Thank you.  I followed your instructions but the transactions from the previous day did not upload.  ( Not sure what the incognito screen was supposed to do but transactions were still not uploaded)The ones from 2 days ago did.  The current balance updated (which is different than the QB balance of course since the transactions didnt update). Is this the way the system works? I would think I should be able to get the previous days transactions. They are all posted and cleared through my bank account.

Hi there, 603pristineclean.
 

I got your back to ensure you can import your bank transactions seamlessly in QuickBooks Online (QBO).

These are the few things to check before trying again. First off, ensure that you have the correct mapping of columns. This will make sure that QBO will be able to read the data. Here's how:

1. Open your CSV file.
2. Next, remove columns you do not need to prevent any confusion. QBO require to have columns for Date, Description, and Amount.
3. Then, change the names of the columns in your CSV to match the titles in QBO.

Once done, let's also make sure that your file has the format needed by QBO. Below are the things to consider:

• Currency symbols and commas.
• Special characters in the bank description can prevent you from importing your file. 
• Check the date format to make sure it matches the one you chose at the mapping stage.

Another instance of why you can't import a CSV file into QBO is that the file only has Money Out transactions. To get around this, please follow the instructions in this link: Common errors for importing bank transactions using CSV. From there, you'll also find tips to avoid issues when importing.

You also want to check this article for fixing errors when importing bank transactions to QBO: Fix bank upload errors in QuickBooks Online. This provides you with a list of specific error messages when uploading and corresponding fixes for each of them.

Once the transactions are in, you'll now have to categorize and match them to ensure they are allocated to the correct account on your QBO. 

Drop a comment below if you have any other concerns about importing bank transactions in QBO. I'll be always around to assist you. Keep safe. 

Thank you but this has nothing to do with my problem. I have no problem manually downloading and uploading but I should not have to do that.  I have 23 accounts and I chose QBO as software so I can be linked directly to my bank.  Links that do not work defeats the entire decision making process of software.  The ONLY reason I chose this is for the links.  Thank you for trying to help me anyway though.  It's very nice that you care.  Can you see if you can get someone to help get the links re-established?  There is a case number above.  It would be nice to get some sort of update on how the case is going.  EDIT:  I see that you were addressing Pristine.  My apologies but still...Can you check on things?

I felt your discomfort with being unable to proceed with banking tasks due to this error encountered. I'm sharing details on how to call our phone support to get an update about this case in QuickBooks Online.

For now, I suggest contacting our support team again to add you to the list of affected users. This way, you can receive a notification when a fix is available. Check our support hours to contact us at a time convenient to you.

Refer to the steps below:

1. Sign in to your QuickBooks Online company.
2. Go to Help (?).
3. Select Contact Us.
4. Enter your concern, then select Let's talk.
5. Choose a way to connect with us:

• Start a chat with a support expert.
• Get a callback from the next available expert.
• Ask the Community to get help from businesses like yours.

Kindly read and use this article to learn more about resolving banking error 103 in QBO: Fix bank error 103 in QuickBooks Online and QuickBooks Self-Employed.

Once you can connect your account and get your latest online transactions, here is the reference you can review and put into the correct accounts in QBO: Categorize and match online bank transactions in QuickBooks Online.

Keep on coming back for more queries about QuickBooks Online. The Community is available 24/7 to assist you. 

You are joking, right?  Do you know how many  hours I have spent contacting your support team?  I was told that there is an investigation specifically to this problem and that I will be contacted when the engineers can get to me.  As I stands today, I will be working nights and weekends to perform basic duties if I want to have a Christmas due to all the time I have spent on this.  The case number is 80164 can you support me by looking into that case because I have tons and tons of work to manually perform.

This answers my question. Thank you

It's not just Bank of America. I use QBO and my bank is Idaho First Bank. I haven't been able to download transactions since 11/14. I update and get the message that it's all caught up but the transactions do not download. I have a case # open and have called the QBO support team four times since this issue began. Nothing has been resolved. Supposedly, my case is in level 3 support, but there has been no response regarding the case. This is totally unacceptable!

