Is anyone having issues bringing over transactions from their bank? It's been a month and it won't update automatically and I'm losing my patience with QB

I understand the importance of updating and bringing your bank transactions in QuickBooks Online, Bennys. Let's figure things out so we can fix this and get you back to business. 

Can you tell me what specific bank you're having this issue with? It will help me provide an accurate solution to your concern.

Moreover, there are possible reasons why your transaction won't update automatically in QuickBooks. The issue might be on your bank's end, or changes in your bank account. With this, I recommend checking your bank or credit card's website. 

You can follow the steps below to get the URL QuickBooks uses to connect with your bank.

1. Go to Transactions, then select Bank Transactions.
2. Select Link account, then search for your bank.
3. Copy the URL listed for your bank.
4. Sign in to your bank or credit card's website using the copied URL.

Then, check for the following:

1. Check your account for messages, notifications, or alerts.
2. Look for any display issues, which can block QuickBooks from downloading new transactions.
3. Check your bank's website for any announcements about new security requirements.

If everything is good, you can go back to QuickBooks and try updating your bank transactions.

You can also update your bank information in QuickBooks if you make some changes on your bank's website. Here's how:

1. Go to Transactions, then select Bank Transactions.
2. Select the bank account, then click the Edit icon.
3. Click Edit sign-in info.
4. Update your information as needed. 

Additionally, you can fix specific bank errors when you encounter them when downloading or updating your bank transactions.

Also, I'll leave these helpful articles to manage your bank transactions and make your account balanced and accurate:

• Categorize online bank transactions in QuickBooks Online.
• Reconcile an account in QuickBooks Online.

Keep me posted, and I'll be here to lend you a hand if you have further questions about updating bank transactions and other QuickBooks-related concerns. 

It seems lots of people are having issues with their bank feeds.  Try disconnecting the feed in your QB bank feed center and reconnect.  I went through hours of tech support calls and they did nothing to help but aggravate the situation by their language barrier!  

Mine is finally working after disconnecting and reconnecting it!  

Good Luck!

I am having the same issues with my checking account. When I try to update the sign-in information, I get the notification that an unexpected error happened and my bank account could not connect. Mind you I have checked the sign in credentials multiple times and they work flawlessly on my bank's website. What am I supposed to do???

I understand the urgency of getting this banking issue fixed, Ybowersox.

We appreciate you for performing some troubleshooting steps to resolve the banking error message. May I know what specific bank you're having this issue with? This helps me better isolate the problem and check our records if there's an investigation.

Since everything looks good on your bank's end, we can go back to QuickBooks and manually download your transactions again:

1. Go to the Banking menu and select the Banking tab.
2. Click the Update button.

For more details about this process, please visit this article: What to do if you get a bank error or can't download transactions in QuickBooks Online. If the problem persists, I recommend reaching out to our Technical Support Team. They'll pull up your account in a secure environment and investigate what's causing this issue. To reach them, follow the steps below:

1. Sign in to your QuickBooks Online company.
2. Select Help (?).
3. Select either tab to get started:

• Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
• Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
  • Start a chat with a support expert.
  • Get a callback from the next available expert.

For more details and support hours open this article: QuickBooks Online Support. In the meantime, we can manually upload your transactions into QuickBooks Online as a workaround. I'll show you how:

1. From the left pane, go to Banking or Transactions.
2. Press Upload transactions.
3. Select Drag and drop or select files and choose the file you downloaded from your bank. Then select Continue.
4. In the QuickBooks account ▼ dropdown, select the account you want to upload the transactions. Then select Continue.
5. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.
6. Choose the transactions you would like to import. Then click Continue.
7. Hit Yes and when you accept your transactions, press Done.

I'll share this article with you if you want to know more about uploading your transactions manually: Manually upload transactions into QuickBooks Online. For future reference, here are some handy resources to help you supervise your transactions:

• Fix bank upload errors in QuickBooks Online
• Categorize and match online bank transactions in QuickBooks Online

Keep me posted if you have questions or concerns about managing your bank transactions. I'll be around for you. Take care always!

Yes, I'm having this problem since 12/1 with all our bank accounts and credit cards. We work with multiple banks, Bank of America, American Express, First Republic. We deleted two accounts and reconnected and one worked. The other has not updated at all. I've called tech support twice. One representative noted QB is having an issue on their end, and the other representative said they did not see any issues with our connection and to keep trying to synch. I'm told to call them back in a couple of days if I am still having the issue. 

I think Quickbooks Online is having an issue but does not know how to fix it yet.

Thanks, I keep trying that so so many times but to no avail   I'm beyond frustrated, but thank you for your reply! 

Julia, 

I have literally tried all of that probably close to 20 times - at least a few times a week and nothing happens.  It is so frustrating I can't even tell you.  I think QB's has a problem that they do not know how to address based on comments here so it isn't a simple fix for us... it is a fix for you all.  

I'm getting the same runaround... I've done everything including disconnecting and connecting and they know there is an issue but since 11/15 for me, nothing has been fixed.  It is frustrating and discouraging.  

Hi Benny, funny that was the same date that my bank feed quit working on Chase too! 

Try disconnecting your bank feed and reconnecting it, it worked for me... what a relief!  

QB support does not do a one time charge anymore and they now want $600 for support to talk to people who don't understand the issue in the first place.

I'm sorry I see you tried the disconnect/reconnect already.  QB support is maddening, frustrating and discouraging for sure!  I did also delete my cookies on my computer, I am not sure if it helped but worth a try, I also ran the quickbooks tools before disconnecting and reconnecting.  

You are so lucky yours was able to be reconnected!!  Wow, they charge $600 now?  They didn't charge me, I would never pay that... it's insane! 

