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You've come to the right place for assistance, @bricajo.
I can understand the challenges you've faced while waiting for the connection in your bank account for over a month.
Let me assist you with this and help you get through it.
To start, have you encountered any errors from your bank? If you could provide a screenshot, it would be highly appreciated.
In the meantime, we can manually refresh your transactions, as this will update all your connected bank and credit card accounts.
Here's how:
Additionally, I recommend checking your bank's website for alerts and notifications. If there are any, you can manually upload your bank to bring your transactions.
Once all your transactions are in, you can check this article to learn how to review downloaded bank and credit card transactions: Categorize online bank transactions in QuickBooks Online.
I'll be around anytime in this forum if there's anything else you need help with when managing your bank transactions. Let me know below so I can provide further assistance. Keep safe, and have a good one.
I have spent many hours with TD Bank support, and it appears it is not their issue. I was told by QB support it is a known issue since early February, they are "working on it" and they would update me. So far, no updates, no "working on it", no nothing.
Won't let me add a screenshot.
I can update all my banking except TD Bank. If you know how to get the attention of the engineering team, or anyone who is responsible for seeing that they take care of things like this it would be greatly appreciated.
I have spent many hours with TD Bank support, and it appears it is not their issue. I was told by QB support it is a known issue since early February, they are "working on it" and they would update me. So far, no updates, no "working on it", no nothing.
Screenshot attached.
I can update all my banking except TD Bank. If you know how to get the attention of the engineering team, or anyone who is responsible for seeing that they take care of things like this it would be greatly appreciated.
WE are still down. Any ideas?
Hi there, @bricajo. We'll point you in the right direction to help you address this situation and connect TB Bank to QuickBooks Online (QBO).
Before doing so, please know that the investigation is still in progress and that our engineers are gathering more details to help resolve this matter. If you wish to get added to the list of affected users and receive updates about the investigation, we recommend contacting our Customer Care Team. These are the steps:
For more information, please see this page: QuickBooks Online Support.
After connecting TD bank and handling your bank transactions inside QBO, we recommend checking this article to help you reconcile an account inside the program: Reconcile an account in QuickBooks Online.
The Community team is always ready to help if you have additional concerns about handling bank accounts or transactions inside QuickBooks. Feel free to visit us anytime or utilize the comment section below so we can respond as soon as possible. Keep safe.
Kurt - thank you for your feedback.
I have spoken with support three times in the last month. I was told initially (weeks ago) that I was added to the list of affected users, but I have not received any information at all.
I also spoke at great lengths with the TD Bank team to determine the issue was not on their end.
It's very disappointing to hear that the QB engineering team is still gathering information at this stage. I was initially told that this investigation started in early April.
Can you please find out when I can expect this product to be working again? AS I'm sure you know, if there is no deadline it could go on indefinitely.
Thanks in advance.
--Steve
I can see the urgency of getting this resolved, bricajo.
Please know that the investigation is still ongoing, and we don't have a specific timeframe for when the next update will be released. I see that you've been affected by this, and I want to assure you that as soon as there are any changes in the status of the investigation, you'll receive an update. Your understanding and patience are greatly appreciated.
You can also consider manually uploading transactions into QuickBooks Online while waiting for the investigation to be resolved.
Afterward, you can utilize this article whenever you're ready to reconcile your account: Reconcile an account in QuickBooks Online.
We're still here to provide the necessary help whenever you need us. Just let us know by posting here in the Community forum or by leaving your concerns in the comment section.
Do any of the responders on this thread actually work for intuit, or are the just community members? Sorry, I just don't understand how this works.
Thank you for responding on this thread, @bricajo. Let me share more insights about our Community members.
The QuickBooks Community is a public forum where all members and users can reply to the thread to share information and solutions with others. To check if a user who replied on the thread is working at QuickBooks, they should have the EMPL, Admin, Moderator, or QuickBooks Team badge or indicator beside their names.
Moreover, let me share this article to help you guide you on connecting your bank to QBO: Connect bank and credit card accounts to QuickBooks Online.
I'll be here if you still have questions about our Community. Have a great day, and take care.
Well first of all, thank you to all the posters here. And thank you for posting all to the "how to connect to banks" posts. I do not need any of those tips though. I have been a quicken user since the 1980's and a quickbooks user for half a dozen years. Many companies. Many banks.
I apologize If I haven't made myself clear. This is a known "issue" for Quickbooks. It is not a user issue and it is not a bank issue. It is a Quickbooks issue. Specifically, it is an engineering issue. If you want to help call engineering. Ask them what the issue is and how long it is going to take to fix it. Then call customer service and ask them if a user should pay for the service while it is not working.
I have been told on numerous occasions by customer service people that they have forwarded my information, screenshots, etc. to engineering and that they will update me when they hear back from engineering.
There has been no response from engineering. Nothing. In two months. Nothing. Nothing further from customer service. Nothing.
Quicken team people - what do you think I should do? Wait it out. Or quit and find another service?
