I cannot connect to my bank account. This has been an issue since Feburary 11, 2021, and it is not being solved. Do I disconnect my account and reinstall?

shermizzle · ‎October 13, 2022

The original post was about BankUnited, and I am not sure how it became the Wells Fargo thread, but we STILL can't get into BankUnited. This has been an issue since 2021.

I contacted QB CS, was told it was a problem on the bank's side. (We hadn't been with the bank long, so I didn't have a lot of history, thought it DID work at first.)

Spent HOURS trying to get it to work with the bank, they said it was not on their side.

Contacted QB AGAIN, and after being passed to numerous agents, getting dropped (oopsie!) and having to start over because the prior efforts weren't logged into our account, I finally get to someone that tells me, as if I am stupid for asking, that this is a known issue and the engineers are working on it. I was allegedly added to the ticket, and would get updates. I guess there have been no updates in over a year??

Yes, I know how to link a bank account. (it doesn't work)

Yes, I know how to upload a file. If I wanted to upload files, I wouldn't be paying for a software that FEATURES a bank feed.

Yes, I tried in different browsers, cleared my cache, logging into the account to make sure my login is good, etc etc etc.

I am beyond disappointed with both this product and the 'support' that I have received. A reliable bank feed is the *bare minimum* for accounting software, and QB can't provide this. WHEN will I get the update on the service I am paying for but not receiving??

shermizzle · ‎October 13, 2022

You have posted this recommendation quite a few times, and while I am sure it works great, I should not have to pay for an additional service, so that I get the functionality that I am already paying QB for.

@Fiat Lux - ASIA wrote:
As another option, utilize MT Online for the time being. It is designed to import into any bank or credit card in QuickBooks Online, so there is no specific setting needed.
https://www.moneythumb.com/?ref=110

Mich_S · ‎October 13, 2022

I hear your sentiments about handling bank transactions in QuickBooks, @shermizzle.

Before we go any further, I'd like to verify if you get any error messages while trying to connect your BankUnited account and download transactions into QBO. If so, I recommend sharing it with us further. Additionally, a snapshot would be more helpful so that we can investigate the issue further and offer you the best solution.

Looking forward to your reply on this. We'll make sure to assist as soon as we can. Take care!

shermizzle · ‎November 09, 2022

OK, here is what happens, step by step. Please note that this connection did work at one time, so it appears on my Banking page as the connection needs to be fixed.

1. 'Fix this now' link - This takes me to the "Lets Try Again" page, where I get the page to sign in again. I enter my Customer ID, my User ID, and password. (Yes, I confirmed they are correct and work on the bank's website). I enter with the 'reconnect' button.

2. The next screen is:

That still didn’t work, so try one of these. (103)

Follow the link to check your sign-in info, then return and try again. Go to Bank

3. I click the Go to Bank link, and it takes me to my bank sign in. I am able to sign in no problem. Not sure what I am supposed to do next to get QB linked?

4. I go back to QB, and nothing is different. Instead of the Go to Bank link, I click the 'Ok, I'll sign in' button at the bottom of the page.

5. This takes me right back to the main "sign in to your bank" page. I enter my info, and it shows that its trying to reach the bank but then I get the error page that it didn't work (hmmmm) and to contact QB support.

I have contacted my bank a few times. They don't know why it won't work, and because they have Direct Connect, it should work.

I have contacted QB support a few times, as noted above, to no avail.

I have searched for instructions on how to link the bank using Direct Connect vs. just logging in. I can only find info for QB Desktop.

Is this a known issue or is there something else going on?

Kevin_C · ‎November 11, 2022

I hear your sentiments, @shermizzle.

We'd like to take a closer look at your issue so we can direct you to the right team. Please expect a private message from one of our admins to discuss this concern with you further. You'll want to check your Community inbox from time to time.

If there's anything else I can help you with, let me know, and I'll help you take care of it.

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