Level 7

Question

Bank feed is not working

Forum|Forum|7 years ago
October 16, 2018
132 replies
244 views

No text available

QuickBooks Online

A

Anonymous

Thanks for letting us know, michelle.

Let me help get the bank feeds working for you.

May I know the specific bank you're having problems with and isn't it updating automatically? I'd appreciate if you can elaborate more about this so I can conduct further investigation, and provide you the best route to resolve the issue.

For the meantime, you can try to manually update your bank feeds, and see if it downloads your bank transactions. You can follow the steps below for the process:

Go to the Banking menu from the left navigation panel.
Select the Banking tab.
Choose the bank account you're having problems with under the Bank and Credit Cards section.
Click the Update button.

If the transactions aren't still downloading, I suggest to manually download your bank transactions from your bank's website, and import them into QuickBooks using a Webconnect file. Please refer to this link for the steps under Upload or Import bank transactions: https://community.intuit.com/articles/1145233.

Please let me know how it goes by commenting below. I'd appreciate any response and I'm always here if you need more help. Stay safe!

L

lindak1119Author

Level 7

We pay for a product like Quick Books and expect it to work, or at the very least be notified that there are issues with the bank download feature. Someone at QB has to have some customer service experience. I should have an email identifying the issue with Wells Fargo and Chase, and letting us ALL know when it will be fixed. I am sick of the "try again tomorrow" suggestion by the way.
Sincerely,
Disappointed in Glendale, AZ

A

aleciaRS

Anyone have Bank of Amerca credit cards stopping feeding with QBO as of october 11. no errors shown but nothing feeds/syncs

A

Anonymous

Thanks for adding to the conversation, AleciaRS,

Let me give you an update about the online banking issue you're getting.

The problem with Bank of America transactions not updating in the bank feeds is currently tagged as an ongoing issue in QuickBooks Online. They're already investigating the root cause of this unexpected hitch and are working to get this fixed.

While they do, we would suggest getting in touch with our Support Team to have you added to our notification list of affected users. Here's how you can contact us: QuickBooks Online Care Support

I'm just a post away if you need further assistance with QuickBooks, AleciaRS. Please feel free to fill me in the thread.

H

hwhite

Have you seen a resolution to this yet?

S

shortib

Thanks for joining this thread, @hwhite.

I've looked into the entire conversation in this thread and I'm unable to determine if you're using the online or the desktop version.

May I know the name of your bank? Is there any specific error message you get when you sync them? This is to ensure I'm able to give you the accurate response to your concern. I can also check my tools here on my end if there's an available resolution specific to your bank.

If you're using the online version, you can manually update your account. This will help refresh your bank connection in the program. Here's how:

Go to Banking from the left menu.
Choose the appropriate bank account.
Click Update. The program begins updating your account.

Since QBO is dependent on what your bank shares with us, it’s possible that the bank is experiencing some technical difficulties. To help fix this, you can log into your bank website to check if there are notifications or alerts that need your attention.

For more other solutions on how to fix bank connection issues, you can visit this article: What to Do if Bank Transactions Won't Download.

If you're using the desktop version, you can manually update your bank's connection to ensure you have the latest transactions in the software. For detailed steps, you can go through this helpful article: Update the Financial Institutions Directory in QuickBooks Desktop.

Please stay in touch with me if you run into any hurdles while performing the steps above. I’ll jump right back in to help, @hwhite. Have a great day.

I would like this solution for both Desktop and Online Versions of QuickBooks. I've been using QuickBooks since 2007, and help clients in every industry. This is an ongoing problem, as there are Excel import options for other accounts, but not the accounts that really matter. I would like to get an Excel import option for bank and credit card accounts, because most banks and credit card companies are limiting the .qbo file options to download.

Sometimes you have one client who can get the whole year, sometimes only the last 10 months or last 4 months, all from the same bank or credit card company. Some banks or credit card companies offer .qbo downloads to some clients, but the same bank or credit card company does not offer .qbo downloads at all to other clients. It's a mess!

The solution is to let us import transactions in Excel into bank and credit card ledgers in BOTH QuickBooks Online AND QuickBooks Desktop.

I realize this solution will never happen, because Intuit is contracting with the banks causing this drama. That said, I've spent a lot of time looking for a work around, and this forum should stay open for the others who are also spending too much of their time that they can't charge to their clients to find a work around for the conflicting information we get from the same banks for different clients.

Top_Hat

WHEN WILL THIS BE RESOLVED?

I am still having trouble with Chase and Wells Fargo intermittently disconnecting and having to be reconnected. Also, when I reconnect there are missing transactions. This defeats the purpose of having QB if this issue cannot be resolved.

A

Anonymous

Hi there, James Stringbean,

I appreciate your patience with the banking problem you're currently experiencing. You have me here to help you figure things out.

I've looked into the entire conversation and have consulted this issue with our Support Team. We're currently waiting for an update from them regarding the Community First Credit Union bank feeds not working.

I'll keep you posted once we receive a notification from our escalations team. If you have additional questions, please feel free to let me know by mentioning me in the thread. I'm here whenever you needed help, James Stringbean.

