Is there an issue with connecting to Capital One to download transactions?

I've checked our files, Dr-bsmith. I haven't seen any open cases the same as yours. 

We have a few steps for you to try. This will help you download the transactions.

Let's start by manually updating the bank account. This forces the transactions to download and refreshes the connection between the bank and QuickBooks Online. Here's how:

1. Click Banking.
2. Go to the Banking tab.
3. Click Update.

If it's still not downloading the transactions, log in to your financial institution's website, and check for any alerts or notifications. Any messages or sign-in issues can block our program from downloading new transactions.

Next, if you've encountered an error message, please check this article and go directly to Step 3. You can check on the links to resolve the error. 

Once it's fixed and transactions are already downloading, you can continue to assign, categorize, edit, and add your downloaded banking transactions.

We're just around to help you if you have other concerns. Swing by anytime. 

Capital One is not working for me either.  I called QBO yesterday and they had me delete my connection and now I can't get it back up.  I have been on hold with Capital One for a while to see if they can possibly shed some light on this.  Basically, the  QBO customer service made it worse.

I am having the same issue with Capital One.  Has anyone been able to get an answer on how to fix it?

Thanks for joining this thread, @cddmoore. 

Our Engineering Team is now aware of this connection between QuickBooks Online and Capital One. Rest assured, they're working to identify the cause to provide a solution and they'll provide updates regarding the status of this issue through an email. To be added to the list of affected users and get updates, you'll need to contact our Online Support. Here's how to get in touch:

1. Go to the (?) Help button at the top-right of your QuickBooks Online account, then select Contact Us.
2. Type in your question or concern in the Description Box then hit Let's Talk.
3. Choose how you want to get contacted.

You'll hear from an agent shortly. Once connected, tell them you'd need to be added to INV-44160. 

I'd like to notify @dr-bsmith about this update as well.

Let me know how this conversation goes. I'll be here if you need further assistance.

I just spoke with a customer service member from QBO.  They told me that they were aware of the issue and that there were a lot of customers affected by and that the Intuit engineers were working with Capital One to resolve it.  Capital One customer service said that knew nothing of it.  

I didn't have the investigation number at the time of the call, however, I am assuming that the representative added me to the list.

Thanks,

Courtney

I too am having issues with the Capital One sync.  I contacted support thru the messaging and able to easily get added to the INV.  Thank you for sharing this information.

My Capital One Bank seems to link now, but the Credit Card does not.  I'll be honest - I got tired of waiting and manually uploaded a QBO file.  I don't like being 3 weeks behind on matching.

Thanks for joining this conversation, @Kahn. 

I'm happy to hear that you're now able to connect Capital One bank account. As for the Capital One Credit Card, were you able to encounter some error message?

I understand the hassle of manually importing bank transactions, and this isn't the impression we want to leave with you. 

In the meantime, you can update the password of your bank account to re-establish the connection. Then, reconnect it in your QuickBooks account.

Here's how:

1. In the left menu, click Banking. 
2. Go to the Banking tab. 
3. Select the bank you want to reconnect, then click the Edit ✎ icon.
4. Pick Edit sign-in info.
5. Enter your new credentials, then select Update.

For additional reference, you can consider checking this article: What to do if bank transactions won’t download or there's a bank error.

You might want to visit this article to know how to match bank transactions in QuickBooks Online: Categorize and match online bank transactions in QuickBooks Online.

Keep me posted if you have any other banking questions. I'm always here to help. Have a great day!

I have to keep disconnecting and reconnecting my account. I use QB Desktop. This has been going on for about a month. INV-44160. 

Thanks for joining on this thread, @allsaintsins.

I've checked the INV number that you've shared and found out that it's related to QuickBooks Online banking issue. This issue has already been resolved. Since you're using QuickBooks Desktop (QBDT), let me provide you the steps on how you can fix this banking concern.

To start with, we can update your Financial Institutions Directory. This will ensure that you have the latest information from your financial institution.

