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I am struggling to get a supposedly connected bank feed working. The bank account appears in the chart of accounts with the "lightning bolt", and according to the bank, the account is correctly configured at the bank. But the account does not appear in the list of accounts on the Bank Feeds page in QB (Desktop 2019, up to date). When I try to then edit the account in Chart of Accounts, I go to Bank Feed Settings and see that Deactivate All Online Services is clicked. When I click activate, QB crashes. I tried the merging trick posted in a forum link, but that did not work - the existing account doesn't get the online settings from the new account that was set up and properly linked. I would greatly appreciate some guidance in how to proceed. The existing account has data for over 10 years from the bank - for obvious reasons I do not want to lose that.
Thanks.
Jack
Let's work together and get to the bottom of this, @CaymanBeach.
I recommend running the Verify Rebuild tool to isolate the issue. This process scans your file for any errors and resolves them right away. I show you how.
You can also check this link for more detailed steps: Verify and Rebuild Data in QuickBooks Desktop.
If the issue persists, I suggest downloading the QuickBooks Tool Hub and running the Quick Fix my Program to fix this. You can refer to this link for the complete process: Repair your QuickBooks Desktop for Windows.
When everything looks good, you can read through this article on how to swiftly match your accounts in QBDT: Reconcile an account in QuickBooks Desktop.
Please keep me posted if you need further assistance managing your bank accounts and transactions. I'll be around ready to back you up. Keep safe and have a good one!
I just spent 20 minutes replying in detail, only to have this ridiculous forum delete it, apparently because I was no longer logged in. Then I go to log in, and the forum wants 2FA to log in to a FORUM??? Come on. Fix QB software before worrying about 2FA on a technical support forum.
Back to the problem:
I verified and rebuilt the company file (for the record, I had previously done that, but did it again, following your instructions). Did not help.
I downloaded and ran the various Fix It tools, including the File Dr., not mentioned here. Did not help. (And, I note that there were references to Visual Studio C++ libraries from 2012 and 2013. Much has changed with MS compilers. Why is QB using versions 10 years old??).
I even tried loading a recent backup file, and reconnecting the account. Same problem. Chart of Accounts says the account is linked to the bank (based on icon in the account list) but the account does not appear on the list of accounts in Bank Feeds Center. Return to Chart of Accounts, edit the bank account, and Online Services for the account are deactivated. Go to the Bank Feed Settings tab, click the button to enable, get a message "You must enter a value for all of the fields on the Online Services tab." Where is the Online Services tab??? On the Bank Feed Settings tab, the Account Customer ID field is empty. I enter the Customer ID provided by the bank (which is NOT the company tax ID) and a message appears saying the ID must be in the form of a Tax ID. Enter the company Tax ID, and back to the "You must enter ..." message. When I finally give up in frustration, click the "Deactivate..." radio button, and then "Save & Close", QB CRASHES - nothing but an intervening pop-up asking whether to send the report. I have allowed that once, with no response from QB.
One additional observation, which SHOULD be irrelevant but...
When this fiasco started, against my better judgement I allowed QB to update itself. When I attempted to open the company file after the update, I was prompted to create an online account. I did not do so (I selected the delay 7 days option). I have no interest in an online account - that is why I have desktop software running on a local machine which can be easily isolated when doing anything that does not require internet access (such as getting bank transactions).
That said, what else can I try?
I appreciate the steps you've performed, CaymanBeach.
Let's try another troubleshooting step to get you back to work. Ensure to create a backup of your company file before proceeding with the process.
Try suppressing your QuickBooks Desktop. I'll walk you through how:
If the problem continues, please check the Unrecoverable Error: General Troubleshooting Steps for additional solutions to get this resolved.
However, if the problem persists, I'd recommend reaching out to our Phone Support team. An agent will do a screen share with you to investigate this further. Here's how:
Please keep me posted on how the steps work. I'll be right here if you have follow up questions.
@CaymanBeach wrote:That said, what else can I try?
Which Windows OS do you run? How big is your file size?
