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Level 1

Has anyone had problems with downloading transactions from Bank of America into Quickbooks Online?

 
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QuickBooks Team

Has anyone had problems with downloading transactions from Bank of America into Quickbooks Online?

Hello carolyn4,

 

We currently have an on-going issue where Bank of America transactions don't download automatically in QuickBooks Online.

 

But I've got a workaround for you. Let's manually update your Bank of America transactions.

 

Here's how:
    1. On the left panel, click Banking.
    2. At the upper right side of the page, click Update.
    3. Wait until the update is done.

 

Also, I suggest contacting our QuickBooks Customer Care so they can add your account to the list of affected users. This way, you'll receive an email regarding the issue once updates become available.

 

Feel free to read this article for your future reference: How to Manually Update Bank Accounts

 

Please let me know below if you have any other questions.

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Level 1

Has anyone had problems with downloading transactions from Bank of America into Quickbooks Online?

I have manually updated the account and the transactions are not loading. Do you have a timeline as to when this will be fixed?

 

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Moderator

Has anyone had problems with downloading transactions from Bank of America into Quickbooks Online?

Hi, rjr516.

Thanks for getting back to us and letting us know you tried out the steps that my peer Mark_R previously sent. I'd be glad to help point you in the right direction.

 

Since the troubleshooting steps above didn't work, I'd recommend contacting our QuickBooks Online Support so they can review your account. Agents have the necessary tools, like screen-sharing to get you back up and running.

 

Our contact details can be found here along with our opening hours:

 

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

You may find this article helpful: Bank Feeds Direct Connect FAQ.

 

I wish you continued success with your business. Please let me know if you have any other questions.
 

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Level 1

Has anyone had problems with downloading transactions from Bank of America into Quickbooks Online?

I am experiencing the same problem.  I called on 21 Feb and they are still working whatever the issue may be.  Seriously considering switching to another product, as they do not seem to care enough to either fix the problem or communicate what is happening.  

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Moderator

Has anyone had problems with downloading transactions from Bank of America into Quickbooks Online?

We definitely don't want to leave you feeling this way, @gabbertj.

 

Our Product Development Team is currently working with the Bank of America engineers to resolve the ongoing issues. Since you've contacted our Support Team already, they should have added you to the list of affected users, which will enable you to receive updates as the resolution gets closer. These updates will come straight from our Development Team and will have pertinent information regarding the status of the ticket.

 

If you'd like me to check for the latest update, let me know what specific issue you're having and I can provide you with the latest information available on the progress. Just hit the Reply button below and I'll be here for you. Have a great week!

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Level 1

Has anyone had problems with downloading transactions from Bank of America into Quickbooks Online?

Hi,

 

Has this issue been resolved? My accounts have not updated for 14 days and I am unable to connect a new account.

Highlighted
QuickBooks Team

Has anyone had problems with downloading transactions from Bank of America into Quickbooks Online?

Hi there, @Selmarie.

 

At this time, our product engineers are still coordinating with the Bank of America. Rest assured that they're diligently working for a fix on this issue.

 

To ensure you'll get an update about the status, I recommend contacting our Phone Support Team. This way, they can add your company to the list of affected users and provide this investigation number for easy tracking: INV-39183.

 

To reach them, click the ? Help button, then select Contact Us to talk with a live agent.

 

Also, did you receive an error message when connecting your new bank account? And what bank are you trying to connect? Any additional information would be greatly appreciated.

 

Just in case you want to categorize your downloaded transactions, feel free to check out this article for more guidance: Assign, categorize, edit, and add your downloaded banking transactions.

 

Thank you for your patience while we're working on this. If you have any other questions, feel free to comment below. Have a great day.

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Level 1

Has anyone had problems with downloading transactions from Bank of America into Quickbooks Online?

Hi @Mark_R 

 

The account I am trying to connect is another Bank of America account. When the connection issues started I disconnected the account to reconnect it as that has solved downloading issues in the past. However, the account doesn't want to reconnect again.

 

Error message:

Something unexpected happened and we can’t connect to Bank of America.
Try again in a few hours. (590)

 

Thanks!

Highlighted
Moderator

Has anyone had problems with downloading transactions from Bank of America into Quickbooks Online?

Hello again, Selmarie. Thanks for getting back and keeping us updated. 

