9999 no bank connections

I have had to deal with clients w/o banks that link up well with QB and what I suggest as a work around is to download a QB type file or even excel type file with transactions and then import them into QB. If you haven't done that just refer to the various help resources or ask me. Then your bank feed is from the file. But in many cases with small businesses if the transactions are input all you need to do is reconcile and it will ID the transactions you're missing from the monthly account statement. Does that help?

FYI, early in the bank linking in my experience banks would point the finger at QB, and QB would point the finger at the banks, and the issue was more of a IT one not one that most bank folks knew about so it was typically a dead end. So develop ways around this as noted above until it gets resolved. FYI-2 : never seen that error

Thank you for sharing your conversation with our support team, @KS1966.

I would feel the same if I couldn't connect my bank account to QuickBooks Online (QBO). Let me provide some information about the error message and help ensure you can connect your bank account.

The error 9999 is a script error that causes an interruption between the connection of your bank and QBO. For now, you can bring in your transactions through WebConnect. For more guidance, you can check out this article: Manually upload transactions into QuickBooks Online.

I also recommend contacting our QuickBooks Support Team again. I understand that you already contacted them before but they're the best support group available to investigate this matter further. This way, they can provide the best resolution to resolve this bank connection issue.

You may also want to reconcile your bank accounts in QuickBooks Online. This will help make sure your QuickBooks transactions match your credit card statement.

Come back to this post and let me know how the call goes, @KS1966. I want to make sure this issue is taken care of.

I have spent 8 hours on the phone in total with support.  Can you believe that they tell me that code error 9999 is resolved and I should not be having this problem.  Yes, Yes, Yes, I am downloading and uploading through web connect for the checking and CSV for the credit card but the bank links do not work.  My bank balances, (not my qb balances) but my bank balances are not updating so I have the work around to manually upload due to links not working but WHY DOESN'T SOMEONE GET MY LINKS WORKING.  <<<< This is the issue and 8 hours of support has not helped.

What does the date of "last update" say? If you otherwise have things nailed down I wouldn't stress about it, its likely some bank issue. 

I understand why you would think that way, KS1966. And, I'm here to help check why there's no bank connection from Bank of America (BOA) in QuickBooks.

I can see that you've already contacted our Live Support Team and found out that the error was resolved. Since you're still having the same issue, Dirkdaddy is maybe right that there could be an issue with your bank.

To verify this, let's check the bank's website to make sure everything is working on their end.

1. Sign in to your bank's website. If you can't sign in, reach out to them about the next steps.
2. Look for any messages, notifications, or alerts. These should tell you if something isn't working.
3. Review your account pages, history, and transactions. If you can't see these, there may be connection issues.

Please know that many banks are switching to a new connection service called OAuth. And, BOA is using this method. It could be the reason why the connection was interrupted. 

To find out which banks are using OAuth and how it affects your banking experience, check out this article: Learn which banks use OAuth and what to do when your bank is ready to switch.

In the meantime, you can download statements from your bank using a CSV file format. Then, upload it manually to QuickBooks. That way, the record in QuickBooks is still updated.

Should you have additional questions, please send a reply below. I'll get back to you and take actions when necessary. 

1.  I did the Web connect uploads for checking, savings, payroll and I did CSV uploads for all the credit cards for all of December.  

2.  I went to each account individually, (24 accounts) and "disconnected upon saving"

3.  I went to the bank and revoked all third party access and let it sit over the weekend.

4.  I called online banking and made sure that all my addresses to all my accounts are all the same, (there were three accounts that got 4 digits added to the zip code based on their manual USPS address suggestions.

5. I made sure there was only ONE user name and password for logging on.

6. I made sure no alerts were pending anywhere.

7.  Went to google and cleared my entire history of cookies.

8.  Went to the banking section of QB and clicked on "Manage Connections" and went to the tab of "Managed Connections" and DID NOT mass connect accounts but connected one by one by the start date of 1-1-23, baby steps.  Some I had to force and do them 10 times because I don't want a NEW account, I want it tied in to the account that is already named and has a history and I didn't want to accept new and then merge.  

It was a long process but it's done.  

Two bank balances do not match on the main credit card and one of it's child cards so there is still an issue.  I can't figure it out.  It's truly embarrassing that I told this company to get QB and online banking.  I came from companies where I NEVER had bank linking issues and QB, nor BOA is of any help.  I feel sorry for the company that hired me to handle this.  It's truly truly sad that we are completely on our own and just having to deal with stuff that doesn't work and no, I will not call support, they have  proven to not help whatsoever.   So sad.

Hi there, @KS1966. I want to ensure you'll be able to fix the balance of your accounts in QuickBooks Desktop (QBDT).

I can see that you did everything you could to fix this. Also, thanks for sharing all the steps you've performed. To further help you with this, I'd like to provide some information about the balances. 

In QBDT, posting to the parent account has no effect on the sub-accounts, while posting to the latter will change the balance of the former. The balance will decrease if you've taken money out of the parent account, while the sub-account's balances stay the same. If there is a transaction that hasn't been attributed to a sub-account it would cause a discrepancy between the two balances. To fix this, I recommend checking the parent account.

