, I still suggest reaching out to our Online Baking Support to have this re-investigated.

 

For now, as a workaround, you can bring in transactions using a WebConnect file. You can download the last 90 days of transactions using this feature. Please see the step-by-step process provided by my colleague AldrinS above.

 

To reach us, please follow these steps:

 

  1. Sign in to your QuickBooks Online Company.
  2. Click (?) Help at the upper right corner.
  3. Select Contact US on the pop-up.
  4. Enter a brief description of your concern then hit Continue.
  5. Click Get a callback.
  6. Enter your contact information.
  7. Select Call me.

These articles are a good reference:

 

Don't hesitate to drop me a line if you have other concerns about syncing bank transactions in QuickBooks Online. Have a good one.

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