 

Error 590 for Bank of America has already been raised to our banking engineer to understand why this unexpected behavior is happening. At this time, we don't have a specific time frame when this issue will be resolved. For the meantime, I suggest contacting our Customer Support team and provide investigation number 42974 so they can add you to the list of affected users. Once added, you'll receive an email notification once an update is available.

 

Here's how to reach them:

  1. Click the Help icon on the top right.
  2. Click Contact Us button at the bottom.
  3. Enter a short description about your concern.
  4. Click on Let's talk.
  5. Choose the method on how you'd be connected to support.

Additionally, I want you to get the most out of QuickBooks for your business. You can check some articles that are designed to help you get acclimated with the software. They can be accessed at the following link: QuickBooks Tutorials.

 

Let me know if you need additional help. I'm always here to provide further assistance with anything QuickBooks related. Have a great day!

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Level 1

Has anyone had problems with downloading transactions from Bank of America into Quickbooks Online?

I'm with you on that. I have been touching base about this once weekly for the past month (last time was yesterday), and each time I speak to a representative, they have no clue that this is even happening until they "look further". The response afterward is always the same - "we are working on it and will add you to the list". I have been added to the list 4 times apparently and am still waiting to be able to use this service. Meanwhile, my automatic monthly fee for the service was charged of course. This has been a rather frustrating process.  

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Level 1

Has anyone had problems with downloading transactions from Bank of America into Quickbooks Online?

I haven't been able to upload my transactions from my Bank of America credit card either, hopefully this gets resolved soon, I wonder if Quicken is having this same issue?

Highlighted
Moderator

Has anyone had problems with downloading transactions from Bank of America into Quickbooks Online?

Welcome to the thread, @jhutch31.

 

To ensure we're on the same page, I'd like to verify if you're Bank of America's credit card transactions are still not automatically downloading into your QuickBooks Online (QBO) account?

 

If yes, we can perform a manual refresh. Here’s what you’ll need to do:

  1. In the left menu, click Banking.
  2. Go to the Banking tab.
  3. Hit the Update button from the upper right hand.

If no, then you're referring to manually uploading bank transactions, please know that there are formats that need to be considered before importing transactions. You can consider checking below helpful articles for guidance:

As for the Quicken issue, can you please provide additional details? This is for me to provide the best resolution for you. 

 

If you have any other follow up questions, let me know by commenting below. I'm here for you. Have a great day!

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Level 2

Has anyone had problems with downloading transactions from Bank of America into Quickbooks Online?

I have been trying to upload Bank of America credit card transactions for three weeks.  I keep getting an error message saying that it is not a valid Quickbooks file, when it is.

 

I upload files from three different banks and Bank of America is the only one I am having a problem with?

After reading this thread this has been an issue for some time.  When is it going to be resolved???

 

 

 

Thank you

 

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QuickBooks Team

Has anyone had problems with downloading transactions from Bank of America into Quickbooks Online?

Allow me to chime in, @fpalmer.

 

I can assure you our Engineering Team is working diligently with Bank of America to get the connection fixed as quickly as they can. If you're attached to any tickets mentioned in this thread, you will receive email updates until they've got the problem resolved. There's currently not a designated time that this will be fixed. However, I suggest checking out the article @MirriamM mentioned to upload your transactions manually. This will allow you to continue reconciling your accounts until the connection is fixed.

 

Feel free to hit the reply button if you have any other questions or concerns. 

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Level 2

Has anyone had problems with downloading transactions from Bank of America into Quickbooks Online?

I was wondering if you are still diligently working on this issue with Bank of America as I still cannot upload any files?????

Highlighted
QuickBooks Team

Has anyone had problems with downloading transactions from Bank of America into Quickbooks Online?

Hello there, @fpalmer.

 

Currently, our product engineers are working with the Bank of America. Rest assured they are looking for a fix on this issue.

 

As a workaround, you can manually update your Bank of America transactions.

 

Here's how:

  1. Go to Banking.
  2. Select the Baking tab.
  3. At the upper right side of the page, click Update.

To learn more about fixing online banking issues, see this article: What to do if bank transactions won’t download or there's a bank error?

 

In case you'll want to categorize your bank transaction, refer to this article for future reference: Match and CategorizeBbank Transactions in QuickBooks Online.

 

Drop me a comment below if you have any other questions about this. I'll be happy to help you out. Have a great day ahead. 

 

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Level 1

Has anyone had problems with downloading transactions from Bank of America into Quickbooks Online?

We are having issues too!  I cannot get transactions to upload for my business and my husband cannot for the 3 businesses he manages all are with Bank of America.  Very, very frustrating.