I appreciate you for getting back to us, michelleeckhart.

Upon checking, the investigation about updating transactions for Bank of America and Idaho bank is still ongoing. And since you already have a case number, rest assured one of our phone agents will get in touch with you with an updates.

I'll also forward your thoughts to our Communications team. This way, we'll have an agent contact you the soonest.

You can pin this link as your guide in categorizing transactions once the issue has been resolved: Categorize and match online bank transactions in QuickBooks Online.

I'll be around whenever you need help with the categorization process.

I came in to this auto email this morning, it came in on Friday at 6:00 pm:

You recently contacted a member of our support staff regarding unexpected behavior experienced in one of our products. Regretfully at that time we were unable to completely resolve your inquiry and promised to send you periodic updates to keep you informed.

Here is the latest update:

This has been raised to the banking engineers to understand why this unexpected behavior is happening. 

Our next scheduled update will be: Fri Dec 16 20:00:00 GMT 2022

We thank you for your patience.

This is in reference to support contact Case Number 1590995352

Same happening with me, since around 11-28-2022. My bank account will load, but not the Chase Visa or the American Express. I do not want to manually download and enter the payments made for bills, or the charges made on the employee cards. I have done 3 chats on the QB Online help desk. Told that engineers are aware of the problem. 

It is with American Express and Chase Bank on my end. 

It's nice to know that it's other entities and not just Bank of America.  I was thinking about switching banks to solve the problem but apparently it's QB and not the banks.  That was the hardest part in the beginning, (not knowing who to go to). 

The link to my bank account stopped working again.  It says that I am all caught up and it brought nothing over I disconnected and reconnected and now my bank balance is zero and no new transactions came over.  All the other accounts, credit card, payroll and savings seem to be working but not the checking.  I was down with no accounts working from 11-7 to 12-7.  Can you find out what you did to fix it and go in and do it again, please.  It's just the checking and I need everything from 12-14-22 and then linked back up and working again.  I hope and pray that I am not down for another month.  

Let me provide some information about Bank of America's bank transactions, KS1966.

For now, there's an ongoing issue about missing transactions or not being able to download some transactions with Bank of America. Our engineers are working to get this resolved as quickly as possible.

In the meantime, you can do a manual update to refresh the connection. This updates all your connected bank and credit card accounts. 

1. Go to Bookkeeping, select Transactions, then Bank transactions.
2. Click Update.

I would also recommend reaching out to our support team so they can add you as one of the affected users. Once there's an update, you'll be notified through your email. 

In case you need to bring in transactions while QuickBooks won't download them yet, you can manually import them. I'm adding this article for your future reference: Manually Upload Transactions In QuickBooks Online.

Keep in touch if you have questions about downloaded transactions. I'll be right here to help.

I got my 2023 update and they told me that everything would work my banking transactions were supposed to be downloaded and I’ve got three weeks worth. It will not download I’m going in circles in QuickBooks. It’s not helping me at all.

Hello, backtoeden1995.

This shouldn't have happened especially you already updated your QuickBooks Desktop 2023 edition. I'm here to help you download your banking transactions.

Can you share the name of your financial institution? We can refresh your connection to get those transactions if it's Bank of America.

To get started, let's switched from Express to Advanced mode or vice versa.

Here's how:

1. Go to the Edit menu.
2. Select Preferences.
3. Click Checking, then Company Preference tab.
4. Toggle between Express Mode and Advanced Mode.
5. Hit OK.

After that, you can disconnect all related accounts to make sure there are no issues. Then, set up your bank account again.

Here's how:

1. Go to Banking and select Bank Feeds, then select Set Up Bank Feed for an Account.
2. Enter the account name and select Next.
   Note: Use the updated account name shown in the Account reconnection required list and return here to complete Step 4.
3. You’ll see the My Company sign in page. Sign in using your Intuit Account user ID.
4. Enter your online banking account info, then click Connect. QuickBooks will connect to the bank’s server.
   Note: Your bank may prompt you for a one-time password (OTP).
5. Select the account(s) you want to connect to QuickBooks, then hit Connect.
6. Select Close.

