Is banking not connecting today? Have been getting this message for hours:
"An error occurred downloading your latest bank transactions. Please try again in a few minutes"
Hello there, Roving.
May I know your financial institution for me to further check if there's an ongoing investigation related to this?
For now, let me guide you on how to manually download your transactions into QuickBooks.
Other than manually downloading your bank transactions, you can also import them using a CSV file: Import bank transactions using Excel CSV files.
Categorizing your bank transactions once they're downloaded into QuickBooks can also help you make sure your books are accurate.
Feel free to tag me if you have additional banking questions, Roving. I'll be here to help you further.
I appreciate you for getting back to us, Roving.
I'd recommend reaching out to our Phone Support team. An agent will take a look at your account so we can check your bank connection. Here's how:
Also, can you tell me the name of your bank provider? So, I can check on my end for any outstanding investigation that specifies your bank.
Don't hesitate to get back to me if you still need help. Stay safe!
Hello there, @Roving.
We haven't received any reported issue with the connections for Capital One Visa account. Let's update your bank account sign-in information to refresh the connection and get you back to working order.
I'm adding this article for more details: How to update your bank account sign-in information.
You might want to check out this article to learn how to categorize bank transactions: Assign, categorize, edit, and add your downloaded banking transactions.
Please keep in touch if there's anything else I can do to help you succeed with QuickBooks. I've got your back. Have a great day and keep safe.
I appreciate the details a lot, @Roving.
They may be having system security maintenance today. You can check with your bank to verify if they're performing this scenario.
Besides, you can check your Online Banking in Capital One Visa by signing in to their website. If you meet issues like error messages or unable to login to your account, it may be the factor why QuickBooks is unable to connect with your bank.
Also, there may be notifications in your Online Banking that needs your attention. Please take your time to review the notifications.
If you find no issues in your financial institution, you can reach our Customer Support team. They have tools to check the connection with your bank.
Just in case you wanted to download your most recent transactions and upload it to QBO, you can refer to this article: Manually upload transactions into QuickBooks Online.
I'll add this article as your reference on how to match the records from your bank with QBO transactions: Categorize and match online bank transactions in QuickBooks Online.
Please feel free to leave a message or tag me if you need further assistance. I'll keep my notifications open. Have a good one!
No, this has been ongoing. Still happening.
My bank's solution is to tell me to uninstall and reinstall QB, which I can't do with QBO.
You're telling me it's the bank's fault.
What should we do here?
Thanks for letting us know about this, Roving.
Let's get your Online banking working. In a situation like this, we'll need to check the connection between your bank and QuickBooks. Accessing your company file requires verification and I am unable to do that here in the Community since this is a public forum. I would recommend, reaching out to our phone support team. One of our agents can take a look into your account and do a screen-share with you to troubleshoot this behavior for you.
Here's how to contact them:
I'd appreciate it if you'd update on how the call goes. I want to make sure this is taken care of.