Problem syncing accounts with Bank of America

Hi there, iayaiaya,

Thank you for sharing your experience with the syncing issue with Bank of America (BOA) in QuickBooks.

There are several investigations reported by our Online Banking Team about the connection with BOA. I'd appreciate if you can update this post by providing the exact error so I can check here on my end. 

I also suggest contacting our QuickBooks Online Technical Team so they can add your account to the investigation. By doing so, you'll receive an update regarding the issue via email.

In the meantime, I suggest downloading transactions from your bank. Then, manually import to bring  them in to QuickBooks.

Here's how:

1. Go to Banking form the left navigation bar.
2. Click the Update ▼drop-down menu, then select File Upload.
3. Select Browse to attach the download file.
4. From the QuickBooks account ▼ drop-down menu, select the account you want to upload the transactions into, then click Next.
5. Follow the onscreen instructions, then click Next.
6. Click Let's go whenever you're ready to add transactions to your account.
7. After that, you can then categorize them.

Keep me posted if you have follow-up questions and I'll get back to you.

I can sync with my BofA account but weirdly it will not sync June 2020 thru November 2020.  I have the sync set to "All"  What am I missing?

Thank you for joining the thread, Kelly.

Once your bank is connected to QuickBooks, it automatically downloads the latest transactions from your bank account. For 90 days or older transactions, you need to upload them to QuickBooks manually using an Excel CSV file. I can help you with the process.

As an initial step, get the transactions from your bank:

1. Sign in to your bank or credit card's website.
2. Follow your bank's instructions for how to download CSV files of your transactions to your computer.
3. Check the date range for the download. It should be at least one day before the date of your oldest transaction.
4. Download your transactions. Save the file somewhere you can easily find it, like your computer's desktop.

Then, review the file from your bank. Make sure that it's in the correct format to avoid issues during the process. The maximum file size is 350 KB. If the file is too big, shorten the date range and download transactions in smaller batches.

You can open this link to learn more about the correct format of the CSV file you got from your bank.

After that, you're now ready to upload the file into QuickBooks Online.

1. Open your QuickBooks Online, then go to the Banking menu or Transactions menu. 
2. Go to the Banking page.
3. Select the blue tile for the account you want to upload the transactions into.
4. Click on the Link account dropdown, then Upload from file.
5. Tap Browse and then select the file you downloaded from your bank. Then select Next.
6. In the QuickBooks account dropdown, select the account you want to upload the transactions into. Then select Next.
7. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Next.
8. When you're ready, hit Let's go.

Once the transactions are available in QuickBooks, here's how you can review and categorize them.

For more tips and resources about QuickBooks or banking, you can also check out the topics from our help articles: Find help with bank feeds and reconciling accounts.

If you have any other questions about syncing transactions in QuickBooks, let me know by adding a comment below. I'm always here to help. Keep safe!