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Level 1

Has anyone figured out how to connect to BMO Harris Bank with QBO after their migration to Digital Banking?

 
28 Comments
QuickBooks Team

Re: Has anyone figured out how to connect to BMO Harris Bank with QBO after their migration to Di...

Our online banking team is currently working on the bank connection between BMO Harris Bank and QBO, iibamadisonchapt. 

 

You can reach out to our phone support team to include your company to the notification list. That way, you can receive updates through email. 

 

If you have other concerns, just comment below or post again. 

Level 1

Re: Has anyone figured out how to connect to BMO Harris Bank with QBO after their migration to Di...

Keep me posted when this is resolved.  It's been a week now that I cannot process transactions through their new BMO Digital Banking.

QuickBooks Team

Re: Has anyone figured out how to connect to BMO Harris Bank with QBO after their migration to Di...

You've got it, iibamadisonchapt.

 

Your time is valuable to me and I want to get you back to business. Rest assured, on behalf of my colleague @Catherine_B, I'll personally monitor our progress with this issue. Once it's resolved, I'll get back to you right away and deliver the good news.

 

Thank you for bearing with us while we work through this. Please reach out to me if there's anything else I can help you with in the meantime. Have a good one.

Level 1

Re: Has anyone figured out how to connect to BMO Harris Bank with QBO after their migration to Di...

I'm into week two without access.  Is there an ETA on this?  We're into week two without resolve.

QuickBooks Team

Re: Has anyone figured out how to connect to BMO Harris Bank with QBO after their migration to Di...

Hi there, @iibamadisonchapt.

 

Allow me to join the thread and help share additional information about the connection between BMO Harris Bank and QuickBooks Online (QBO).

 

As of now, our online banking team is still currently working with your bank to fix the issue. As soon as we receive updates from them, I'll automatically update this thread.

 

If you've contacted our Support Team, you'll also receive an email notification for the latest updates. For the support's contact information:

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose QuickBooks Online.
  3. On the Contact Us page, click a topic.
  4. Click on the Get Phone Number button to see the support number.

Thank you for your patience. Keep posted if you have any other banking concerns, I'm always here to help!

Level 1

Re: Has anyone figured out how to connect to BMO Harris Bank with QBO after their migration to Di...

This is an issue for me also.  Not sure who to blame - Quickbooks or BMO Harris?  Pissed that BMO had a perfectly working website for the last 7-10 years - but they decide to blow it up?  Now my business can't even download transactions into QB.  I will give it another 3-4 days - and if this doesn't get fixed, I'll move all our personal and business accounts out of BMO Harris.

QuickBooks Team

Re: Has anyone figured out how to connect to BMO Harris Bank with QBO after their migration to Di...

Thanks for reaching out to us here in the Community, Magnum44.


Allow me to jump in for a moment and share some information about the issue you’re experiencing with BMO Harris.


As mentioned by my colleagues, our product engineers are currently investigating the root cause of this issue and implementing a permanent fix. While we don't have any workarounds available,  I recommend you get in touch with our QBO Customer Care Team.


They can add your company to the list of affected users. Rest assured, we will send you a notification once it is resolved.

 

I’ll also inform you by updating the thread.

 

If there's anything else I can help you find in QBO, reach out to me by posting a acomment below. I'm always ready to help. Have a good one.

 

Level 1

Re: Has anyone figured out how to connect to BMO Harris Bank with QBO after their migration to Di...

Still waiting for a QBO/Harris Bank connection..

Anonymous
Not applicable

Re: Has anyone figured out how to connect to BMO Harris Bank with QBO after their migration to Di...

Hello there, @kmcgoverness.

 

Let me help share the latest update in connecting Harris Bank with QBO.

 

I've already checked the investigation and this issue has already been tagged as resolved. Let's try doing the manual update to refresh your account:

 

  1. From the left menu, select Banking.
  2. On the Banking page, select Update. QuickBooks Online updates all of your connected bank and credit card accounts. If you only want to update some accounts, select the unwanted ones to exclude them from the update and select Update now.
  3. If prompted, enter your Multi-Factor Authentication (MFA) credentials and select Continue update.

If you still can't connect with your bank after the manual update, I'd suggest reaching to our Online Care Team for a scheduled callback.

 

Here's how:

 

  1. Go to Help and click Contact us.
  2. Type in phone support and click Continue.
  3. Select the Get a callback tab and fill in the requested details.
  4. Click the Call me tab.

 

 

 

Please let me know how it goes. I'll be here to help if you have additional questions about your bank connection.

Level 1

Re: Has anyone figured out how to connect to BMO Harris Bank with QBO after their migration to Di...

This issue has not been solved.  