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QuickBooks Team

Has anyone had problems with downloading transactions from Bank of America into Quickbooks Online?

Thanks for letting me know about this, @BABraz.

 

At this time, the issue with uploading transactions from Bank of America is still on-going. Our product engineers are still coordinating with the Bank of America to get this fixed as soon as possible.

 

In the meantime, I suggest uploading your bank transactions manually in your QuickBooks Online (QBO). Let me guide you how.

 

First off, you must download the transactions from your bank's website in a file that QBO supports, like a CSV file. Once done, follow these steps to upload the file:

 

  1. On the left panel, click Banking.
  2. Click the drop-down arrow next to Update.
  3. Choose File Upload.
  4. Select the file, and click Browse.
  5. Click Next.
  6. Select the QuickBooks account, and click Next.
  7. Map the columns, and click Next.
  8. Select the transactions to import. and click Next.
  9. Click Let's go!.

Here's an article you can read for more details: Manually upload transactions into QuickBooks Online.

 

Also, to ensure you'll get an update about the resolution status, I recommend contacting our Phone Support Team. This way, they can add your company to the list of affected users and provide this investigation number for easy tracking: INV-44912.

 

To reach them, click the ? Help button and select Contact Us to talk with a live agent.

 

Just in case you want to categorize bank transactions, feel free to check out this article for more guidance: Assign, categorize, edit, and add your downloaded banking transactions.

 

Thank you for your patience while we work for a fix. Please touch base with me here for all of your QuickBooks needs, I'm always happy to help. Have a great day.

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Level 1

Has anyone had problems with downloading transactions from Bank of America into Quickbooks Online?

Thank you for your reply!  

 

Unfortunately, these steps are exactly what we have always taken to upload our transaction.  For the last month or so, we get this message when we try to download the transactions: The uploaded file isn't a valid Web Connect file.  

 

We have not changed anything on our end.  The problem is with Quickbooks/Bank of America.  Please let me know if there is another workaround or solution.

Highlighted
Moderator

Has anyone had problems with downloading transactions from Bank of America into Quickbooks Online?

Hello @BABraz,

 

Manually uploading your transactions is the only workaround available as of this time. You'll want to make sure the file of your downloaded transactions meets the following format:

  • Comma-Separated Values (CSV)
  • QuickBooks Online (QBO)
  • Quicken (QFX)
  • File size is 350 KB

With this format, you can easily upload your transactions and categorize them. But please know that you'll receive all available updates about this investigation through your email once added to the list of affected users.

 

Lastly, here's a few articles you can read for ideas in managing your bank account and transactions: Banking and Bank Feeds for QuickBooks Online.

 

If there's anything else that I can help you with, please let me know in the comments. Always around ready to help.

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Level 1

Has anyone had problems with downloading transactions from Bank of America into Quickbooks Online?

Thank you!  We completely understand the process to download.  We have been doing this for many years.  For the last month or so, nothing we try works.

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Level 1

Has anyone had problems with downloading transactions from Bank of America into Quickbooks Online?

We are having trouble manually adding downloaded QBO files for our credit cards. We are now two months behind reconciling since we have a lot of transactions and are trying to avoid adding a transaction at a time. 

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QuickBooks Team

Has anyone had problems with downloading transactions from Bank of America into Quickbooks Online?

Thanks for joining this thread, @brainforth.

 

I want to help you. But I highly recommend contacting our Customer Support team to help you ensure you can successfully add the transactions manually.

 

They have tools that can determine the root cause of the issue. Please check our support hours so you can contact us at the time convenient to you.

 

Here’s how:

  1. Go to the Help (?) menu.
  2. Click Contact Us.
  3. Enter your concern in the field and hit Let’s talk.
  4. Choose to Get a callback.

 

You can use this help article to get more information about Banking. I’m sure it helps you manage QuickBooks efficiently.

 

Please know that we’re here whenever you need help. Take care.

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Level 1

Has anyone had problems with downloading transactions from Bank of America into Quickbooks Online?

I can't believe QB Engineers have been diligently working to fix BofA download and still no resolution.  No legitimate tech company works on things for MONTHS on end without success.  I guess I will have to wait for the hungrier company to come on board with a new product.  There is a need here.

 

I am sooooooo disappointed in QB's lack of effort.

 

My calls to BofA are referred back to QB.  Maybe I am just dealing with two incompetent companies?

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