J

James Stringbean

I appreciate your response Jen - I hope you can appreciate my frustration - I've been back and forth on this thread for over a week now, and I've been told by other QuickBooks team members that they were going to get back to me, and haven't heard a word from them. I look forward to hearing from you, and I hope this issue can be resolved, as well as some reassurance given to me that this will not be an issue in the future. Trying to run a business is difficult enough without having to deal with unnecessary errors from software which I pay good money for.

A

Anonymous

It's my priority to help you get through this issue, James Stringbean,

Right now, we're still waiting for our Support Team to review the case we’ve escalated. In line with that, the turn around time for our engineers to review escalated cases may take 24-48 hours depending on the volume they have.

They haven't provided us with any feedback about the banking error yet. In the meantime, we'll need to wait for further updates from the team.

Rest assured, I'm here to keep you updated with how the escalation goes. I'm just a post away if you have additional questions.

N

NJUSuser

Mine not working either for weeks. When will the fix be available?

AlcaeusF

Level 14

Thanks for reaching out to us, NJUSuser.

I want to make sure you'll be able to connect your bank successfully in QuickBooks Online. However, I need more information about the bank you're having an issue with and if there are any errors encountered.

Feel free to add more details by selecting the Reply option below. I'll be around to help.

N

NJUSuser

Kindly check my active case and you will see all the details on this issue for the last few weeks.

L

lehart

I just wanted to throw my hat into the ring. My bank feed is also not updating. I can unlink the account and relink it and it'll bring in all the transactions at that point, but it won't continue to update after the initial link. I bank with Bank of America. Looking forward to a resolution on this! Looks like it's been ongoing for quite some time. :(

K

KhimG

Level 7

Hello, @NJUSuser, @acctcontroller, @lehart.

I appreciate you all in taking the time in reaching out to us. Let me share what I know about the error you encountered when connecting your financial institution with QuickBooks Online.

Please know that our Online banking team is currently working to get a fix for this unusual behavior. While they’re continuing to work on solving the issue, I’d advise you to try refreshing your account again in a few hours.

As much as we’d like to provide you a workaround so you can update your bank transactions, using our WebConnect feature isn’t recommended since it’ll most likely cause duplicates after the missing transactions are downloaded.

In case you’ve not been added to the list of affected users, I’d suggest getting in touch with our Customer Care Team. This way, you’ll be notified of any updates once received.

You can call them on the phone number on this article: https://community.intuit.com/articles/1145770.

We hope to have an update on this status for you soon. We thank you for your patience.

Let me know if there’s anything else you need. I’ll be around to help. Wishing you the best!

L

lerxxst

Same here - AGAIN.

This problem keeps happening & the standard response is to clear your cache.

Perhaps Quickbooks should invest in a solution.

This is seriously affecting my business, to the point where I'm starting to consider moving elsewhere.

RenjolynC

Level 9

I'd like to make sure you're able to use the Online Banking feature in QuickBooks, lerxxst.

Clearing the cache is one of the troubleshooting steps to fix Online Banking issues, but it is not recommended if you already have a lot of transactions. Let's make sure you can log in to your bank's website. Then, try connecting your bank account in QuickBooks again.

If you get any error codes, you can follow step 4 in this article to report the issue: Fix Online Banking Errors in QuickBooks Online.

In the meantime, you can use the WebConnect option to upload your bank transactions manually.

I'll be around if you need anything else. Thanks.

S

StaufferRD

I have several business account with BB&T (Branch Bank & Trust) and they have recently stopped downloading transactions. The balances will update, but zero transaction data is downloaded. Is the problem others have expressed on this feed also applicable to BB&T?

A

abides

My feed is not working either; I have bank feeds and credit card feeds. I just noticed that the credit card feeds are wrong - even after I hit update, they are not updating at all and past credit card transactions are not included. Why was I not notified about this? And what can be done this does not happen again?

MaryLandT

Level 10

Thanks for bringing this to our attention, @abides.

I appreciate you manually downloading the updates to get your bank transactions to show up.

Let's try to log in to your bank's website. This is to make sure if their service is working properly, and isn't under system maintenance.

If everything works in their end, please wait 2-3 hours and try updating your bank.

If you get the same result, I suggest to manually bring in transactions via WebConnect. You can log in to your bank, then save files as CSV, OFX, QFX, or QBO to your computer. Then, sign in to QBO and upload the file.

I also recommend contacting our QuickBooks Online care team for further investigation. They're equipped with tools to help identify the root cause of the issue.

Let me know how the call goes by adding a comment to the thread and I'll get back to you @abides.

L

laughable accountant

Well, after trying everything. I found a fix for us. Hopefully it will work for everyone else as well! I disconnected all chase accounts by clicking edit account and then selecting the disconnect account on exit box then save. Then I clicked add account, now here is the biggie... I chose JPmorgan when the list of banks comes up. I had tried selecting the Chase logo account many times and it lets me log in using my credentials but would always say sorry try again later. The JP Morgan link logged me in and then let me select the accounts I had chosen to be linked to my QB accts. I did have one credit card account that I had forgot to delete and it would not connect so all of your chase accounts to have to be deleted first.

I do hope this helps someone out there because I searched everywhere and found no good fixes until I tried this.

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