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offside1907
Level 1

My capital one checking and savings accounts stopped auto updating march 2020. i can only manually transfer transactions. can anyone offer any solution? thanks!

there is no way to edit account info, btw. it's not an option. my capital one credit card is updating. i also just got an email noting that my issue got fixed but of course it's not.
8 Comments 8
Mich_S
QuickBooks Team

My capital one checking and savings accounts stopped auto updating march 2020. i can only manually transfer transactions. can anyone offer any solution? thanks!

Thank you for utilizing the Community, @offside1907.

 

Allow me to help you update the bank transactions automatically.

 

If a bank account has been disconnected to QuickBooks Online, it will no longer upload transactions automatically. In case the bank account is still connected, you can disconnect then reconnect it again. This way we can refresh the connection between the bank and QBO.

 

Here's how you can disconnect a bank account:

  1. From the left pane, select Banking.
  2. Select the appropriate bank account you want to disconnect.
  3. Click the pencil icon, then select Edit account info.
  4. Put a checkmark in the Disconnect this account on save checkbox.
  5. Hit Save and Close.

Once done, you can now reconnect the bank account and upload transactions manually.

 

Feel free to read this article for more details: Manually upload transactions into QuickBooks Online.

 

Please let me know if I can be of any help. Stay safe and have a great week!

 

offside1907
Level 1

My capital one checking and savings accounts stopped auto updating march 2020. i can only manually transfer transactions. can anyone offer any solution? thanks!

the solution you are suggesting is not possible. that icon is simply missing. the tech people wouldn't believe me until they verified it with screen sharing. they said it was a glitch and new updated will probably fix it. that was a year ago and still no remedy.

offside1907
Level 1

My capital one checking and savings accounts stopped auto updating march 2020. i can only manually transfer transactions. can anyone offer any solution? thanks!

still no solution.

Fiat Lux - ASIA
Level 15

My capital one checking and savings accounts stopped auto updating march 2020. i can only manually transfer transactions. can anyone offer any solution? thanks!

@offside1907 

Utilize the trial version of SlickConnect to isolate the issue. If the same error persists, the problem is your bank.

https://www.moneythumb.com/?ref=110

 

offside1907
Level 1

My capital one checking and savings accounts stopped auto updating march 2020. i can only manually transfer transactions. can anyone offer any solution? thanks!

i know that there are other accounting softwares but i need solution to my quickbooks problem

Candice C
QuickBooks Team

My capital one checking and savings accounts stopped auto updating march 2020. i can only manually transfer transactions. can anyone offer any solution? thanks!

Good afternoon, @offside1907

 

Thanks for reaching back out to the Community with your question about your Capital One checking and savings account. I hate to hear that you still haven't got a solution to this problem. However, I'm here to get you on the right path so that you can get back on track with your business. 

 

Since you've already tried troubleshooting the system, I recommend contacting our Customer Support Team again. This time let's ensure them that you've already got in touch with the support team before about this problem and that it's still occurring. They'll be able to escalate the issue if need be. Here's how: 

 

  1. Go to the Help icon in the top right-hand corner.
  2. Click the Contact Us button. 
  3. Enter a brief description of the issue in the box and tap Let's talk
  4. Scroll down and select to Get a callback

 

In the meantime, you can manually import the transactions into the bank feed. 

 

Let me know how the phone call goes. I want to make sure all of your concerns are addressed. I'm only a reply away if you need me. Bye for now!

offside1907
Level 1

My capital one checking and savings accounts stopped auto updating march 2020. i can only manually transfer transactions. can anyone offer any solution? thanks!

there is no option to talk. only to ask community or message chat. i tried chatting 3 times but gave up after waiting for over half an hour each time. the customer service basically doesn't exist.

 

JessT
Moderator

My capital one checking and savings accounts stopped auto updating march 2020. i can only manually transfer transactions. can anyone offer any solution? thanks!

Thanks for trying, offside1907.

 

Our Support team is open on weekdays from 6 AM to 6 PM PT. I suggest contacting them at an earlier time where the chat volume is still low. I know you've already tried 3x and that's why you're posting here. However, we've already provided the steps that we can suggest from here so this needs further checking with them. They have more tools to check online banking issues.

 

In the meantime, you can upload the transactions of the affected period to keep your books updated.

 

If you have other questions about online banking, just send a reply, and we'll be assisting you again. Have a good day ahead!

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