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carrie26
Level 1

My Capital One Accounts have not updated since July. I know there is a new authorization, but I don't have any notifications. How do I update without losing old data?

 
6 Comments 6
GlinetteC
Moderator

My Capital One Accounts have not updated since July. I know there is a new authorization, but I don't have any notifications. How do I update without losing old data?

I know how important it is to ensure your bank feeds are updating properly for your Capital One account, carrie26. Not to worry, I'm here to help.

 

Let's start by manually updating the bank account. This refreshes the connections between your bank's website and QuickBooks Online. Here's how:

 

  1. Got to the Banking menu and select Banking.
  2. Click Update.

If in case you're getting a specific error when trying to update the account, please check this article and search for the error message to resolve the error.

 

In the meantime, you can manually upload your transactions by following the steps listed here: Manually upload transactions into QuickBooks Online

 

Once the transactions are already downloaded, you can continue matching and categorizing them.

 

Keep me posted if you have any banking concerns. I'm always here to help.

carrie26
Level 1

My Capital One Accounts have not updated since July. I know there is a new authorization, but I don't have any notifications. How do I update without losing old data?

Thanks, but I've been doing that for months with no result. This is a result of the OAuth conversion. I've tried everything I could find in help sections, it refers to a notification or an email that I was supposed to get but never received. There is no specific error, and no way to manually update the account that I could find.

carrie26
Level 1

My Capital One Accounts have not updated since July. I know there is a new authorization, but I don't have any notifications. How do I update without losing old data?

Thanks for your reply. This is what I've been doing literally for months with no result. From what I've read, this disconnect is from the OAuth conversion. I was supposed to receive a notification per the help article, but never did. There also doesn't seem to be a manual way to update these accounts. If you search OAuth conversion, I've completed all the suggested steps outlined in those articles.

 

Is there something else?

Joesem M
QuickBooks Team

My Capital One Accounts have not updated since July. I know there is a new authorization, but I don't have any notifications. How do I update without losing old data?

Thanks for getting back to us, @carrie26.

 

There's a community dedicated to developers and integrating other websites with QuickBooks. I recommend that you sign up and post this question to our separate online forum called Intuit Developer Community.

 

This site contains resources for software development, as well as the ability to ask fellow developers questions. Our Intuit Developer can help you with the OAuth conversion, so you'll get updated transactions.

 

To reach them here's how:

 

  1. Visit this page: Intuit Developer Support.
  2. Under What do you need help with? section, select OAuth 2.o.
  3. Hit the Ask a question button.
  4. Sign in using your Intuit Developer credentials. If you don't have any, tap Create Account.
  5. Type in your question, then press Ask.

 

You can also click the Articles button. It provides helpful resources that might help you navigate your account and answers to How do I questions.

 

If there's anything else that I can help you with, let me know in the comments. I'll be here to lend a hand.

sealitwp
Level 1

My Capital One Accounts have not updated since July. I know there is a new authorization, but I don't have any notifications. How do I update without losing old data?

Have you resolved this issue?

Tori B
QuickBooks Team

My Capital One Accounts have not updated since July. I know there is a new authorization, but I don't have any notifications. How do I update without losing old data?

Hey there, @sealitwp.

 

Thanks for following the thread. I hope you're enjoying the day so far. 

 

There are a few things that have changed with the connection with Captial One. I recommend contacting our technical support team. They have the tools available to review your account in a secure environment and can connect the account for you. I've included the steps to contact support below. 

 

  1. Sign in to your QuickBooks Online company.
  2. Hit Help (?) at the top right.
  3. Enter your concern, then tap Let's talk.
  4. Click on Contact Us to connect with a live support agent.
  5. Choose a way to connect with us (Callback, Chat, Etc.).

Please do let me know if you have additional questions or concerns. You can always reach out to the Community any time you need a helping hand. Take care! 

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