Can't set up online banking for Capital One

Hey there, july1962.

Thanks for sharing the steps you’ve performed to set up your online banking. I'd be happy to help get your Capitol One account connected, so you can start importing the transactions.

The first thing to do is update QuickBooks to the latest release. Updating the software improves its performance and can fix issues you get while using QuickBooks.

Here’s how:

1. Go to QuickBooks at the top menu bar.
2. Then, choose Check for QuickBooks Updates.

To download from the internet:

1. Go to the Downloads & Updates page.
2. From the Select Product drop-down, choose QuickBooks Mac Desktop.
3. From the Select Version drop-down, choose the appropriate version or year.
4. Click on the Search button.
5. In the Here’s your product section, click on Get the latest updates link.
6. Then Save/Save File to download the update.

When the download completes, double-click to install the update. You may need to restart Windows after the installation finishes.

Once done, let's go ahead and set up online banking. For the step by step process, check out this article: Online Banking (Mac).

Please leave me a comment with an update about how things go. I want to make sure that you're taken care of. Have a great weekend.

So, I had already done all that. When I first opened QB, it installed the latest version which appears to be an even newer version than what's offered online in the link you sent. 

I already went through the instructions to set up online banking. However, after downloading the statement, and trying to import it, the file is grayed out so it won't let me choose it. 

The file is a pdf file, is that the right type of file? There were no other options to download anything else but a pdf file.

I had already done all that. When I opened QB today, it automatically installed the latest version. When I checked the version with what's available online, it appears to be a newer version than what was offered at the link you sent. 

I already went through the online banking instructions. I downloaded the statement from Capital One's website, and it gave me a pdf file. But when I try to import that file, it's grayed out and I can't select it. 

Hi july1962, 

I appreciate you letting us know about the results after trying the steps above. I'm here to ensure you'll be able to setup the Capital One online banking in QuickBooks Desktop. 

The detailed resolution given by my colleague @Rasa-LilaM, can generally fix such issue. Since you still can't setup the account after verifying the version and following the online banking instructions, I'd recommend contacting us. 

Our specialists have the necessary tools to securely access your account and see what's causing this to happen. They can also guide you through some additional solutions, so you can successfully connect the Capital One bank account. 

To reach us:

1. Go to this link: https://help.quickbooks.intuit.com/en_US/contact#.
2. Select QuickBooks Desktop for Mac.
3. Choose Using QuickBooks for Mac.
4. Scroll down to the Here's how to connect with a QuickBooks expert section.
5. Click the Get Phone Number button. 

By following these steps, a representative will further help you with the process. Please know that your success is our success; and you're not alone here. 

The Community will always be here to help at anytime. Be sure to touch base with me here on the results of your call, I want to ensure this matter gets resolved. 

I am having the same problem, I have downloaded the update and I have installed it still not working. I have downloaded the transactions from the bank and tried to import them but there is no bank to export to. I can't setup Capital One bank. I have chosen Capital One New and it's giving me an error. This problem has been going on since the end of 2018. I can't get any help from QB, Intuit, or Capital One Bank. 

There is no bank option for "Capital One 360 Spark" to connect for QBDesktop Mac...can you please add?

Thanks for dropping by, @ANONYMOUS14.

There is currently an ongoing issue when setting up the online connection for Capital One 360 Spark. This is the reason why you can't view the bank as one of the options.

Our Engineering Team is now working to resolve this as soon as possible. Please reach out to our QuickBooks Desktop Mac Support so they can pull up your account in a safe environment and sign you up to receive email updates once they become available. 

In the meantime, you can use the web connect feature to download a statement from your bank's website and import it to QuickBooks. You can refer to this article for more details: Set up and use Online Banking (Mac).

Let me know if you need anything else. I'm always around if you need help. Enjoy your weekend.