Thanks for reading about the issue.
OS is Windows 10 Pro on recent 64-bit hardware.
File is ~83.7MB.
I just completed the steps suggested by GlinnetteC which did not help. QB crashed again when I attempted to Save and Close after activating/deactivating feeds on Bank Settings tab when editing the account.
Error code is 18996 39470, which I allowed sending to QB.
Aggravating and frustrating are the printable adjectives for this situation.
Jack
Thanks for more details, @CaymanBeach.
I'll lend a hand so you can get rid of the error.
To start, let's open a sample company file to determine if the problem lies in the file or the QuickBooks Desktop (QBDT) program itself. Here's how:
If you don't encounter the same thing when opening the sample file, it's either your company file the folder where the file is saved is damaged. To verify if it's the cause, let's copy the file to a different location.
If the same thing happens, you can proceed in performing Solution 4 in this article: Unrecoverable Error: General Troubleshooting Steps.
However, if the issue persists, I'd recommend reaching out to our Technical support team to further investigate the root cause of the issue. They can also provide different ways on how you can resolve it.
You'll also want to browse our QuickBooks Help page in case you need handy guides in performing your QBDT tasks.
I'm still ready to help you in case you have any other queries about bank feeds. I'll keep an eye out for your reply. Take care always.
Thank you for your suggestion.
However, perhaps I have not been clear. There is no direct problem opening the company file, and once opened, all other accounts with direct connections (banks, major credit cards) function as expected.
The problem is associated with ONE account in the company file - a bank account that, while visible in Chart of Accounts (including the icon indicating that it is properly connected to the bank), in fact is not connected and as a consequence does not appear in the list of accounts available for downloading transactions in the Bank Feeds Center. The register view associated with the account appears to be fine, other than missing the latest transactions.
The crash I mentioned occurs not when closing the company file, but when the "Save & Close" button is clicked on the Bank Feed Settings tab when editing the specific account and attempting to activate online services.
I believe that there is an internal issue with bank connection (Online Services) attributes of that particular account - the question is, how can those attributes be repaired. I have noted in other posts the steps I have taken, to no avail.
Jack
Over the last week I have tried suggestions from various sources, all to no avail. Most recently (today, 3/17) I ran the QB File Doctor again, only to be trapped in a continuous loop of File Doctor wanting to install a newer version, supposedly installing the newer version (trying both the Modify option and the Repair option), but then being presented with yet another popup stating that a newer version was available. I eventually got out of that trap by choosing uninstall, and then reinstalling the File Doctor.
How can anyone have any confidence that any software produced by Intuit comes close to doing what it is supposed to do???
Since your UsernName indicates you are an Intuit employee, I respectfully request that the following two Error Codes, which at separate times have been displayed when QB crashes, be directly passed to the developers to reference in the source code to try to determine why the "simple" task of changing the Identifier/PIN for a bank connection cannot be performed (more to the point, I believe, the numbers might help identify why the state of the account is wrong - chart of accounts says it is connected, Bank Feeds Center says it is not.
The Error Codes are 18996 39740 (the first, and only until today, when 01436 07907 appeared, after I ran Microsoft Scannow.
Regarding suggestions to "Contact Telephone Support" - that is the first thing I did after I first spent over an hour attempting to resolve the problem (with my bank's QB technical support person - who was helpful and confirmed that the account was connected at the bank). However, such was not the case with QB. I was on the phone for well over an hour, was asked administrative questions which I could barely understand (female non-native English speaker, speaking rapidly), only to eventually be told I could not receive support because I did not have a subscription.
I believe I am due support, per the desktop license agreement still in force, and I am willing to work with QB to resolve this issue. But I am not willing to bear the brunt of incompetence and/or ignorance on the part of persons purporting to offer front-line phone support. This issue has direct impact on my company finances, and perhaps more importantly, tax reporting.
Regards,
Jack
I have the same issue, but for 3 bank accounts. I've spent hours trying to get it resolved to no avail. It began after an update last fall.
