Can't reconnect bank feeds

Refreshing the connection using Express Web Connect can help resolve this, pvtmadness. Allow me to guide you through this process to ensure we achieve the desired outcome.

Express Web Connect is one of the methods QBDT uses to import your banking transactions automatically. Unlike Web Connect, which requires you to manually download and import transactions from your bank’s website, Express Web Connect does it automatically. Here's how to switch express to web connect:

Ensure to update to the latest release and create a backup of your company file.

1. Go to File, then click Switch to Multi-user Mode.
2. Access your Intuit Account by Selecting Company and then My Company.
3. Note: If you haven't yet, you can create an Intuit account or recover your user ID and password.
4. Delete pending online payments or checks.
5. Add and match previously downloaded transactions.

Turn off bank feeds for your account. Before updating your Bank Feeds connection, disconnect all related accounts to avoid any discrepancies. 

Next, to download your bank transactions, set up your bank account in QuickBooks by following these steps:

1. Navigate to Banking and select Bank Feeds, then choose Set Up Bank Feed for an Account.
2. Ensure you select Capital One Bank - New in the Bank Feed Setup, then click Next.
   
    

   

3. You will be directed to the My Company sign-in page.
4. Enter your online banking account information, then select Connect.
   • Note: Your bank may prompt you for a one-time password (OTP).
5. Select the account(s) you want to connect to QuickBooks, and then click Connect.

To download transactions in Express Web Connect, here's how: 

1. Go to Banking, choose Bank Feeds and next click Bank Feeds Center.
2. Select the specific account you need to download.
3. Click Download.
4. Once Done, click Transaction List to process the transactions.

For a comprehensive guide, please visit this article about setting up your bank feeds and more in QuickBooks Desktop: Download bank feed transactions in QuickBooks Desktop.

For future reference, you can rely on this article once everything is in order you're ready to reconcile your account to match your bank statements: Reconcile an account in QuickBooks Desktop.

Let's continue this conversation for any future questions you may have about connecting your bank account in Bank feeds in QuickBooks Desktop. Our Community Team is always here to provide the support and assistance you need.

Hello,  thank you for your detailed response. I followed your plan but did not get any results.  That may be an alternative way to get automatic downloads for those banks that participate, however,  Capital One can ONLY update via .qbo file.   When I put Capital One into the 'find your bank' window I immediately get forwarded to a page that tells me I have to manually import transactions.(see attached graphic)  But this is how it has been for years so I now do it this way for all my banking accounts and I'm OK with that; it works.  The problem is, once I followed the directions on QB website that required me to deleted the old Cap One acct in bank feeds, in order to change the account number,  I can no longer add Cap One account back to bank feeds. But the account must be in Bank Feeds in order to bring in the .qbo file and add them to the ledger.  So manually adding Cap One account back to bank feeds center is what I need help with.  Thanks again

Hello, pvtmadness. Let's explore some steps to reconnect your credit card account in QuickBooks Desktop (QBDT).

For unexpected results when trying to reconnect your credit card bank account, you need to re-brand or reset your account by creating a new bank account inside QBDT before reconnecting your account. Here's how:

1. Open the Lists menu, select Chart of Accounts, right-click anywhere in the window, and choose New.
2. Select Credit Card as the Account Type. Fill in the required details, then click Save and Close.
3. To merge the new account with the old one, right-click the old account and select Edit. Rename it to match the name of the new account.
4. Put the details and click YES when the Merge warning dialog box appears.
5. After completing those steps, reconnect your bank account using Web Connect.

If the issue persists, create a dummy company file and set up your bank's Web Connect. If transactions download successfully, resolve data damage on your original company file. If not, I'd recommend contacting your financial institution for assistance.

You can reach out to our Live Support team for additional help.

Furthermore, make it a habit to categorize your online bank transactions to streamline your financial tracking and improve decision-making within your business.

Let me know if this helps, @pvtmadness. If you have any more questions or need further assistance with QuickBooks Desktop in the future, feel free to reach out.