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lindak1119
Level 7
October 16, 2018
Question

I am having issues connecting my TD bank accounts to one of my companies.

  • October 16, 2018
  • 19 replies
  • 1 view

I have not been able to connect to online banking with TD bank. Please let me know how I can resolve this. Thank you!

19 replies

Show previous replies
JaneD
JaneD
Level 6
October 16, 2018
Hi @dani,

Are you getting any error codes when connecting your TD bank account with QBO?

Just leave a comment below to add more details and I'll get back to you.
L
lindak1119Author
Level 7
October 16, 2018
Error code 5000
JaneD
JaneD
Level 6
October 16, 2018
Thanks for the response, @dani.

I was able to check the error code 5000 for the TD bank and this issue has already been resolved. Let's try some basic troubleshooting steps to isolate the issue.

You can follow the steps through this link: <a rel="nofollow" target="_blank" href="https://community.intuit.com/articles/1145508">https://community.intuit.com/articles/1145508</a>.

I hope that fixes the issue you have right now. If not, just let me know, I'd be happy to get back here to assist you further. I'll wait for your response.
L
lindak1119Author
Level 7
October 16, 2018
I was able to fix the issue by doing this: Click +Add new bank account. Sign in with the same credentials. In my case, my bank account showed up twice. Not sure if it's because I had changed the name on my original connection to a vanity name or if it would have done so regardless. In any case, I clicked next and it asked if my original account should point to the account I just signed in as. I did so and the connection is now good again and I see all my transactions from when this business first started.
JaneD
JaneD
Level 6
October 16, 2018
Hi @dani,

Glad to know you've found a resolution to resolve the error. Thanks for sharing the outcome with the Community. This will help other users from getting this issue.

If you encounter any bank errors, you can check out this article that'll help you resolve the error code: <a rel="nofollow" target="_blank" href="https://community.intuit.com/articles/1394988">https://community.intuit.com/articles/1394988</a>.

Don't hesitate to reach out to us if you have any other concerns. We’re here to help as much as we can.
L
lindak1119Author
Level 7
October 16, 2018
I was having trouble syncing to my TD Account so I added the account again but now I have 2 TD accounts showing up in my QB even though it is the same account. Is there a way to combine the accounts?
JaneD
JaneD
Level 6
October 16, 2018

Good day, mrlevonsizemore. 

I appreciate you sending in the screenshot. I want to make sure this gets sorted out so you can connect your bank account with QuickBooks Online (QBO).

Our engineers are currently investigating this and are diligently working to get it fixed. While they are still working on this, you can bring transactions into QBO if your bank offers a valid WebConnect download file.

For now, I'd suggest contacting one of our phone agents so that they can add you to a notification list.

You can reach them through this link: https://community.intuit.com/articles/1145770.

This keeps you updated on the status of the issue.

Thanks for your understanding and patience while we look into this. I'm only a couple of clicks away if you need anything else. Have a great day.

A
Anonymous
October 31, 2018

same issue with TD. Some accounts sync, others don't. They say they do but do not bring in transactions. Would like a rebate on my fee

@JaneD wrote:

Good day, mrlevonsizemore. 

I appreciate you sending in the screenshot. I want to make sure this gets sorted out so you can connect your bank account with QuickBooks Online (QBO).

Our engineers are currently investigating this and are diligently working to get it fixed. While they are still working on this, you can bring transactions into QBO if your bank offers a valid WebConnect download file.

For now, I'd suggest contacting one of our phone agents so that they can add you to a notification list.

You can reach them through this link: https://community.intuit.com/articles/1145770.

This keeps you updated on the status of the issue.

Thanks for your understanding and patience while we look into this. I'm only a couple of clicks away if you need anything else. Have a great day.

@JaneD wrote:

Good day, mrlevonsizemore. 

I appreciate you sending in the screenshot. I want to make sure this gets sorted out so you can connect your bank account with QuickBooks Online (QBO).

Our engineers are currently investigating this and are diligently working to get it fixed. While they are still working on this, you can bring transactions into QBO if your bank offers a valid WebConnect download file.

For now, I'd suggest contacting one of our phone agents so that they can add you to a notification list.

You can reach them through this link: https://community.intuit.com/articles/1145770.

This keeps you updated on the status of the issue.

Thanks for your understanding and patience while we look into this. I'm only a couple of clicks away if you need anything else. Have a great day.

 

B
BanjoBroad
March 1, 2019

If you are changing from the old TD Online to the new TD Online for a business account, here’s a workaround that will get you up and running! Don’t waste 30 minutes talking to someone at Quickbooks, they will tell you that they would “LOVE” to help you, but that they don’t have a solution.

 

This is a combination of work arounds...

 

FIRST- MAKE A SECURE BACKUP OF YOUR QUICKBOOKS FILE!!!!!

 

THEN... If you’ve tried to setup the new bank feed a few times, you may need to clear out the instances of Quickbooks connection requests in your TD online account. It seems to allow only three attempts. If this is the case, open TD, go to Account Options / Account Services / Manage Financial Tool Access, then click on the trashcan icon next to the QB access requets and delete them

 

NEXT... Check to see that in QB you have no pending online payments. If you do, reset each one of them so that it is just set up as a check to be printed later. Also, go to your Bank Feeds and clear out anything that’s been downloaded and waiting to be added, compared, or whatever.

NOW, you can go ahead and get this connection issue sorted out.

 

Open Quickbooks

 

To begin with, lets say that the file you have your banking data in is “TD BANK OLD”

In the Chart of Accounts, Add a New Bank Account with a name like “TD BANK NEW”
QB will ask if you want to setup the bank feed for this account, select Yes.

 

When you put in your TD login credentials it will fail.

 

Open a browser window. Login to TD Bank, go to Account Options / Account Services / Manage Financial Tool Access. You should see a Pending request to setup a connection to Quickbooks - click on Yes.

 

Return to Quickbooks, click the Back button on the account setup page where you just failed to achieve access, then Continue, then Connect. It should now connect.

 

Now you have a new account that has the online connection, but nothing in it!

 

Close out of Quickbooks, just for good measure. Look in your file directory where you have your Quickbooks file and just for good measure, delete the .TLG, .ND and .qbw files related to your company file. Reopen Quickbooks.

 

Open Company / Chart of Accounts / right click on “TD BANK OLD” (or whatever your account is named), Click edit Account, go to the Online banking tab and select “Deactivate”. Oh, and before you do this, make sure you have no pending online payments.

 

Once the bank account is deactivated, Close out of Quickbooks, just for good measure. Look in your file directory where you have your Quickbooks file and just for good measure, delete the .TLG, .ND and .qbw files related to your company file. Reopen Quickbooks.

Open Chart of Accounts

 

Check that online banking for “TD BANK OLD” (or whatever your account is named) is deactivated

 

Check that online banking for “TD BANK NEW” (or whatever your account is named) is activated
Rename “TD BANK OLD” to “TD BANK NEW”. Quickbooks will ask if you want to merge the two accounts, select YES.

 

Close out of Quickbooks, just for good measure, then reopen.

 

Open the Chart of Accounts you should no longer have the “OLD” account, although its data is now in the “NEW” account. Select the “TD BANK NEW” account, right click and then select Edit Account. In the Online services tab see that the “Activated” selection is marked, then check the “Online Bill Payments” box if you want to enable this feature.

    S
    spineman
    March 5, 2019

    Got mine to work by moving to BB&T.  So tired of TD Bank IT support.

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