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iusckeeper
Level 1

Partial sync feed happened, then a manual import failed, see screenshot.

I'm stumped. I was away from my books for too long (5 months from last sync) and for some reason only the last 2 months synced. I then downloaded the missing three months for a manual import, but for some reason, it's trying to create another bank account (When I select the drop down next to "Use an existing QuickBooks account" it does not list my bank account and only has the option to add new). This is the same bank, just a different method of getting my transactions into QuickBooks. I attached a screenshot to show what I'm talking about. For some reason, the syncing uses the "DC" bank and the manual is associated with "WC". 

 

Any ideas why it omitted those three months? And how do I get these transactions into the corresponding bank account in QB? Thank you for the help!

 

Axos import.PNG

 

Solved
Best answer July 20, 2021

Best Answers
AlexV
QuickBooks Team

Partial sync feed happened, then a manual import failed, see screenshot.

Hello iusckeeper!

 

Let me join this post so I can help you in fixing the web connect issue.

 

First, please update your QuickBooks Desktop. You can find the detailed steps here: Update QuickBooks Desktop to the latest release. This is to ensure that you installed the latest fixes and patches.

 

Ideally, all accounts should show when you select Use an existing QuickBooks account. If this behavior persists, I'd still recommend creating a new account and merge them. This fixes banking errors so you can import the transactions.

 

Before we proceed to the process, make sure to create a backup company file and temporarily turn off the bank feeds. Then, follow the steps shared by Angelyn_T on how to create a new account. Once done, follow these steps:

  1. From the Chart of Accounts page, copy the exact name of the account you want to keep.
  2. Right-click the other account you don’t want to use, then select Edit.
  3. Paste the name you copied, then select Save & Close.
  4. Select Yes to merge them.

 

The transactions from the two accounts will be saved on the account you keep. You can link your online banking again to QuickBooks Desktop. Follow the steps in the Download your transactions with Direct Connect section from this link: Set up bank accounts for Bank Feeds in QuickBooks Desktop.

 

Additionally, I've added two more articles you can check. These will show you what to do next once the transactions are imported and additional steps if you encounter similar behavior in banking:

 

Leave a comment here if you need more help. We'll reply as soon as we can.

View solution in original post

4 Comments 4
Angelyn_T
QuickBooks Team

Partial sync feed happened, then a manual import failed, see screenshot.

Hi there, @iusckeeper. It's my priority to help you with adding your bank transactions to QuickBook Desktop (QBDT).

 

The system stops downloading your bank entry if there are issues with the connection between QBDT and your bank. Thus, you need to upload your statements manually to add them to QuickBooks. 

 

To get started, please make sure to open the correct QBDT file to avoid errors like no account is showing up under the Use an existing QuickBooks account drop-down menu. In case you're getting the same result, you can proceed with setting up a new account to upload your transactions to QuickBooks successfully. 

 

  1. Go to the Lists menu, then select Chart of Accounts.
  2. From the Account dropdown, select New.
  3. Select an account type, then select Continue.
  4. Complete the account details.
  5. Tap on the Save & Close button.

 

After that, you're now ready to import your file to QuickBooks Desktop.

 

Once the transactions are available in QBDT, you're now ready to review and categorize them.

 

Please keep in touch with me if you need more help with uploading your bank transactions to QuickBooks. I'm determined to help. Have a great day!

iusckeeper
Level 1

Partial sync feed happened, then a manual import failed, see screenshot.

Thanks for the reply. Creating a new bank account creates additional problems. This is not a new bank account; it is the same one, but the QBO file is telling QB it's not the same account. I can't have two different bank type accounts for the same bank. If I create a new account for these transactions to be listed under, there then is not a way for me to review and categorize them into the bank account that I have been using for years with the sync feed option. What do I need to edit within the QBO file to make it recognize that the upload of transactions should go under the existing bank account. Some unique identifier must not match. 

AlexV
QuickBooks Team

Partial sync feed happened, then a manual import failed, see screenshot.

Hello iusckeeper!

 

Let me join this post so I can help you in fixing the web connect issue.

 

First, please update your QuickBooks Desktop. You can find the detailed steps here: Update QuickBooks Desktop to the latest release. This is to ensure that you installed the latest fixes and patches.

 

Ideally, all accounts should show when you select Use an existing QuickBooks account. If this behavior persists, I'd still recommend creating a new account and merge them. This fixes banking errors so you can import the transactions.

 

Before we proceed to the process, make sure to create a backup company file and temporarily turn off the bank feeds. Then, follow the steps shared by Angelyn_T on how to create a new account. Once done, follow these steps:

  1. From the Chart of Accounts page, copy the exact name of the account you want to keep.
  2. Right-click the other account you don’t want to use, then select Edit.
  3. Paste the name you copied, then select Save & Close.
  4. Select Yes to merge them.

 

The transactions from the two accounts will be saved on the account you keep. You can link your online banking again to QuickBooks Desktop. Follow the steps in the Download your transactions with Direct Connect section from this link: Set up bank accounts for Bank Feeds in QuickBooks Desktop.

 

Additionally, I've added two more articles you can check. These will show you what to do next once the transactions are imported and additional steps if you encounter similar behavior in banking:

 

Leave a comment here if you need more help. We'll reply as soon as we can.

View solution in original post

iusckeeper
Level 1

Partial sync feed happened, then a manual import failed, see screenshot.

This worked as a work-around solution. Thank you!

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