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tekfranz
Level 3

Banking Screen is not Displaying Downloaded Transactions

My Bank Download for 1 Account is not displaying.

The message says:

Something’s not quite right
An unexpected failure occurred.
It has been like this for several days on all my devices and multiple computers and browsers.
I have disconnected and reconnected it with no change.
IOS11 shows this on the banking section:
IMG_0647.jpg
The QuickBooks App and all Browsers show this:
Screen Shot 2017-09-29 at 8.01.17 PM.png
Solved
Best answer October 10, 2017

Best Answers
AliciaRoy
Level 8

Banking Screen is not Displaying Downloaded Transactions

I'd like to share the workaround with everyone, just in case you reached out to support before it was released. 

 

First, a new bank account will be created, and then the banking file can be uploaded there. Once this is finished, the old bank connection is disconnected, and then the two accounts can be merged together. Here's how: 

 

Creating a new bank account 

  • Go to Accounting on the left navigation panel. 
  • Select Chart of Accounts, and then click New in the top right corner. 
  • For the Category type, select Bank and proceed to fill out the form. 
  • Once you're finished, click Save and Close

 

Uploading the bank file

 

Disconnecting a bank connection

This step will disconnect the automatic connection that isn't working at this time. The transactions that you already added under the In QuickBooks tab will still stay in your books, whereas the transactions that were still pending review will be gone. No worries, though. The pending transactions were imported in the previous step, so you can review them there.

  • Go to Banking on the left navigation panel. 
  • Choose the account that you need to disconnect. 
  • Click the Pencil (edit) icon.
  • Select Edit Account Info
  • Towards the bottom right of this pop-up, check off Disconnect this account on save
  • Click Save and Close

 

Merging the accounts

  • This article has step-by-step instructions on merging accounts. 

 

Please feel free to reach out if you have any questions along the way. I'm always happy to lend a hand. 

View solution in original post

67 Comments
jessbru99568
Level 7

Banking Screen is not Displaying Downloaded Transactions

@tekfranz Just a suggestion, but have you tried clearing cache and cookies? I occasionally get those same errors with my banks, and some times they clear right away and other times I have to wait it out. If it still doesn't clear by Monday though I would suggest contacting support. 

tekfranz
Level 3

Banking Screen is not Displaying Downloaded Transactions

Great idea. The only issue is that the same problem occurrs on Windows, Mac, iPhone, Chrome, Safari and Internet Explorer. There is a chance it is cache and cookies but I don't see how so many devices and browsers could be affected if it were a cache or Cookie issue.

I also disconnected and reconnected the bank feed and did multiple updates. The strange thing is the Bank update completes succesfully, but no transactions appear to approve.

 

I did contact support and the Engineers will be working on it. They did not have an update yesterday yet.

 

 

jessbru99568
Level 7

Banking Screen is not Displaying Downloaded Transactions

That's very strange. Normally if it does that to me, it will clear within a few hours but sometimes can last a few days. I'm sorry, I have no clue then. 

tekfranz
Level 3

Banking Screen is not Displaying Downloaded Transactions

Yeah its sad I have 14 trasactions to accept and can't see them displayed so I can accept them. My only workaround is to enter the transactions manually.

jessbru99568
Level 7

Banking Screen is not Displaying Downloaded Transactions

I would say that would be the best thing, just enter them manually for now. The only thing you'll want to be careful is if you do get it working again, that you don't accept the same transactions again and create double entry. 

Raywhite28
Level 7

Banking Screen is not Displaying Downloaded Transactions

@tekfranz

 

Have you tried to manually download the file from your bank's web site & then upload that file in to QuickBooks? That may work.

tekfranz
Level 3

Banking Screen is not Displaying Downloaded Transactions

Very good idea. Yes manually importing the file from the bank was successful. However the behavior is still the same in that the transactions do not display to be accepted.
Raywhite28
Level 7

Banking Screen is not Displaying Downloaded Transactions

Check the register & see if they were automatically accepted.

tekfranz
Level 3

Banking Screen is not Displaying Downloaded Transactions

Thanks! I should be able to test the Manual File Upload again & check the register once I have some new transactions post to my checking account.

NutSacBags
Level 3

Banking Screen is not Displaying Downloaded Transactions

I'm having the same problem. This doesn't work as the problem is cross platform

NutSacBags
Level 3

Banking Screen is not Displaying Downloaded Transactions

I'm having the same problem. It started exactly last Monday. Intuit is aware of this, but to date they appear to have done nothing. I've called them at least 3 times already.

 

There is an intuit investigation: INV-3246. Use this when you call them and have your case linked to this investigation. There are others of us. 

 

btw--I'm curious -- What bank are you using? I'm using Oregon State Credut Union. I'm wondering if it is bank related.

