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Level 2

PNC Bank Transaction Download - still unable to connect to download transactions for almost a month now. Message keeps saying try again. Anyone else seeing this issue?

 
15 Comments
QuickBooks Team

Re: PNC Bank Transaction Download - still unable to connect to download transactions for almost a...

 

Thanks for posting in the Community page, @PlayaRoundGolf.

Recently, we found an issue with the connection between your financial institution and QuickBooks. Our engineers already investigated the cause of this unexpected behavior. This is the main reason why you’re unable to connect and can’t upload any transactions.

In the meantime, let’s do the manual process on how to upload transactions into QuickBooks Online. I’ll show you how:

  1. Go to Banking.
  2. Click the drop-down button beside Update.
  3. Select File upload.
  4. Click Browse, then select the file to upload.
  5. Hit Upload transaction.

These articles will help you know the whole process in uploading transactions:


Please let me know if you need anything else. I’ll be around to help. Have a good one!

Level 2

Re: PNC Bank Transaction Download - still unable to connect to download transactions for almost a...

Thank you. Yes, I've been doing this each week for almost a month and with 7 checking accounts, it's getting frustrating. Downloaded credit card charges posted as CC-Credits. Not sure why this happened this way. I looked at the file and since there was only one amount, I set the parameters to 1 amount field. Suggestions as how to download credit card charges?

QuickBooks Team

Re: PNC Bank Transaction Download - still unable to connect to download transactions for almost a...

Hi there, PlayaRoundGolf,

 

Great job for manually importing transactions to QuickBooks. This is the workaround while our Online Banking Team and your financial institution are working together to fix the error on your bank feeds.

 

Allow me to step in and provide the solution on how to download credit card charges posted as credits.

 

QuickBooks lets you import credit card charges from your bank. What you need to do is download them using Excel .CSV file. Then, use either a 3-column or 4-column format.

 

The 3-column format lets you enter a negative amount for the credit. While 4-column has both a credit and debit field. Here's an article that provides screenshots for your guidance: Import bank transactions using Excel CSV files

 

After that, you can then import credit card transactions. To do so, please follow the steps outlined below:

  1. Go to Banking from the left navigation bar.
  2. Click the drop-down arrow beside Update, then select File upload.
  3. Click Browse to attach the downloaded CSV file, then click Next.
  4. From the QuickBooks Account drop-down list, select the credit card account, then click Next.
  5. Map fields according to your CSV format, then click Next.
  6. Click Yes when prompted to import now.
  7. Click Let's go once ready to import them.

Once done, start categorizing those entries on the For Review tab. Feel free to read through this article: Assign, categorize, edit, and add your downloaded banking transactions for more details.

 

Keep me posted if you need additional information and I'll get back to you.

Level 1

Re: PNC Bank Transaction Download - still unable to connect to download transactions for almost a...

This workaround is not acceptable.  I've been dealing with this on and off for 2 months.  

 

Even when manually importing records - occasionally the system will randomly download transactions through the  bank connection.  This creates duplicates and a reconciliation nightmare.

 

In the last 2 weeks, I've spent more time dealing with this than is worth this product.

 

Please provide a solid resolution time frame asap.

 

QuickBooks Team

Re: PNC Bank Transaction Download - still unable to connect to download transactions for almost a...

Hi there, @PlayaRoundGolf . 

 

Thanks for getting back and sharing the steps you’ve taken so far.  


Since you've already tried all the recommended troubleshooting steps above. I recommend contacting our QuickBooks Care Support further investigation and check the cause of this bank transaction issue.  


Here’s how you can reach us:  


1. Select Help (?) at the right top. 
2. Click Contact Us to connect with a live support agent. 
3. Enter a brief discussion of your concern, then click Let’s talk
4. Choose a way to connect with us through. 
• Get a callback 
• Start a chat 


I appreciate your patience. Please let me know if you need anything else about bank transaction. 

Level 1

Re: PNC Bank Transaction Download - still unable to connect to download transactions for almost a...

I am also having this issue with several client's books, have reported the issue yet it persists. Oddly though, it is not on ALL PNC accounts- some accounts are connected just fine

QuickBooks Team

Re: PNC Bank Transaction Download - still unable to connect to download transactions for almost a...

Hello, @droth1.

 

Thanks for joining this thread.

 

I appreciate your effort in contacting our Customer Support Team to report the issue. Have you tried the recommended solutions stated in the article given by my colleague? If not, let's perform the troubleshooting steps so we can fix the issue.

