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Tcar1
Level 1

Can't get transactions

Hello,

I am wondering if anyone is having a problem with getting transactions updated from there bank on Quickbooks online. I received a message yesterday on 2/16/24 stating "Your TD Bank connection isn’t working". I followed instructions but it still is working as of today 2/17/24.

The message on Quickbook online now states "We can't get Transactions from TD Bank"

" come back in a few hours and select Update (4009). It has been 24 hours and I have tried several times. Is anyone else have this problem.

 

10 Comments 10
Ethel_A
QuickBooks Team

Can't get transactions

Welcome to the Community, @Tcar1.

 

I'm here to help you fix the issue of transactions not downloading from TD Bank in QuickBooks Online.

 

We can start by refreshing the connection of your bank and QuickBooks Online by manually updating your bank.

 

Here's how:

 

  1. Go to the Banking or Transactions menu.
  2. Select the blue tile for your credit card account.
  3. Click the Update button.
  4. (Optional) Follow the on-screen instructions to complete the process.

 

You can then sign in to your bank's website and check if the issue may be on the bank's end. Follow the steps below:

 

First, get the URL QuickBooks uses to connect:

 

  1. Go to Transactions, then select Bank Transactions.
  2. Select Link accountNote: You won’t add an account, you just need the listed URL.
  3. Search for your bank and select it.
  4. Copy the URL listed for your bank.
  5. Sign in to your bank or credit card's website using the copied URL.

 

Once your transactions are downloaded, review and categorize them to keep your financial data accurate.

 

For future reference, you can read this article about reconciling your account in QuickBooks Online regularly or every month to track your income and expense transactions accordingly: Reconcile an account in QuickBooks Online.

 

Feel free to click the Reply button below if you have questions about your bank transactions in QuickBooks Online. I'm always here to help. Have a great day.

Tcar1
Level 1

Can't get transactions

Thank You for the quick response,

 

   I tried the manual update numerous times before I posted on the board.

In fact, one time it did manually update but all information before 2024 was missing and the 2024 information was all under the review section. I had categorized everything through January 2024. Also, the category description were all default descriptions. 

   I tried numerous other times and again after your response, and I am still receiving the same message. 

We can’t get transactions from TD Bank

Come back in a few hours and select Update (4009)

If you have another suggestion, I would greatly appreciate the help. 

SheandL
QuickBooks Team

Can't get transactions

Thanks for the update, @Tcar1

 

I can see the importance of getting your bank's transaction. Let me share some information on how we can fix this. Usually, the error message occurs when your bank is having a system maintenance, server issue, or updating. To check this, you can sign in to your bank's website or talk with your bank's representative to ensure everything is fine. 

 

If the issue still persists after checking, I recommend contacting our support team so they can further investigate this matter. They have the expertise and tools that are necessary to help resolve this. Here's how:

 

  1. Sign in to your QuickBooks Online company.
  2. Select Help (?).
  3. Select either of these tabs:
  • Assistant tab and select Talk to a human.
  • Search tab and click on Contact us to connect with a support expert.

 

For Plus, Essentials, and Simple Start subscribers, support will be available Monday to Friday from 6 AM to 6 PM PT and Saturday from 6 AM to 3 PM PT. For Advanced subscribers, you may contact support any time and any day.

 

If you download transactions from your bank, you'll need to categorize them to go into the correct accounts. To speed up this process, you can refer to this article: Set up bank rules to categorize online banking transactions in QuickBooks Online.

 

I appreciate your patience while we investigate this matter. Please don't hesitate to reply to this post if you need further help getting your transactions. We're always ready to assist you anytime.

nancy-makeupbyna
Level 1

Can't get transactions

This is happening to me too. It's telling me to link an account and I go to do so and it shows already linked. How can I fix this?

SheandL
QuickBooks Team

Can't get transactions

We appreciate your bringing this to our attention, nancy.

 

I acknowledge the importance of resolving this issue about getting your transaction successfully in QuickBooks Online. Let me share some information on how to get this resolve. I recommend contacting our support team so they can open an investigation into this matter. They have the skills and tools that are necessary to help resolve this. 

 

To contact them, here's how:

 

  1. Open your QBO company. 
  2. Select Help (?).
  3. Select either of these tabs:
  • Assistant tab and select Talk to a human.
  • Search tab and click on Contact us to connect with a support expert.

 

Please know that for Plus, Essentials, and Simple Start subscribers, support will be available M-F from 6 AM to 6 PM PT and Saturday from 6 AM to 3 PM PT. For Advanced subscribers, you may contact support any time and any day.

 

You can visit this article to ensure that your accounts match your bank and credit card statement: Reconcile an account in QuickBooks Online.

 

We appreciate your patience while we are working to resolve this issue. Our Community team is always here. Feel free to reach us at any time by leaving a reply to this post. 

KPDLabs
Level 1

Can't get transactions

I have been experiencing the same thing. I'm very concerned. What did you do to correct the issue?

 

ArielI
QuickBooks Team

Can't get transactions

Hello, @KPDLabs.

 

I can see the importance of getting your bank's transaction. I'm here to help you determine the root cause of the issue.

 

We've received similar reports wherein customers encountered an error message, " We can't get transactions from TD Bank, Come back in a few hours and select update." To be added to the list of affected users, I recommend contacting our QuickBooks support. They can securely pull your account and provide troubleshooting steps to rectify the issue. 

 

Here's how you can reach them:

 

  1. In your QuickBooks Online account, go to the Help menu.
  2. Hover to the Search tab, then click Contact Us.
  3. Type in a short description of your issue and concern in the box provided.
  4. Click Continue.
  5. Select the Chat or Callback option.

 

You can contact us from Mondays to Fridays, 6 AM to 6 PM PT. 

 

Furthermore, I'll include these articles to help manage your transactions in QuickBooks Online efficiently:

 

 

If you have further questions or any QBO-related concerns, you can comment below, and we'll respond to you as soon as possible.

KPDLabs
Level 1

Can't get transactions

I am having the same issue. I have tried everything without success. The balances are accurate first thing in the morning, if I update at any point during the day I get the Come back in a few hours and select Update (4009) message. I'm super concerned that this is going to continue and this might not be the right software for me.

GNYAL
Level 1

Can't get transactions

My organization has the same issue. I have to refresh my connection every time I want to download transactions.

AdonL
QuickBooks Team

Can't get transactions

I'm glad you've posted here in the Community, GNYAL. I'm here to provide details regarding bank transactions in QuickBooks Online(QBO).

 

We've received similar reports about errors when downloading bank transactions to QBO. Therefore, I recommend reaching out to our support team so that they can add you to the list of affected users and ensure that you'll receive email updates about the investigation's progress and get notified as soon as it's resolved. 

 

Here's how you can reach our support team:

 

  1. Click the Help (?) icon.
  2. On the Assistant tab, enter Talk to a human.
  3. Enter a short description of your concern and press Enter.
  4. Select Contact Us to connect with a live support agent.
  5. Choose how you'll want to get in touch with the support.
    • Start a chat with a support expert.
    • Get a callback from the next available expert.

 

Once everything is good, check out these guides for the complete process of importing entries manually and then reviewing them:

 

 

Leave a comment below if you have more questions about managing bank transactions. I'll be around in the Community if you need more help performing specific tasks. Have a nice day.

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