 

Please keep us updated as will I.

 

Cheers!

~g

AliciaRoy
Level 8

Banking Screen is not Displaying Downloaded Transactions

Hello everyone. 

 

I took a look at the investigation mentioned in the post above. The online product team is currently working through this issue with the downloaded transactions, and they hope to have new information for users soon. If you've been escalated by support, you'll receive email notifications as soon as there's an update. If you haven't contacted QuickBooks Online support just yet, here's the contact page: https://community.intuit.com/articles/1145770. 

 

Thanks so much for your continued patience as this is worked on. 

NutSacBags
Level 3

Banking Screen is not Displaying Downloaded Transactions

Hi,

 

Any update or idea when this will be fixed? 

 

It's been over a week and my books are getting wildly out of sync. This is causing me and my business a lot of stress.

 

Thanks!

~greg

AliciaRoy
Level 8

Banking Screen is not Displaying Downloaded Transactions

Hi Greg. 

 

I looked over the escalation again, and the engineers are currently working towards a resolution. They'll send you an email directly as soon as there's more information on the case. In the meantime, you can perform a manual upload of those bank transactions: https://community.intuit.com/articles/1145233. If you decide to use the WebConnect tool, please make sure you do not add those same transactions once the automatic connection is restored. 

 

Thank you for your time. 

tekfranz
Level 3

Banking Screen is not Displaying Downloaded Transactions

The manual upload, is not a work-around because, while it is successful, it suffers from the same display issue. Once the transactions are imported they do not display to be accepted.

It seems like the Transactions are queing up in the background because the number of unaccepted transactions on the account keeps rising, but they never display to be accepted below.

NutSacBags
Level 3

Banking Screen is not Displaying Downloaded Transactions

This is correct. The manual upload does NOT work. The transactions just remain queued.

 

In fact, I have three bank accounts (all with the same institution -- Oregon State Credit Union). The first two (my line of credit and my savings account) work fine. It is only the checking that is broken. Hopefully this info helps.

NutSacBags
Level 3

Banking Screen is not Displaying Downloaded Transactions

Hi Guys,

 

I'm getting extremely frustrated with the support I'm receiving from Intuit on this issue!

 

It's been since MONDAY a week ago that this started. I am still unable to properly run my business because I cannot manage my bank account. 

 

I have received absolutely no information from the QBO engineers that are working on this issue. No requests for more info. No updates. Nothing at all from the people who are supposedly fixing this. Why is this?

 

This error is now costing my business. I need to know what is going on and when this will be fixed. 

 

Thank you,

~g

tekfranz
Level 3

Banking Screen is not Displaying Downloaded Transactions

It is still exhibiting the same behavior. It is not fixed yet.

I would be happy to demonstrate it to an Engineer.

IOS App Error IOS App ErrorDesktop App Error Desktop App Error

NutSacBags
Level 3

Banking Screen is not Displaying Downloaded Transactions

Like tekfranz, I am more than happy to screenshare with an engineer and see if we can get this worked out promptly. I'm available to spend as much time as needed to get this resolved.

 

Thanks!

~g

NutSacBags
Level 3

Banking Screen is not Displaying Downloaded Transactions

Hey Guys,

 

I was able to escalate this yesterday by talking with a contact I had at Intuit. Last night I received a call from Brian in the Office of the President at Intuit. 

 

He called again this morning and told me he has been in contact with the engineers and they seem to have a fix. They are testing it now. I have been told that they tentatively plan on releasing the fix on Monday.

 

If I get any more updates I'll post them here.

tekfranz
Level 3

Banking Screen is not Displaying Downloaded Transactions

Perfect!

JCM
Level 1

Banking Screen is not Displaying Downloaded Transactions

I'm having the same problem.  It started several days ago (10/4/17) and continues.  Downloading the *QBO file "worked" according to the memo but the same screen came up and the account has been "disconnected."  The counter knows how many transactions are "pending" but nothing is showing in the registers - matched or not.

 

NutSacBags
Level 3

Banking Screen is not Displaying Downloaded Transactions

Hiya JCM,

 

As of yesterday it started working correctly for me. I don't know if the fix has been applied to everybody or just targeted to the squeaky wheel (me, lol). 

 

Tekfranz -- can you weigh in? Did the fix start working for you yet?

 

According the the people I talked with, the fix was tentatively planned for Monday rollout. 

 

I'll keep you updated as things progress.

 

~g

tekfranz
Level 3

Banking Screen is not Displaying Downloaded Transactions

No I am still having the issue. The Desktop App still says "Somethig is not Right" with the Transactions Queued in the Background.

 

Strangley enough my IOS 11 phone decided to download all my Company Data again this morning, but it still gets the same error on the banking Screen

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