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SarahannC
Moderator

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

Hello healthy accounting,

 

We wouldn't like you to experience syncing issues between First National Bank and QuickBooks Online, especially during this tax season. However, this has been occurring now. 

 

There hasn't been a specific timeline provided for when the issue will be resolved. Rest assured we're actively working to identify the cause and provide a solution. 

 

If any of your clients who use this bank are not on the list of affected users, please ask them to contact our Support Team so we can add their company details.

 

  1. Within your QBO account, go to Help in the upper-right corner.
  2. In the Search tab, click Contact Us.
  3. Click Continue

 

Additionally, you can refer to these articles when reviewing and reconciling your accounts in QuickBooks.

 

 

We'll continue to update your client on the status of this issue via email. Be sure to post again if there's anything you need about bank connectivity and managing bank data in QuickBooks. 

bennysbilliards2
Level 2

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

This!!  So freaking frustrating.  I'm trying to get all the stuff ready for taxes and I'm constantly having to reimport manually because things aren't lining up.  It's been TWO months now, there ought to be more urgency in fixing this.  

mmolbert
Level 1

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 am having the same problem!

mmolbert
Level 1

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

Wow!  I sure hope this is resolved soon.  

redtree
Level 1

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 also use First National Bank of PA and my transactions stopped downloading automatically on 11/15 also. I keep trying the disconnect/reconnect but it hasn't worked yet.

GlinetteC
Moderator

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 recognize the need for a prompt resolution regarding the First National Bank of PA issue, redtree.

 

I want to assure you that we're actively working to find a resolution as quickly as possible. Our next scheduled update will be on Friday, January 26. If you haven't been added to our list of affected users, I would suggest contacting our QuickBooks Support team to receive updates regarding the status of this issue via email.

 

For the time being, you can utilize the recommended workaround to import bank transactions in QuickBooks manually

 

If transactions are in, you can match and categorize them to ensure they are accounted for properly.

 

We appreciate your patience as we work through this issue.

smileen
Level 3

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

One of the biggest problems with QB these days is the Support that is not based in the USA. After spending countless hours speaking with QB Phillipines support, they never could nor did help me.  I had to figure it out on my own.  It's sad that their product pricing is sky rocketing while their support in down soaring. 

sbellep36
Level 2

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

my quickbook accounts arent updating either. It's been 3 days and all I see is the whirly ball thinking about it.

Rasa-LilaM
QuickBooks Team

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

Thank you for following up on this thread, sbellep36.

 

It's vital to have accurate records of your banking transactions. This allows you to track them on time and reconcile your account easily. Let's work together so you can fetch the latest entries.

 

Before we start, can you tell us the name of your Financial Institution (FI)? Have you come across any error codes or messages? Any information you can provide will greatly assist us in determining whether there is an ongoing investigation regarding the issue.

 

In the meantime, let's perform a manual update to refresh the connection between QuickBooks Online (QBO) and your bank. Here's how:

 

  1. In your company, head to the Transactions menu on the left panel and choose Bank transactions.
  2. Click the Update button.
  3. If prompted, enter your Multi-Factor Authentication (MFA) credentials and select Continue update. You must enter the information within 2 minutes of being prompted.

In the event you receive an error, choose the code listed in Step 4 in the following article: What to do if you get a bank error or can't download transactions in QuickBooks Online

 

Once you have the latest transactions downloaded to QBO, categorize them to the correct account. For additional resources, you can perform the solution in this article to find missing transactions downloaded from your online bank and credit card accounts: What to do if you can’t find downloaded transactions in QuickBooks Online.

 

I also collated some resources that discuss in detail the process of balancing your bank or credit card account, ways to prevent duplicates of entries, as well as creating rules that automatically categorize transactions. Simply open each article for the full details:

If you still need further assistance with updating your account or have other banking-related concerns or questions, click the Reply and post your comments. I'll get back to make sure everything is taken care of, sbellep36.

jcbl
Level 1

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

According to my latest call with support, there are known issues with certain banks, (FirstBank is mine) where we (users) are not getting bank transactions downloaded into Quickbooks Online. This has been happening since 11/2023, and yet NO communication or progress has been made on this issue. I believe that we are all owed some sort of refund for this application not working correctly, and no reasonable workaround has been provided, other than manually entering transactions from your statement, that are missed. Anyone have any other information as of late?

mmolbert
Level 1

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 haven't been able to do it either.  

mmolbert
Level 1

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 am having the same problem.  My bank is Community First.  

smileen
Level 3

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 had to upgrade quickbooks to the Enterprise version to be able to talk with Tech support in the USA, they are far more knowledgable than the Phillipines team.  

mmolbert
Level 1

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 have Quickbooks Mac Plus 2023.

 

jcbl
Level 1

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

that seems ridiculous, but good for you to be able to afford to do it! Any recommendations for the rest of us?

leeroni7
Level 1

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

So I read through the comments and nothing seems to help. 

I have had this problem two months ago and today as well. 

The only thing that helps is resetting the Intuit ID under the help menu. But first, go to the company menu and sign out. than go to help menu and choose reset intuit ID settings

stuart2312
Level 1

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

For my fellow Mac users...

I read this comment, and of course these options don't exist on the Mac version. But I did do a Close Company/Log off, and then I did a de-authorization/reauthorization.

That didn't work, but I did stumble upon a Delete FiDir option in the process... a quick Google search took me to this thread:

https://quickbooks.intuit.com/learn-support/en-us/banking/re-unable-to-download-bank-feed-with-direc...

I did this, restarted, and direct connect worked immediately for the first time in 5 months!

I mentioned the other two steps, because I'm not sure if they are necessary or not. 

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