I cannot download our Capital One transactions

gerdgoebel · ‎September 02, 2022

I am using QBD Prem 2020 with latest updates.

I tried to setup our Capital One CC for online banking. I found several KB in the forum that I followed. The CC account was setup, shows that has online banking in the account list, I entered as account user id the user id I also used when going into our account with a browser. So far so good.

I go to the banking -> Bank feeds -> Bank feeds center. Here I select Capital One, then I select the Refresh account icon.

I get a logon screen as shown in the attached screen shot. But I would have expected that I just get screen where I enter the password (just like I do for our bank account). Still, I entered the user id and password, but then I basically logon to the web-account instead of getting the transactions downloaded.

I must have done something wrong in my setup.

Can somebody help me getting this corrected?

gerdgoebel · ‎September 02, 2022

Thank you for your reply.

I had done the update of QBD to the latest patches already. But this did not resolve the problem.

Then I called the 800 number to talk to a very helpful service rep. We tried different things, like disabling online connection then setting it up again, even deleting and creating a new CC account. I still got the same error.

But then the service rep found some document saying we had to deregister our account with Intuit, then re-register again, then setup the CC with online banking, and sure enough this finally worked.

I got my CC transactions downloaded to QB.

View solution in original post

gerdgoebel · ‎September 02, 2022

I should have mentioned, when I setup the online banking for Capital One there are several selections, I chose Capital One - Credit Cards

gerdgoebel · ‎September 02, 2022

I deactivated online banking again, set it up again, logged into the account, saw the correct credit card, got confirmation the the account link is completed with a green check mark, but then it tries to download the transaction and I get the attached error.

Adrian_A · ‎September 02, 2022

Thank you for the details and for adding a screenshot, gerdgoebel.

I'm here to make sure you'll be able to connect Capital One- Credit Card in QuickBooks Desktop.

You can start the troubleshooting by updating QuickBooks Desktop to the latest release to keep your software up to date. So you always have the latest features and fixes.

Here's how:

Select Update QuickBooks Desktop from the Help menu.
Click the Update Now tab.
To begin the download, select Get Updates.
Restart QuickBooks after the download is complete.
When prompted, accept the option to install the new release.

For additional information about the process, check out this article: Update QuickBooks Desktop to the latest release.

If the issue persists, you can run QuickBooks Desktop Tool Hub to fix any issues.

Close QuickBooks.
Download the QuickBooks Tool Hub file.
Open the file.
Follow the on-screen instructions.
Once installed, double-click the icon on your desktop.

For detailed instructions and visual reference of the process, please visit the Fix common problems and errors with the QuickBooks Desktop Tool Hub article. Aside from that, it contains some important notes that you should know.

Please don't hesitate to reach back out if you have any other questions.

gerdgoebel · ‎September 02, 2022

Thank you for your reply.

I had done the update of QBD to the latest patches already. But this did not resolve the problem.

Then I called the 800 number to talk to a very helpful service rep. We tried different things, like disabling online connection then setting it up again, even deleting and creating a new CC account. I still got the same error.

But then the service rep found some document saying we had to deregister our account with Intuit, then re-register again, then setup the CC with online banking, and sure enough this finally worked.

I got my CC transactions downloaded to QB.

Topics

Training

Community

Resources

I cannot download our Capital One transactions