 

QuickBooks Team

Re: Has anyone figured out how to connect to BMO Harris Bank with QBO after their migration to Di...

Hi there, @kmcgoverness.

 

Thank you for getting back to us and providing the results.

 

I've checked my resources, and this investigation is already resolved (the same as what LilyC mentioned). If you've already tried manually updating your bank and are still unable to connect your BMO Harris Bank with QBO, I suggest providing your contact details for a callback.

 

You can use the steps and screenshots my colleague provided to give your phone number, name, and email address. You can scroll up a little to view it.

 

Let me know if there's anything else you need. I'm still here to help you more. 

Level 1

Re: Has anyone figured out how to connect to BMO Harris Bank with QBO after their migration to Di...

I was on the phone with your team last week and again yesterday...the issue is still outstanding.  HarrisBank rolled to a new website and it does not show up in the list of connections for QBO.

Moderator

Re: Has anyone figured out how to connect to BMO Harris Bank with QBO after their migration to Di...

Hi @kmcgoverness,

 

You have the option to send a bank integration request. I'll be glad to assist you with this.

  1. Go to the Banking page.
  2. Select Add account.
  3. Enter Harris Bank on the Search box.
  4. Scroll down and then click Show more.
  5. Choose the Still can't find your bank? option.
  6. Type in Harris Bank on the name field and enter the new website.
  7. Click Request.

Once done, you'll be able to send a request for Harris bank's integrated connection with QuickBooks. 

 

Here's an article you can read to learn more about your bank's connection: How to Identify the Correct Bank?

 

If there's anything else I can help you find in QBO, reach out to me by posting a comment below. I'm always ready to help.

Level 1

Re: Has anyone figured out how to connect to BMO Harris Bank with QBO after their migration to Di...

This is not helpful and from my perspective, unresolved. For those of you using QBO Quick Books Online (not a local copy), I gave up.   I am continuing to use the old Bank Name and URL:  BMO Harris Bank N.A. - Retail, SB with a URL of www3.harrisbank.com  I suspect this will work until BMO pulls the server.  From what I understand (or think), they switched servers and no one at the bank can give me a strait answer on what the bank name should be - I've been given different names that none of which are on the QBO options to 'Add a Bank'.  I still don't believe they pulled their documentation that is online and incorrect.  After 10 days of hanging on the phone with the bank, emailing without response, contacting QB, I resorted to Facebook.  This banker told me the bank communicated with QB the changes but QB uses a 3rd party to do their changes and they must not have completed them - again - don't really know what the bank name should be or the URL.  No support.  No answers.  Banking with the old bank name and URL continues to work.

 

 

QuickBooks Team

Re: Has anyone figured out how to connect to BMO Harris Bank with QBO after their migration to Di...

Greetings, iibamadisonchapt.

 

Thanks for getting back to us and sharing your insight regarding this matter. Allow me to chime in and provide additional clarification.

 

You've got it right. Once their transition to the new server has been completed, QuickBooks would automatically adjust and add their new URL to our Participating Financial Institute (FI) List. It's the list that you can see when you try to add a bank account to QuickBooks.

 

Until then, it's generally recommended to use the old connection in the meantime. It will be updated once the integration will be finalized and the old URL will be disabled on the FI List.

 

Let me know how else I can help you succeed with QuickBooks. I've got your back and am always happy to help.

Level 1

Re: Has anyone figured out how to connect to BMO Harris Bank with QBO after their migration to Di...

Does this URL www3.harrisbank.com still work for you?  It isn't working for me anymore.  I suppose the only option at this point is manual upload until something gets prioritized from Quickbooks side?

Anonymous
Not applicable

Re: Has anyone figured out how to connect to BMO Harris Bank with QBO after their migration to Di...

Great to see you here today, @kmcgoverness,

 

Thanks for joining our forum. I can add a bit more about connecting your BMO Harris Bank with QBO.

 

I've checked to see if there is an ongoing investigation with your financial institution but found none. When you say the bank URL does not work, did you receive any error codes or messages? If so, what is the exact issue are you getting? Any details you can provide will help us narrow things down.

 

In the meantime, let's try updating your bank in QuickBooks. Here's how:

  1. Click Banking from the navigation panel.
  2. On the Banking page, select the account you're updating.
  3. Hit the Update button.

If you're still getting the same problem, try resending the bank integration request. Follow these steps:

  1. Hit the Banking menu.
  2. Click the Add account button.
  3. Key in your bank name on the Search box.
  4. Click Show more.
  5. Select Still can't find your bank.
  6. Add your financial institution on the name field.
  7. Add the new website.
  8. Click Request.