Your advice to manually update/download the qbo file for TD Bank DOES NOT WORK. I have multiple QBO/TD Bank & QBD/TD Bank clients, and I have not been able to reconnect either QBO or QBD to TD Bank to download transactions. I have also NOT been able to manually import transactions to QBO or QBD for any of the affected clients. I have not personally contacted QuickBooks customer support, because, to be honest, who has the time!?! I would say that well over a month should be quite enough time for a product as large as QB to fix the issue.
Your advice to manually update/download the qbo file for TD Bank DOES NOT WORK. I have multiple QBO/TD Bank & QBD/TD Bank clients, and I have not been able to reconnect either QBO or QBD to TD Bank to download transactions. I have also NOT been able to manually import transactions to QBO or QBD for any of the affected clients. I have not personally contacted QuickBooks customer support, because, to be honest, who has the time!?! I would say that well over a month should be quite enough time for a product as large as QB to fix the issue.
I appreciate you for sharing this to us, Ann. You have me while facing this challenges about the bank connection concern in QuickBooks Online.
There are ongoing cases of the same issue about connecting banks specific to your financial institution. In your situation, contacting our phone representative is advised as this will allow them to review your account. Once confirmed, you will be added as one of the affected users.
Thus, we encourage you to contact our phone assistant to investigate the issue further and trace your account status. If you have any specific questions or areas you'd like to know more about, see this to ask our QuickBooks Online support team. The support hours is also available in the link provided.
Follow this guide:
Additionally, you may also want to consider scanning this pages, if you encountered other type error codes while handling your banking tasks:
Please know that we are here to uphold your expanding industry. Keep me notified via your email about bank connection concerns in QuickBooks Online. May you have a fabulous day.
Reading this reply you obviously haven’t reviewed this thread.
Please re-review and reply appropriately, unless you’re a bot which I strongly suspect .
—Steve
Ann Hill - this issue is known to QuickBooks since APRIL 10th. Unfortunately you are not going to get any help here. Been here, done that.
My son who is a programmer was here over this past weekend. He ran a debugging app on the errors as we tried to connect to TD Bank, and while he can’t see very much he suspects it is an authorization issue on the TD side, possibly from 2FA. They must have changed something on their end and QB has no idea what to do to fix it.
I have quickbooks desktop for MAC. Everything was working fine with TD Bank online banking in quickbooks till I updated quickbooks to their latest update. Voila - Online banking stops working. I have been on numerous calls with quickbooks support including three way conference call with TD Bank who claim that they are not seeing any request come in from quickbooks trying to connect. So the problem is on QB side. However Intuit has thrown their hands up in the air and sent me this email.
Dear Valued Customer,
We appreciate your patience while our engineers have investigated this unexpected behavior you’re seeing in your bank feed. Their investigation has concluded, and did not find any issues with the connection between QuickBooks and TD Bank. From the log files collected, there are messages that show the bank has recently gone through a security upgrade. This might require you to contact them in order to make sure your account is set up to allow access by third party programs like QuickBooks.
If you are still seeing this General Error after working with your bank's support, then we ask you contact us to provide the following information:
Have a good day.
QuickBooks Care Team
I am very disappointed with Intuit and am considering dropping their subscription.
I have quickbooks desktop for MAC. Everything was working fine with TD Bank online banking in quickbooks till I updated quickbooks to their latest update. Voila - Online banking stops working. I have been on numerous calls with quickbooks support including three way conference call with TD Bank who claim that they are not seeing any request come in from quickbooks trying to connect. So the problem is on QB side. However Intuit has thrown their hands up in the air and sent me this email.
Dear Valued Customer,
We appreciate your patience while our engineers have investigated this unexpected behavior you’re seeing in your bank feed. Their investigation has concluded, and did not find any issues with the connection between QuickBooks and TD Bank. From the log files collected, there are messages that show the bank has recently gone through a security upgrade. This might require you to contact them in order to make sure your account is set up to allow access by third party programs like QuickBooks.
If you are still seeing this General Error after working with your bank's support, then we ask you contact us to provide the following information:
QB is of no help. If you find a substitute program please let me know. Thanks. —Steve
I honestly think the problem is TD Bank as I have multiple bank and the only accounts giving me trouble are TD Bank. TD Bank is possibly one of the worst banks to use if you run a business. This is incredible. I have been dealing with this same issue as the rest in this thread with no results for months. Hours on the phone with QBO and just waiting weeks for a reply. Unacceptable.
It cannot be that hard for Intuit to figure this out for their customers. Instead of asking customers to collect logs from the bank, I have to advise Intuit to do this testing themselves and show to us paying customers that the connection from Quickbooks desktop works with TD Bank. I was shocked when the Intuit agent suggested I change my bank.
Right now the ball seems to be in TD Bank's court. They changed their authorizations somehow and the new protocols are rejecting Quickbooks. You would think Quickbooks could figure this out on their end, but apparently not. And TD Bank doesn't seem to be helping or care at all.
it finally worked when you log in online and not through the qbo app. so go to qbo and log in by the url.
and then link acct.. it will connect the TDbank
Quickbooks says it is TD Bank and TD Bank says it is Quickbooks. looks like there is some kind of spat going on between the 2 of them.
Nope.
Does not work.
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