If you're still getting the same error, you can follow these troubleshooting guide to fix the issue:
 

• Ensure you’re connected to the Internet, and your Windows firewall isn’t blocking your connection to QuickBooks.
• Ensure you’re using a supported version of QuickBooks. If not, update QuickBooks to the latest release.
• Update to the latest version of Internet Explorer.

Once it's fixed and transactions are already downloading, you can continue to add and match your transactions in QuickBooks Desktop.
 

Let me know how it goes in the comment section. If you need additional assistance in doing your task with QBO, don't hesitate to visit us back. We'll be happy to help.

Hi - 

I am new to QBO. My transactions are all missing after 5-1. The balance is accurate, but the transactions are not there. Seems like the issue might not be resolved. I have disconnected and reconnected the account as well as checked settings with Capital One. 

Are there any other steps I need to take? This is a must have feature for me. 

It's my priority to find the missing bank transactions in QuickBooks Online (QBO), abick1202.

I've checked here on our end and there's no reported case about missing transactions for Capital One. Let's perform some troubleshooting steps to find the missing transactions in your account.

First, manually download the latest bank transactions by following the steps below:

1. Go to the Banking menu and choose Banking.
2. Select the bank account you want to update.
3. Tick Update button. 

Then, go to the Banking page to check for the missing transaction. 

If the same thing happens, just follow Step 2 until Step 4 in this article to find them: What to do if you can’t find downloaded bank transactions.

If the problem persists, it possible the missing transactions are not successfully downloaded in QBO. We can manually import the missing bank transactions into your account. Just check out this article for the steps and details: Manually upload transactions into QuickBooks Online. 

If those are mass missing data, you can import the bank transactions in batches.

I've got a link here that provides you with articles about managing your bank feeds: https://quickbooks.intuit.com/learn-support/en-us/banking/07?product=QuickBooks%20Online.

I'm just one click away if you need a hand with reconciling your accounts or any QBO related. Wishing you and your business continued success. Take care always. 

Manually uploading the transactions is not an acceptable solution to me. Considering the cost of this program, the automatic upload should work. Please let me know how this can be resolved.

You did not give me any steps to correct the issue going forward. If I have to manually upload the transactions once, that is fine, but I am not going to do it every single time. 

Hi there, @abick1202.

The first troubleshooting step to do when you're not able to see your recent transactions in your bank feeds is to click the Update button in the Banking menu. If it still doesn't work, you can manually upload the transaction by going to your Bank website and downloading the transactions to QuickBooks Online (QBO) using the .QBO, .QFX, or .OFX file format.

As of now, since there is no reported issue with Capital One bank related to your concern. To request further investigation, I suggest contacting to our QBO Care team. They have the tools to dig in further what has caused this issue and will be the one to notify you about the update. 

Count me in if you need anything else. I'll be here to help. Keep safe.

I've been having the same issue with Cap One and downloading bank transactions - since February.  Was told by QB that they were working on it and when I recently followed up, received an email reply that my case had been closed.  

Still manually uploading transactions!  

I thank you for sharing your experience when trying to update your Capital One bank account, @CDK33.

I can see here that we still have a couple of on-going investigations for Capital One bank account. As long as you're added on the list of affected users of an on-going investigation, you don't have to worry if your case is closed.

Once updates are released, you'd be notified through email. While this rigorous task seems easy, we have to ensure that all components of the bank connection are successfully updated, especially the security aspect.

With that being said, I’d recommend reaching out to our Customer Care team. A bank specialist will be able to add you to the list of affected users.  Just provide your name, updated email address, and this investigation numbers INV-45774, INV-45465, and INV-46240.

Here’s how to contact us:

1. Go to the Help (?) menu.
2. Click Contact Us.
3. Enter your concern is the description field and hit Let’s talk.
4. Choose to Start messaging or Get a callback.

 We appreciate your patience while we continue working on this. I'll be around if there's anything else you need.

DON't disconnect your account ... this is a long-standing issue - I have three Cap One CC's and they have had me disconnect them.  I disconnected one - can't get the feed to work so now ALL OF THOSE TRANSACTIONS ARE GONE!!!  

