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Frequent Explorer **

I have not been able to download transactions from USAA bank for approximately a month.

 
5 Comments
QuickBooks Team

Re: I have not been able to download transactions from USAA bank for approximately a month.

I've checked our files and didn't see any open investigations about USAA bank, Adrask1n. Let's get your transactions downloaded.

 

First, let's manually update the bank account. Here's how:

  1. Click Banking.
  2. Go to the Banking tab.
  3. Select the bank account.
  4. Click Update

Then, if transactions are still not downloading, let's check your bank's website. Any updates or maintenance on their end can hinder the transactions to download.

 

Lastly, if ever you encountered any error messages, I've got this article. Go directly to Step 3: Fix specific banking errors

 

Feel free to let us know if you need anything else. 

Frequent Explorer **

Re: I have not been able to download transactions from USAA bank for approximately a month.

There is a pop up on the banking screen that reads, "Your new USAA connection is on the way! We want to make sure everything's good and connected first, so you don't miss a single transaction."

I have had other download problems with TD Bank. After a very lengthy and time consuming process the cause was Quickbooks. My USAA login works manually. Currently my other downloads are working.  There are various download problems 70% of the time.  I have endured years of Intuit lying to me, forced program upgrades - without my authorization, arrogance, and incompetence. My initial sales rep lied to me about pricing to close the deal. How can I get all of my data, including history, out of Quickbooks so I can cancel my account and go elsewhere. I am a one person LLC now paying $70/month for a product that seldom works. The Intuit, out sourced data center, ransomware hack at iNSYNQ is another reason customers should go elsewhere.

QuickBooks Team

Re: I have not been able to download transactions from USAA bank for approximately a month.

I’d feel the same way you do in your situation, @adrask1n.

 

This is not how Intuit handles our customer’s concern. From here, let me ensure to address all of your concerns.

 

To start with, banking related concerns usually require troubleshooting steps that need to be performed more than one attempt. Recently, we have an ongoing investigation with TD bank about Errror102 (INV-34721).

 

As for your USAA bank, I am not seeing any reported issue with the same error. I’d recommend accessing your bank’s website for any notification that needs your attention. 

 

Also, let’s perform manual updates to trigger downloads for your new transactions.

 

Here’s how:

  1. Go to the Banking menu.
  2. Choose the Banking tab.
  3. Select your USAA account.
  4. Click Update.
  5. If prompted, enter your Multi-Factor Authentication (MFA) credentials.
  6. Click Continue update.

To learn more on how to trigger updates on your connected bank, you can check this article: How to use automatic and manual online banking updates.

 

But if you still prefer moving to another software provider, I’d sincerely respect that. You can start by importing your lists or asking the next software provider to migrate your data.

  1. Click the Gear Icon.
  2. Choose Export Data.
  3. In the Export Data window, go to the Reports tab.
  4. Ensure to select All Dates to include all transactions.
  5. Click Export to Excel.

You can refer to this article for more detailed steps: Export reports, lists, and more.

 

Once completed, you can now proceed with the cancellation process.

 

Here’s how:

  1. Go to the Gear icon.
  2. Choose Account and Settings.
  3. Proceed to the Billing and Subscription tab. 
  4. Click the Cancel link beside your QuickBooks Online subscription status.
  5. Select Continue to cancel.
  6. Click Confirm Cancel.

On the other hand, to learn more about managing your downloaded bank transactions:

Let me know if you have other questions. I’m always here to help.

Frequent Explorer **

Re: I have not been able to download transactions from USAA bank for approximately a month.

Your professional arrogance was expected. You did not address the technical problem or the pop up message about "Your new USAA connection is on the way!" Please provide the contact information of a senior engineer with the skill set to resolve the problem. thank you 

QuickBooks Team

Re: I have not been able to download transactions from USAA bank for approximately a month.

I appreciate you for getting back to this thread, @adrask1n.

 

I understand that you've been through a lot in resolving your concern. Going back and forth isn't easy, and this isn't the kind of service we want you to experience. 

 

If you've already processed the troubleshooting steps provided by my colleagues and the issue persists, I recommend contacting our QuickBooks Online Support Team. They have additional tools to pull up your account in a secure environment and investigate this further. 

 

They can also create a new investigation for this issue and once it has been open, you’ll be receiving an email notification about the updates and progress of the investigation.

 

Here's how to contact our customer support:

  1. Sign in to your QuickBooks Online company.
  2. Select Help (?) at the top right.
  3. Select Contact Us to connect with a live support agent.

For future reference, you may want to check these articles to learn more about managing online banking in QBO:

Please keep me posted how the call went. I'll be on the lookout for your reply if you have any other concerns about online banking. Have a good one.