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K
Kat79
October 12, 2022
Question

Basnk Feed Issue

  • October 12, 2022
  • 1 reply
  • 0 views

Hi! So I changed my bank from Bank of America- all states to Bank of America-New.  Since the change, I can no longer download transactions for all my accounts at one time. Main bank account and credit cards combined. I can only download transactions one account at a time. Can anyone help with this?

Thanks, Kat

1 reply

R
Rasa-LilaMQuickBooks Team
QuickBooks Team
October 12, 2022

Hello there, Kat79.

 

I'm here to make sure you can download transactions simultaneously for all of your accounts. However, I need more information about what you're going through. This is to check if we have an ongoing issue.

 

How did you integrate your Bank of America-New account with QuickBooks Desktop (QBDT)? Is it done through direct connect or web connect? Did you come across any specific error codes or messages?
 

While I wait for your response, I'd like to share this link that covers online banking topics: Set up or edit bank accounts for Bank Feeds in QuickBooks Desktop. It contains references to some banking-related activities. For tips and resources to help you manage your business and tasks in QBDT, click here to access our online resources.


Any information you can provide will help to ensure a timely solution. Thank you in advance. I'm looking forward to working with you again.

 

K
Kat79Author
October 12, 2022

Direct Connect. No error message. Just no option to download transactions for all accounts at once

G
GebelAlainaMQuickBooks Team
QuickBooks Team
October 12, 2022

Hello there, @Kat79.I understand how convenient it is for you to download all your transactions at once. I'm here to share some troubleshooting steps that will help you sort things out.

Let's start by verifying and rebuilding tools. This way we can identify and fix unusual behaviors on your QuickBooks Desktop account, like missing data and features. Here's how to verify data:
 

  1. Go to the File menu, and select Utilities.
  2. Choose Verify Data, then tap OK to close all windows. If you see “Your data has failed the integrity check”, you'll need to rebuild your file. If there are no problems with your data, you’re done.
     

If there are problems with your company file, you'll have to rebuild it. Here's how:
 

  1. Go to the Files menu and select Utilities.
  2. Choose Rebuild Data, and then click OK.
  3. Tap OK to make a backup to prevent data loss along the process.
  4. Hit OK to continue the rebuild process.
     

For more insights about the verify and rebuild process, you can check out this article: Verify and Rebuild data.
 

I've also added this article for additional details on downloading your bank feed transactions: Download bank feed transactions in QuickBooks Desktop.


Once you successfully downloaded your bank feed transactions, you can check out this article for future reference: Add and match Bank Feed transactions in QuickBooks Desktop.
 

Please post a reply below if you have clarification or additional information about managing your bank transactions. I'll be around. Have a good one!

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