Once everything is ready, you may use Express Web Connect to download transactions. By doing this, the most recent transactions will automatically download the next time you access bank feeds.

Here's how:

1. Go to Banking and select Bank Feeds, then select Bank Feeds Center.
2. Select the account you need to download.
3. Click Download Transactions.
4. Once completed, select Transaction List to process the transactions.

In addition, I've added this resource for your reference to add and match downloaded transactions: Add and match Bank Feed transactions in QuickBooks Desktop.

Feel free to get back to this thread if you need further assistance with bank feeds. We're just one comment away. Have a great day.

Same here, my bank is AFFCU and the checking account won't load new transactions since December 9. Super frustrating, I have already called my bank and they confirmed that everything is working well on their end. I kinda suspect that QB had a data breach with the checking accounts which is why those aren't working right now. I am using QB online btw

Hello there, @Ybowersox. 

Thank you for reaching out to us regarding the issue you are facing with downloading transactions from your bank account. I appreciate the initial steps that you have taken to try and solve this issue. I would be glad to assist you further and find the root cause of the problem. 

Before we proceed, could you please let me know if you have encountered any error messages while downloading the transactions from AFFU Bank? This information will help me provide you with the appropriate solution for this issue.

In the meantime, you manually download your transactions in QuickBooks Online. I'll show you how:

1. Click on Bookkeeping then select Transactions then go to Bank transactions.
2. Tick on the blue tile for the account you want to upload the transactions into.
3. Choose the Link account ▼ dropdown and then select Upload from file.
4. Select on Browse and then click on the file you downloaded from your bank. Then hit Next.
5. From the QuickBooks account ▼ dropdown, choose the account you want to upload the transactions into. Then click Next.
6. Go through the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then click Next.

For more information on how you can handle transactions in QBO, check out this link: Manually upload transactions into QuickBooks Online.

If the issue persists, I suggest contacting our QuickBooks Support Team for further assistance. They can provide in-depth troubleshooting steps to resolve this issue, and also create an investigation ticket if other users are experiencing the same. To contact them, please follow the steps below:

1. Sign in to your QuickBooks Online account.
2. Click the Help button.
3. In the QuickBooks Assistance chatbox, select Talk to a human and choose I still need a human.
4. Select Contact Us.

If you need help reconciling an account, here's an article that provides detailed instructions: Reconcile an account in QuickBooks Online.

Once your transactions are downloaded, you have to review and categorize them to keep your financial data accurate.

If you require further support while managing your bank transactions, please feel free to comment below, and I'll be happy to assist you.

It's May 2024 and QB Desktop Pro Plus 2022 STILL WILL NOT download transactions from Bank of America. The account balance updates fine, but no transactions will download. I have tried all of the "support fixes" and nothing works. Manually entering and reconciling data is very frustrating. 

We value the time and effort in resolving this matter, GBAviation. Let me direct you to the appropriate support team who can further check and investigate this issue.

When faced with a situation like this one, I recommend contacting our Customer Care Team so they can review your account in a secure environment and conduct further investigation as to why you're experiencing this issue. 

Here's a step-by-step guide on how to reach our support team:

1. On the top menu bar, go to Help.
2. Click QuickBooks Desktop Help/Contact Us.
3. Press the Contact Us button.
4. Describe the issue you're experiencing, and then select Continue.
5. Sign in to your Intuit account, and then enter the code you receive in your email.
6. Choose to either Chat with us or Have us call you.

You can check out this article for our support hours so your concern gets addressed promptly: Contact QuickBooks Desktop support.

If you have other banking-related concerns or need further guidance managing your transactions, let me know in the comment section below. I'll provide the assistance you need, GBAviation.