Problem in Importing Online Banking Transactions to Quickbooks

and the problem is ...

Hi mmagbanua,

There are factors that we need to check when importing bank transactions. Let me share them with you so you can get this resolved.

• 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 zeroes (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).
• 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. To correct this, split the date and the day of the week into two separate columns:
  1. Highlight the column that contains the date.
  2. Go to Data then select Text to Columns.
  3. Follow the Convert Text to Columns Wizard, choosing the following:
     • Original data type: Delimited
     • Delimiters: Space
     • Column data format: General
  4. Select Finish.

In your case, you'll want to verify the correct format to successfully import. For more details about importing bank transactions, please check this article: Import bank transactions using Excel CSV files.

Additionally, if you see specific banking errors, you can refer to this article under "Step 3: Fix specific banking errors" for the recommended solutions. Here's the link: What to do if bank transactions won’t download or there's a bank error.

Don't hesitate to reach if you have other concerns. The Community is always here to help.

Hello, 

Thank you. Also from November 25 until today Wells Fargo Online Banking transactions fail to download transactions to Quickbooks. Only Wells Frago bank got a problem in downloading transactions.

Is there  a problem in Wells Fargo bank? 

Thanks

Hi mmagbanua,

We receive a report about the Wells Fargo bank unable to download transactions. Rest assured our engineers are working on getting this resolved. 

I suggest contacting our Customer Care Support to get you added to the list of affected users. This way, you'll be notified whenever an update is available.

Here's how to reach them:

1. In your QuickBooks, click Help.
2. Click Contact Us.
3. Enter your question in the What can we help you with field.
4. Click Let's talk.
5. Click Get a callback.

Meanwhile, you can manually upload transactions via WebConnect.

I've also added our page about banking and bank feeds for additional resources.

Know that we're always here to help you some more if you have other questions.

Thank you Miss Sheila for the response.

Hello,

I contacted the chat support already last December 2 and until now problem still exist and still response from there about the update.

Thanks

Hi @mmagbanua.
 

Our engineers have determined this is a complex issue that is taking longer to resolve than we would have liked. You can manually upload your transactions using WebConnect for the meantime.

Here's the outline for WebConnect:

1. Pick a date range.
2. Download transactions from your bank.
3. Review the file format and size.
4. Start your upload.
5. Upload your file into QuickBooks.
6. Categorize the transactions.
7. Reconcile the transactions.

See the complete steps in this article: Manually upload transactions into QuickBooks Online.

Also, you will receive an email once this issue will be resolved since you have reached out to our chat support team for that.

Your patience and cooperation are highly appreciated. Feel free to drop a comment below if you need further assistance. I'll gladly help. Take care.