cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Frequent Explorer *

Connecting bank account

I can connect with my bank just fine, but I never receive any transactions, but on the Dashboard, I can see the dollar amount that the bank has and my QuickBooks amount; total....With no transactions any where.  Any ideas?  Maybe I misunderstood and the transactions I thought would come in would be the individual transactions that show online at my bank's website; like downloading the transactions from the bank.  I'm sure I'm not making sense.  Any help will be greatly appreciated...... 

Solved
Best answer 12-05-2018

Accepted Solutions
Established Community Backer ***

Re: Connecting bank account

On the dashboard, when it says "needs attention" that is how you know something is wrong with the bank feed connection. The screenshot you provided indicates that you need to answer some security questions in order to restore your  QBO bank connection. The connection has not been down for very long if the last transaction under "In QuickBooks" is dated 12/1/18. Follow the steps to complete your secure connection "only" after you have logged into your bank account via their website, it helps to do this "before" you follow the steps to "fix" the QBO bank connection, stay logged into your banks website while restoring your QBO bank connection. The way the bank feed works is that transactions pull into your bank feed within 2-3 business days for you to categorize, match (when applicable) and add to the register. The matching part happens when you have received payments against invoices that match deposits that come through your bank feed, or when you create sales receipts that match deposits that come through your bank feed, or when you pay vendor bills or add vendor expenses that come through your bank feed.

10 Comments
Established Community Backer ***

Re: Connecting bank account

Are you getting an error of some kind when you click the "Update" button for the bank feed of your connected bank account with no visible transactions?

Frequent Explorer *

Re: Connecting bank account

No error codes.  Just know transactions.  I've attached a screenshot.

Established Community Backer ***

Re: Connecting bank account

Thanks for the screenshot. When you click on the "In QuickBooks" tab, what is the date of the last transaction posted there? Also, are there any "Excluded" transactions? Lastly, go-to the register for this account, what is the date that the last transaction posted to the register? The answers to these questions will give you your next steps.

QuickBooks Team

Re: Connecting bank account

Hello there, @im4gltr.

 

I appreciate the screenshot added and for bringing this concern to our attention. I can help pull up your online banking transactions into QuickBooks Banking page.

 

Currently, we haven't received any reports similar with QuickBooks unable to download transactions from Towne Bank. However, I have some troubleshooting steps that should work for you.

 

You can try to run a manual update on your bank account. This way, it will refresh and sync up the connection with your bank institution.


Here's how:

  1. In the left navigation bar, go to the Banking tab.
  2. Check the box for the account you're trying to update.
  3. Click the Update button.

In case you still encounter the same error, try steps 2-5 listed in this article: https://community.intuit.com/articles/1145508.

 

If the issue persists, you can download the transactions from your bank's website and import them into QuickBooks Online using our WebConnect file. Please click on the following article for the detailed steps: Upload more than 90 days of bank transaction.

 

This should provide you information about Towne Bank connection with QuickBooks. Let me know how things go and if there's anything else you need from me. I'm always here to help in any way I can. Have a great rest of your day!

Frequent Explorer *

Re: Connecting bank account

There are no transactions listed there; either place; that's if I clicked on the correct tabs.  I clicked on the Dashboard section that has the data and the needs attention.  I then checked every tab that comes up; In Quickbooks-no transactions shown, Excluded-no transactions shown and the last transaction date in the register is 12/01/2018.  I've attached screen shots, but here's the weird part.  I connected one more time just to be sure and I got 2 transactions under the review tab??????  What does that mean?  I must not understand this process.  I thought all of the bank transactions are supposed to come through this connect process and I was supposed to match them to my register---not true?  THANKS SO MUCH FOR YOUR HELP!

 

Can I attach only one file?

Moderator

Re: Connecting bank account

I'd like to catch up and join the conversation, im4gltr.

 

The bank transactions you should be seeing in the Banking page (under the For Review tab) are the information that your bank's website shares with us.

 

If we're unable to download any transactions after doing the manual update, there's a possibility that your bank is having a website maintenance or they added some security functions that you need to confirm.

 

I'd recommend reaching out to your bank to see why we're unable to download bank transactions. Then, you can update the Banking page manually again.

  1. In the Banking page, click the Update button.
  2. Enter the Multi-Factor Authentication (MFA) credentials.
  3. Continue the manual update.

If the same thing happens, you can use a valid WebConnect file to import your bank transactions. You can use this as an alternative if your bank offers the said file. You can refer to this article for more information: How to Upload More Than 90 Days of Bank Transactions.

 

Moreover, you can reach out to our QuickBooks Customer Care Team. They'll be able to pull up your account and further investigate this issue. 

 

We're always here to help you out if you have other concerns.

Established Community Backer ***

Re: Connecting bank account

On the dashboard, when it says "needs attention" that is how you know something is wrong with the bank feed connection. The screenshot you provided indicates that you need to answer some security questions in order to restore your  QBO bank connection. The connection has not been down for very long if the last transaction under "In QuickBooks" is dated 12/1/18. Follow the steps to complete your secure connection "only" after you have logged into your bank account via their website, it helps to do this "before" you follow the steps to "fix" the QBO bank connection, stay logged into your banks website while restoring your QBO bank connection. The way the bank feed works is that transactions pull into your bank feed within 2-3 business days for you to categorize, match (when applicable) and add to the register. The matching part happens when you have received payments against invoices that match deposits that come through your bank feed, or when you create sales receipts that match deposits that come through your bank feed, or when you pay vendor bills or add vendor expenses that come through your bank feed.

Frequent Explorer *

Re: Connecting bank account

Got it!  Thanks.................

Established Member

Re: Connecting bank account

My client has sent me the accountant invite and I've accepted into QBO Plus.  The bank accounts are linked and he's been able to download transactions.  I am unable to access the reconcile screen without connecting accounts.  He's already linked the accounts, why would I have to go through that as well?

 

 

Moderator

Re: Connecting bank account

Thanks for joining this thread, KK63.

 

I'm here to help reconcile your client's bank account.

 

You should be able to reconcile the bank account without reconnecting it. Have you tried the other ways of reconciling an account? If not, please follow the steps I've laid out below and see if you can successfully do the process.

 

On the bank register:

  1. Choose Accounting on the left pane.
  2. Locate the bank account and click View register under Action.
  3. Click Reconcile.

image.png image.png

 

On the Gear menu:

  1. Click the Gear icon at the top.
  2. Choose Reconcile.

If it's doing the same thing or an error shows while following the steps, let's try using the browser's incognito. This feature doesn't use the existing cache files, which makes it a good place to test if there's an issue with the browser.

 

Here's how:

  • Press the Ctrl Shift N (Google Chrome) keys on your keyboard.
  • Press the Ctrl Shift P (Firefox or Internet Explorer) keys on your keyboard.
  • Press Control Option (Safari) keys on your keyboard.

Alternatively, use a different browser (Google Chrome, Internet Explorer, Firefox or Safari).

 

That information should get you on the right track. Let me know the results after trying the steps above. I'm always here to provide any additional assistance if you need anything else. Have a good one.