I have been working with CSR's for weeks and weeks now.  One of my cards has been unable to connect since 1/19/20!!  They have had the "engineers" working with Cap One for 5 weeks that I know of and they still have no answers.  

They "helpfully" suggested that I manually download and upload transactions.  Cap One doesn't allow you to download in the QBO format right now (big hint right there!!), so I downloaded a CSV file.  Fixed the formatting issues, tried to upload and QB won't recognize the format of the content of the file.  It sees it, it uploads it, it reads the column headings, but it refuses to recognize the date or amount.  Kind of defeats the purpose.  

I am good with programming - I am very good at working with spreadsheets and converting formatting and saving it all properly.  I have uploaded CSV files to other accounting programs with no issues.  I spent HOURS trying to get the formatting corrected - went through all of the tutorials, followed all of the steps - still can't get QB to recognizes dates ... DATES for crying out loud!  

The only other option I have is to MANUALLY ENTER hundreds of transactions from three different accounts.  Every week ... every week.  No - if this feed issue isn't solved in the next three weeks I am taking my business elsewhere.  I don't have time to spend hours on chats, phone calls, email streams trying to fix the most basic function of the program.  It's not worth it if I have to end up manually entering something that worked fine until January.  

But - whatever you do - DON'T DISCONNECT THE ACCOUNT, or you will lose all of those transactions.  You will either have to figure out how to get the file upload system to work, or manually enter to recover :-(.

Thank you for sharing. This is upsetting to me, as I need to get my taxes done and I am NOT good with spreadsheets, formatting, or programming. That is why I bought quickbooks! It sounds like disconnecting the account is not a good idea, but even though mine is connected, it has never downloaded anything, so I don't think I would lose anything. I don't even know how to manually enter transactions, but it will take forever, because Capital One is my business card. This is totally unacceptable.

RESOLVED: I spoke with a support tech and they had me try logging into Quickbooks online via an incognito window and then adding back my Capital One CC and it worked.  Hope this helps some people

Does anyone have any updates on this issue?  I am using the QB desktop version, I heard the online version had their issue resolved.

Its seems as thought the web browser that QB logs into capital one with needs to be updated, there is a banner on the top of capital one stating that "my browser needs to be updated" when I try to download the transaction. 

Good day, A_patel.

We have another way to bring in the bank transactions from Capital One. You can use the web connect feature to manually import them. All you need is a .qbo file from your Bank’s website.

Also, we can resolve this error by upgrading the browser. If this behavior persists, please reach out to our Customer Support Team so they can further assist you with it.

I'll be here if you need anything else. Have a nice day!

There is no QB download available from Capital One.  Downloading the CSV version results in multiple, unfixable errors to uploading to QB.  I have the latest version of the browser and I do not have options when it comes to browsers when I attempt to link the accounts again.  Seriously - this is a major issue that I have been informed by the MULTIPLE CS reps I have engaged with that is between QB and Capital One.  Not something I can, as an independent user, address with success.  This is something that QB needs to fix.  It's ridiculous ... since January it has been an issue that I have spent hours with customer service to attempt to fix with no resolution.  This system has become a total waste of my time.

NOT RESOLVED - I have gone through all os the steps listed, done all of the things asked and still not resolved.  And no contact from customer service or their troubleshooting team.  This is ridiculous!  I've been down since JANUARY 19th.  This is not tenable.

I appreciate taking the steps provided on the previous post, Regulus.

I've checked our reports and found that one of the investigations provided by my colleague IamjuViel with number INV-46240 is still open. Our engineers are still working on resolving this issue. To ensure you'll get an update to the status, I recommend contacting our Phone Support Team again. Before doing so, please check out our support hours here. Then, follow these steps:

1. Click the Help icon located in the upper right-hand corner.
2. In the Help window, click the Contact Us button located at the bottom.
3. Enter the investigation number, and click Let's talk.
4. Choose either Start a chat or Call us.

If you have any follow-up questions, please let me know. I'm here to help.