I'm using First National Bank of PA. 

I've linked, unlinked, disabled, reabled, edited account information, the list is ENDLESS and still nothing.  

Here's an option, is there any way to remove the bank entirely and start new like I'm adding banks?  Because although I get that option, it just ends up reenabling the bank accounts currently there.  Or better yet, maybe I should delete my account with QB's and then start a new one with a different email to be able to start the whole thing over?  I really don't know what to do at this point but it's the end of the year and I need reports for my tax guy so at some point, I need to move on to another software

I am having same issue with First National Bank

I appreciate the actions you've taken to resolve the issue regarding your bank transactions in QuickBooks Online (QBO), @bennysbilliards2.

As per checking, we currently have an investigation about the First National Bank of PA being unable to update transactions in QBO. While the workarounds you've mentioned are a great initiative to rectify the issue, the error will persist since there's an ongoing investigation. Rest assured that our engineers are diligently implementing measures to resolve this matter at the earliest time possible. 

For now, you can manually upload your bank transactions via a CSV file. Before doing so, download the CSV file of your transactions from your bank's website and ensure they are formatted correctly. I'll share this article to help you through the process: Manually upload transactions into QuickBooks Online.

While the investigation is in progress, I recommend reaching out to our customer support team. This way, they can include you in the list of impacted users so you'll receive email notifications when new updates about the case are made available. To do that:

1. Go to the Help icon and choose the Search tab.
2. Select Contact Us.
3. Describe your concern and select Continue.
4. Choose between Chat with us and Have us call you.

Moreover, performing monthly reconciliations is a great initiative to ensure your bank transactions correspond to those on your bank statement. This practice guarantees your accounts are balanced and accurate.

I appreciate your patience and understanding as we work towards a resolution. Please keep in touch whenever you have additional queries about updating your bank transactions in QBO. The Community team is here to help anytime you need it. Take care, and have a good one.

I did this process several times as directed by your support and this did not work for me at all. 

QB needs to fix whatever it is that is causing so many people to lose their bank feed's.  

I am so frustrated, after many days talking to customer service they claim that the issue has been resolved, and that is a Chase issue. This is incorrect, this is a QB issue. I have tried all the work around, all the steps and nothing is working, and they want to hang up on me and send me to my bank but its not a bank issue!! what do i do?

I see how the issue of your bank transactions is challenging on your end, and we hear you with that. 

Please know that, in the Community, we're unable to pull up your account. Taking that into consideration, we recommend contacting the QuickBooks Online (QBO) Care team again to gain updates on the issue if its root is from your bank or in QBOt. Also, to further investigate your account to find a fix.

Additionally, if you want to get transactions from your bank or credit card manually to QBO, you can read this article: Manually upload transactions into QuickBooks Online.

Feel free to reply to this post if you have more questions about bank transactions. I'll be willing to assist you. 

Part of the problem is the QB support team is in the Phillipines and they don't fully grasp what is happening due to a language barrier, I get so frustrated with this.  It is NOT Chase bank, there are way too many people that are having this same issue.  The only thing that worked for me was to dissconnect my bank feed and reconnect it and now it's working again.  I also deleted cookies and used the self fix tools in quickbooks under help. 

Unfortunately their support team can't help, they just want to text you a list of instructions instead of jumping in to help resolve the issue.  I feel for everyone that can't get theirs working!!!

Still having the problem!

Cannot interface with American Express (on Mac Desktop 2024).

QuickBooks Support emailed me back on the 12/19 to ask if it was still not working, and then emailed me on 12/24 to close the case since I hadn't gotten to respond (less than 24 hours after the original email!). 

I got a different response from Intuit yesterday 12/22  saying they are still working on it, with the case apparently still open.

Is this only a problem with QuickBooks Desktop? Does it work on QuickBooks Online?

It is a problem with both from what I gathered.  I use QB online and it STILL isn't working for me.  

Yes, the bank and credit card transactions won't update for the TD accounts.  I don't have access to add/link accounts from TD to QBO without deleting the current set-up?  This is a consistent issue with QBO. 

Hey there, Greenland. 

In QuickBooks Online (QBO), connecting the same TD bank account with the same bank information won't be possible if it's already connected. That's the reason why you'll have to delete the current setup. 

Also, may I know if you happen to encounter any specific errors? This way we'll be able to understand and provide you with a detailed explanation about it.

In the meantime, I recommend contacting our online team support so that they can further investigate the root cause of this matter. 

Here's how:

1. In your QBO account, select Help (?). 
2. Choose the Search tab.
3. At the bottom of your screen, click Contact Us.  
4. Type your concern. Then click Continue. 
5. You may choose Callback, Appointment, or Chat as your way to connect with us. 
6. Kindly fill out the provided field such as your First name, Last name, Email address, and Phone number. 
7. Depending on what you choose as your way to connect with us, click Callback, Schedule appointment, or Chat. 

You may also visit this material to learn more about our support: QuickBooks Online Support. 

As an alternative, you can do a manual update within your transactions menu.

Here's how: 

1. Go to the Transactions menu located at your left navigation panel.
2. Select Bank Transactions.
3. Click Update. 

Furthermore, you may also want to import your transactions manually in QBO. 

The Community is always here for you if you have further questions related to QuickBooks. 

I have 4 clients that are using First National Bank (PA).  One of the clients reached out to Quickbooks around the end of November which is when we first found the problem.  It's now January 2024 and it is still not working.  Quickbooks Online can you give an update to the problem with First National Bank not syncing with Quickbooks Online.  When is a fix expected?  It's very aggravating to have multiple clients that we have to use a work around on-especially during tax season.