If you still can't connect with your bank using the URL, try using a private or incognito browser. Here's how:

 

Google Chrome: press Ctrl Shift N  
Mozilla Firefox: press Ctrl Shift P
Internet Explorer: press Ctrl Shift P
Safari: press Command Shift N

 

That should help you fix the bank issue you're getting. Please update me how this goes. I want to make sure you get connected to your bank. Have a good one!

Level 1

Re: Has anyone figured out how to connect to BMO Harris Bank with QBO after their migration to Di...

What is going on me too?  BMO website only downloads to a CSV file which Quickbooks will not open!!

QuickBooks Team

Re: Has anyone figured out how to connect to BMO Harris Bank with QBO after their migration to Di...

Hello there, @BILLSLZ.

 

I'm here to help ensure you'll be able to download/upload adn open the CSV file successfully.

 

First, please make sure that file has the correct format when importing transactions in QuickBooks Online (QBO). In addition, please also ensure that the file doesn't break any of the following formatting restrictions:

 

  • Special characters are not allowed.
  • Zeros (0) are not allowed anywhere in the file.
  • Correct any transactions that display an amount in the Description column.
  • Remove the word amount if it appears in the name of the Credit or Debit column.
  • MAC  users must save the file as a Windows CSV file.
  • Correct and standardize the Date format to a single format (for example, dd/mm/yyyy).
  • Some banks provide the day of the week and include it in the Date column (for example, 20/11/2018 TUE in column A) which is not an acceptable format. To correct this, split the date and the day of the week in two separate columns.

To learn more and for the detailed instructions, you may check this article: How to import bank transactions using Excel CSV files.

 

However, if the format is correct and the issue persists, I recommend getting in touch with our Support Team to check and verify this further this for you. For the support's contact information, you may check it here: Contact the QuickBooks Online Customer Support team.

 

Please know that I'll be always here to help you if you have any other banking concerns, just add a comment below. Have a great day ahead!

Level 1

Re: Has anyone figured out how to connect to BMO Harris Bank with QBO after their migration to Di...

I am considering taking on a new client who banks with BMO. Is this now a manual download and then manipulate and upload process to QBO, or does QBO download directly? This will make a direct impact on my price quote to them! 

QuickBooks Team

Re: Has anyone figured out how to connect to BMO Harris Bank with QBO after their migration to Di...

Hello WStevens,

 

The steps that @Angelyn_T posted was only a workaround if the automatic download is not working. You can find the most recent automatic update in the Banking section. Let me show you how you can find it.

  1. Click Banking, and then Banking at the top.
  2. Choose your bank account.
  3. Locate the summary panel for the account you want to check.
  4. Review the account balance and last update time displayed on the summary panel.

You can also perform a manual update by clicking the Update button to add any transactions that have cleared since the last automatic download.

 

Feel free to read this article for details: How to use automatic and manual online banking updates.

 

This article is also a good future reference: What to do if bank transactions won’t download.

 

The Community is always here to help if you have additional questions. Don't hesitate to reach out.

 

banking.JPG

Level 1

Re: Has anyone figured out how to connect to BMO Harris Bank with QBO after their migration to Di...

While I understand that the article was posted in case the download wasn't working, it sounds like the automatic download is NOT working and that the issue has not been resolved and has remained a problem from early January through now.

 

I know how to do the manual manipulation for other banks and I do not care to do that. If this is the case for BMO, I need to know so I can price my new client appropriately. Is the automatic download working, or not?

Moderator

Re: Has anyone figured out how to connect to BMO Harris Bank with QBO after their migration to Di...

Hello WStevens,

 

Thank you for posting here in the Community. Allow me to help provide additional information about connecting your bank in QuickBooks Online.

 

Yes, the automatic download for the transactions is currently working for the BMO Harris Bank.  All banks that you can connect will show on the list of results when using the search field on the Bank Feeds section.

 

Please see the sample screenshot below:

 

The data importing into the system will depend on the information from your bank's website. If you're getting any errors or unusual behavior while performing the process, please let me know.

 

This way, I'll be able to check on the system if there any reported issues from other users specific to what you experience. In case you need to reach out to one of our Support Specialists, you can also follow the steps I recommend down below:

 

  1. Log into your QuickBooks account.
  2. Click the Help option in the upper-right corner.
  3. Click the Contact Us hyperlink.

Let me know if you have additional questions or concerns about connecting the bank. The Community will be around to assist you.

Level 1

Re: Has anyone figured out how to connect to BMO Harris Bank with QBO after their migration to Di...

QBO does not download directly with BMO Harris.  BMO Harris altered their login process to improve security for their customers and QBO can't work with the protocol.  My understanding is there is no future likelihood that we will be able to see automatic updates any time soon.  I have gone back to manual imports. 

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