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Roving
Level 1

Is banking not connecting today?

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"

9 Comments
CharleneMae_F
QuickBooks Team

Is banking not connecting today?

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.

 

  1. Go to the Banking menu.
  2. Select Update.
  3.  If you only want to update some accounts, exclude others from the update and select Update Now.

 

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.

Roving
Level 1

Is banking not connecting today?

No, I should not have to manually download. That's absurd. It was working, and QB needs to work with the bank to resolve the connection issue. I'm not the only one using that bank. 

Adrian_A
Moderator

Is banking not connecting today?

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:

 

  1. Click the ? Help icon, and then Contact Us.
  2. Enter An error occurred downloading your latest bank transactions. Please try again in a few minutes as a short description of your concern.
  3. Click Let's talk.
  4. Select either Start Messaging or Get a callback from us.

 

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.

 

Once your transactions are downloaded, you can now categorize them.

 

Don't hesitate to get back to me if you still need help. Stay safe!

Roving
Level 1

Is banking not connecting today?

It's Capital One Visa.

Mark_R
QuickBooks Team

Is banking not connecting today?

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.

 

  1. In your QBO account, click Banking from the left menu.
  2. Select the appropriate bank account from the list.
  3. Click the pencil icon to edit, then select Edit sign-in info.1.PNG
  4. Enter your updated bank website username or user ID and password.
  5. Select Save and connect. QuickBooks Online will try to connect with your bank to verify your information.
  6. When you see the confirmation message, click I'm done, Let's go!

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.

Roving
Level 1

Is banking not connecting today?

It's not that type of connection that has a username and password. It's connected from the bank.

Jovychris_A
QuickBooks Team

Is banking not connecting today?

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!

Roving
Level 1

Is banking not connecting today?

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?

GlinetteC
Moderator

Is banking not connecting today?

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:

 

  1. Go to Help (?).
  2. Click Contact Us.
  3. Enter "An error occurred downloading your latest bank transactions. Please try again in a few minutes" as your concern.
  4. Click Let's talk.
  5. Select the best support option for you.

I'd appreciate it if you'd update on how the call goes. I want to make sure this is taken care of.

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