 

Please refer to this article for more tips on fixing bank transactions can't download: What to do if bank transactions won’t download.

 

You might need this resource page for future reference in case you want to learn more about assigning and categorize the bank transaction in QuickBooks Online: Assign, categorize, edit, and add your downloaded banking transactions.

 

Please know that you're always welcome to post if you have any other concerns. Community Team will always here to help.

Level 2

Re: PNC Bank Transaction Download - still unable to connect to download transactions for almost a month now. Message keeps saying try again. Anyone else seeing this issue?

yes and i recieved no help , i wonder what i am paying for

 

Level 2

Re: PNC Bank Transaction Download - still unable to connect to download transactions for almost a...

You cant manually upload from Pnc so what are our options

Level 2

Re: PNC Bank Transaction Download - still unable to connect to download transactions for almost a...

I have tried every work around, cant upload manually from pnc and have spent countless hours with customer service so now what because I am ready to cancel the whole thing

Moderator

Re: PNC Bank Transaction Download - still unable to connect to download transactions for almost a...

I'm here to lend a hand, @mccrusing.

 

I can share information with you on what are the things that you need to keep in mind prior to importing bank transactions in QuickBooks Online.

 

Before importing, ensure that your CSV (or Excel) file format is accurate. Since if you try to upload an incorrectly-formatted file, you will receive an error message

 

Here are some formatting restrictions for CSV files:

  • Special characters are not allowed:
    • Characters such as #, %, and & anywhere in the file.
    • Using brackets ( ) for negative amounts: (234) should be -234.
    • Currency symbols: $234 should be 234.
    • Commas to separate thousands (2, 111 should be 2111).
  • Remove zeros (0) from the file and leave those cells blank.
  • Correct any transactions that display a number in the Description column.
  • Remove the word amount if it appears in the name of the Credit or Debit column (Credit amount and Debit amount are incorrect).
  • MAC users must save the file as a Windows CSV file.
  • Correct and standardize the Date format to a single format (for example, dd/mm/yyyy).
  • Some banks provide the day of the week and include it in the Date column (for example, 20/11/2018 TUE), which is not an acceptable format. 

Once verified, you can now import your transactions by following the steps on the below articles:

If you have any questions between now and then when importing, don't hesitate to let me know. I'm here to help. Have a great day!

 

Level 1

Re: PNC Bank Transaction Download - still unable to connect to download transactions for almost a...

I also had this problem.  I had to disconnect each account and then re-establish the connection. Go to chart of accounts, click edit, check box to de-activate connection with bank. Don’t freak out when you go back to banking it will be gone from top line. Do update again and QB will take you to pnc and you can pick the account you want to add. I did mine one at a time to be safe. Or  call pnc and ask for QB specialist. I had to do this a couple of times before they all synced properly again. Pnc changed their server security. Still can’t get downloaded transactions to find match in the register. I have to manually find match.  Annoying to say the least. Anyone have fix for that?  Good luck!

QuickBooks Team

Re: PNC Bank Transaction Download - still unable to connect to download transactions for almost a...

Thanks for joining this thread, @Jkellner.

 

Our engineers are still working on this. As of this moment, the step that you've taken is the recommended workaround provided by our engineers. Your patience is greatly appreciated while they are working on this to provide the best solution.

 

I recommend contacting our QuickBooks Online Support Team to add your account to the list of affected users. Here's how:
 

  1. Select Help (?) at the top right.
  2. Click the Contact Us button.
  3. Enter "Downloaded transactions are not matching" in the description box.
  4. Hit Let's talk.
  5. Select Get a callback or Start messaging.

Contact support 1.png Contact support 2.png

 

Feel free to drop a comment below if you need further assistance. I'll gladly help.

Level 1

Re: PNC Bank Transaction Download - still unable to connect to download transactions for almost a...

i tried this and was able to correct my date, however the column of money is only a Positive number and the debit or credit designation is in another column.  When I upload they do not designate anything as a debit.   Same issues this guy is having.  I have a Mac i downloaded in CSV then corrected it.  I saved in both XLS and CSV neither will upload to quickbooks.

QuickBooks Team

Re: PNC Bank Transaction Download - still unable to connect to download transactions for almost a...

Hello, @dragonfly675.

 

When importing your transactions using a CSV file, you can use either a 3-column or 4-column file format.

 

3 Columns

 

4 Columns

You can read through this article for more detailed steps when importing bank transactions: Import bank transactions using Excel CSV files.

 

Feel free to leave your comments if you have other questions. 

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