This exact same thing is happening to me and QuickBooks cannot help Newark in QuickBooks second level support help I have called CHase and they cannot help I don’t know what to do did you find a solution can you help me
Are you using QB Desktop or QB Online?
I believe the original post was Desktop. That's what I was referring to in my response.
Jack,
I hope you've found a solution by now, but on the chance you haven't, I'll share my experience.
I was experiencing the same issues as I mentioned above and had been through all the troubleshooting and fixes that had been suggested with absolutely no luck and the answer always coming down to "it's an issue with your bank". After unnumbered wasted hours with online "help", dropped phone calls, and unreturned phone calls with Intuit, I tried the new account set up fix a second time and it worked. These are the steps I used as best I can remember:
1. Select the Lists menu and select Chart of Accounts
2. Right-click and select New
3. Select Bank and click Continue
4. Enter the Account Name with a slight variation from the original account name (I added an x at the end), enter the same bank account number and routing number as the original account, and click Save & Close
5. Click No to Set up Online Services
6. Right-click the original bank account and click Edit Account
7. Change the account name to match the new bank account you just created
8. Click Yes on the message to merge the account
9. Select the Lists menu and select Chart of Accounts
10. Right-click the new account and click Edit account
11. Change the account name back to the original name
12. Continue to Set Up Online Banking
I've only used QBs Desktop a couple of years so I'm far from an expert, but I got lucky and this worked for me. I've been able to reestablish all of the 3 lost bank feeds.
Sarah
Desktop
Guillaryj - just curious if you tried it?
Got it!! Thank you
Good to hear from you again, @Guilloryj,
You're most welcome. I'm glad my colleague was able to provide you a solution.
Please know that you're always welcome to post here in Community. Wishing you and your business continued success.
I realize this thread is over 2 months old, but I have a suggestion. Instead of using Quickbooks to reach out online to retrieve the bank data, get it yourself. Most banks allow for transactions to be downloaded within whatever dates you specify in several different file formats. (CSV, Quicken, Quickbooks, Excel, etc.) Obviously you want Quickbooks. Sign into your bank's web portal, view your account details and figure out how to do such a download. Quarterly is a good date range. Save it someplace where you can easily find it. Now, with your company file OPEN, locate the downloaded *.qbo file and double click it. Quickbooks should either find the account you wish to update or it will prompt you to select one. Worst case, you will have to create a new account. I had something similar happen to Quicken a while back and this was my workaround. Works for both as long as your product isn't sunsetted.
Now if anyone knows if the bank feed still works after sunset for transactions already read into Quickbooks but not yet matched, I'm all ears. I have QB2019 and sunset occurs at midnight tonight.
I have the exact same issue after my update...bottomline is that they want you to switch to a subscription program. For my situation, at least the bank account that is in the accounts list with the lightning bolt as you describe still exists in the bank register. I reconnected the one account and made it a subaccount of the problem account so that the data shows up in the register, even though the register and balance for the newly created account does not jive so i just ignore it for now. today is the day i may give in and buy the new program because this is a monumental waste of time. As poor as QB is and all the work arounds we users have to do, the other programs appear to be even less user friendly
There was a problem with them 2 or 3 months ago and they appear to work manually again, but it doesn't appear to recognize previously downloaded data now and so you have to manually ignore or delete double entries
I have the same exact issue with one bank account and have spent hours trying to fix it with all the recommended things suggested above as well. When i spoke to support their main focus was to upsell me, with the obvious fix to pay Intuit more money and upgrade to the program they want you to buy....However, the account that doesn't connect anymore i reconnected with a new account name and made it a subaccount of the "problem account" and all the transactions show up in the bank register, so it is an OK workaround for now. Today I may pony up and buy the new program i don't want because every few weeks it is some other issue that kills half a day of time and fills it with frustration. The alternative programs appear to be even worse than QB, so I will continue suffering with this one...
Hi, I have exactly the same problem. Tried everything possible. Did you ever resolve this issue?
have exactly the same problem, did you ever resolve yours?
Thank you
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