Also, below are the lists of factors that may cause the unmatched balance between your accounts:

• Outstanding transactions
• New transactions for a connected account
• Duplicate transactions
• Edited or deleted transactions
• Credit card (liability) account

To resolve this, make sure to review your account's opening balance. Incorrect amounts may affect your balances and all following reconciliations. Also, ensure to add and match your downloaded transactions in QBDT. 

Once everything is fine, you can now perform the reconciliation process to keep your account aligned with your real-life bank statement. Check out this page for a detailed guide: Learn the reconcile workflow in QuickBooks. 

If you have any other concerns managing your accounts in QBDT, please don't hesitate to post again here. I'd be glad to help you once again. Have a good one. 

I know how the credit cards work and I know how to reconcile and balance things, (I am QB certified).  It is not a lack of knowledge that I am having difficulty with.  It's the bank not linking with my QB and no matter how much I know about QB, there is something wrong with the linking now if you can tell me how to get the bank or QB to care to do something about that then I am all ears.  Secondly, I am QB online Advanced, not QB desktop. 

Thank you.

Here is a visual.

Thanks for following up with the Community, KS1966.

If you're reconciling an account for the first time and its beginning balance is off, most issues like this are caused by an incorrect opening balance. This is the account's starting point when you first created it in your books. Correcting an account's opening balance should also fix your beginning balance issues.

The first step is reviewing your opening balance for the account you're reconciling.

Here's how:
 

1. Sometimes your opening balance doesn't include transactions that were still pending when the account was created. If you recently entered older transactions dated before your opening balance, be sure to reconcile them, then continue with the following steps.
2. In your left navigation bar, go to Bookkeeping, then Chart of accounts.
3. Find the account on your list, use its View register option, and search for your opening balance entry. It should have "Opening Balance Entry" in the Account column. Once you locate it, take note of its date and balance. If you've forgotten to enter an opening balance, you can manually add one now.
4. Compare your opening balance with the real-life bank account data by signing in to your bank's website, or finding a copy of a bank statement.
5. Check the account's balance for the same day as your opening balance in QuickBooks.
6. Compare the two balances.

If your opening balance in QuickBooks doesn't match the bank's records, correct it:
 

1. In QuickBooks, click your opening balance to expand its view.
2. In its Deposit column, edit the balance so it matches your bank records.
3. Select Save.

If the balances match, you've entered your opening balance correctly. Next, you'll want to review the account's register.

In regard to the bank account not connecting with our bank feeds feature, I'd recommend getting in touch with our Customer Care team. They'll be able to pull up your account in a secure environment, conduct further research with you, and create an investigation ticket if necessary.

In the meantime, you can manually upload transactions as a workaround.

I've also included a detailed resource about fixing issues while reconciling which may come in handy moving forward: Fix issues the first time you reconcile an account

Please feel welcome to send a reply if there's any questions. Have a great day!

Thank you but I know how to reconcile and do the books, (I'm QB certified and have been using QBO for over 7 years.  I took a snapshot of just one of my accounts as a visual might help to understand the issue.  

Thank you for those additional details, KS1966.

Another recommendation to resolve the issue with the bank balance is to complete a manual update. Doing so will download the latest debit/credit transactions from your bank to QuickBooks. Here's how:

1. Go to Bookkeeping, select Transactions, then Bank transactions.
2. Choose Update.
3. If asked, enter your Multi-Factor Authentication (MFA). Then click Continue update.

The following article provides additional info about downloading the most recent bank and credit card transactions in QuickBooks Online.

If that doesn't do the trick, I suggest reaching back out to a member of the QuickBooks Online Support Team once more to get the issue escalated and resolved as quickly as possible. Please feel free to leave a comment below if you have any other questions. 

Those must be instructions for Desktop.  I am QBO Advanced, there is no "Bookkeeping".

Good luck. Dang, over 20 accounts...sounds like subaccounts of a CC from what you say. In past I've had issues where the connect wasn't working then months later I retry and it works. From what you've said that's not an option you're needing it NOW. I am guessing its a bank IT issue, they (in general) are the weak link. But they are also the least responsive and difficult if not near impossible to get to work with. (hugs). Hope it works out. QB isn't helping with thinking you're using desktop LOL. 

I've got the set of steps you'll need for QBO Advanced, KS1966.

Here's how to locate the Update button in your account:

1. Hover over the Banking tab in the left navigation panel, and click Banking.

2. Verify the correct account has been selected at the top of the page (highlighted blue).
3. Click the Update button in the top right corner.

Here's a picture of what this will look like for you.

Let me know how the bank balance looks after giving this a try. I'll be here if you have any other questions.

You are nice to look that up.  If only it were that simple.   This is not a user error.  It's a bank connectivity error.  The user cannot solve this problem.  It's between the bank and QBO and I have a feeling that it's QBO as I have troubleshooted, completely revoked my third party, reconnected and have zero alerts.  The bank is as clean as I can get it and still, it's not working so it must be QBO but you cannot get past support to go any higher and support can't figure it out.  I believe support is paid based on how many customers they say they helped regardless if the customer was helped or not.  Support is just a paid "gate keeper" to the people that can actually solve the problem.