Question

Bank Feeds not working

Forum|Forum|4 years ago
January 28, 2022
27 replies
176 views

I have used QB's for years but this week has been the worse. Bank feeds won't download transactions, I have spent hours per day with 6 different agents with no results. Truliant Federal Credit Union per them have NO ISSUES, QB can't seem to find the issue? I even went to a level 2 agent who after awhile just disconnected and didn't call back even though he had my number.

What is the issue and how to get this resolve is beyond me.

QuickBooks Desktop

Fiat Lux - ASIA

Level 14

Which QB Desktop year version do you run?

J

Jwsinstallation Author

2022 pro

J

Jwsinstallation Author

2022 desktop

T

TM31313

Mine too has stopped working with 2022 Pro. I have been downloading and importing for years, now it does not recognize the account to link the transactions to and wants me to enter in a new account.

Please find correction.

B

brandsavvy

Let's resolve the error you're having to connect your bank successfully, @TM31313.

Can you tell me more about the bank that you're having trouble with and the error you're having? That'll help us get the best resolution for the error you're having.

The error can be caused by any of the following:

There is an issue with your bank.
Your Internet connection isn't working properly.
One or more bank accounts in your company file have a problem.
Your bank's file isn't compatible with QuickBooks.
You're using a version of Internet Explorer that is no longer supported.
You're using an out-of-date QuickBooks version.

Before you begin troubleshooting, review the following guidelines:

Make sure to create a backup of your company file, so if you ever have an issue, you can recover your data from your backup.
Access your bank's website from outside of QuickBooks and that there are no pending alerts.
You can connect to the Internet and your Windows firewall isn't interfering with your QuickBooks connection.
You're using a version of QuickBooks that is supported. If not, download and install the most recent version of QuickBooks.
Install the most recent version of Internet Explorer.

You can now proceed to the following steps:

Check your Internet security requirements to secure your data when connecting to your bank, Internet Explorer and QuickBooks uses the TLS 1.2 security protocol.
Download bank feed transactions in a test company file.
Check if the file from your bank is compatible with QuickBooks.
Refresh the connection with your bank.
Create and merge accounts.
Turn off and set up online banking for other accounts.

For detailed guidance in resolving the error you have, check out this article: Fix OL and OLSU Bank Feeds errors in QuickBooks Desktop.

Once you get your latest transactions, you can now review and match transactions: Add and match Bank Feed transactions in QuickBooks Desktop. That will also guide you on how to create rules to categorize transactions.

Let me know if you need further help in resolving the bank error. I'm always glad to help in any way I can. Have a great rest of the day!

I'm having an issue with bank feeds too!

Just tried to download from bank feeds ...it says sit tight fetching your data and then the screen goes away! I can't even get to the bank feeds screen.

Using QB Desktop Pro 2021

When QB/Bank of America made their change back in October it changed how I was able to access info. QB only recognizes when I try to access my bank feeds for Bank of America WITHIN QB. I just tried to download from Bank of America's website directly and again, QB doesn't recognize there being an existing account.

I have backed up my file, then verified data and rebuilt with ZERO issues found.

What is the problem??

M

McIntyre

Same issue here since December. When I attempt to open the downloaded transactions, Quickbooks opens another window as if I didn't yet have QB open already. But says it can't download the transactions because I don't have the company file open (which I do). I believe this started when we upgraded to 2023 version from 2020 version on QB Enterprise.

S

SirielJeaB

Moderator

Our priority is to fix your concern that you are currently experiencing, @McIntyre. I am glad that you've shared your sentiment and experiences through our Community forum.

I wanted to help you, however, I need further information to thoroughly determine the root cause of your issue. I'd like to know the name of your bank and what exact error message you encountered when accessing the downloaded transactions in QuickBooks Desktop. Besides, may I ask what option you use when you download these transactions? Is it via web connection or direct connection?

Your response will be greatly valued. Please feel free to reach out to us at any time by clicking the Reply button below. Enjoy your day!

I

Impuestoseguro

I already set a new company , and I trying to download the bank statements through bank feeds, but when it’s loading appears a message where it said . Only the primary admin who’s own/manager the company and it’s financial actions can perform this task . And I’m the admin.

Bryan_M

QuickBooks Team

Hi there, @Impuestoseguro.

It might be that you're profile isn't set as admin. Let me guide you on how to check for this by going to the Company option on the above panel of your QuickBooks Desktop.

Below are the detailed steps:

After going to the Company option, select Users.
Choose Set Up Users and Roles.
Check in the Roles Assigned and Users of it shows Admin (logged on), if not contact the admin assigned on that company file.

Furthermore, press F2 to check the Primary admin email if it's yours and the Primary admin sign-in status if it shows Signed in.

You can also check and manage your account through Customer Account Management Portal) CAMPs. Ensure that the admin account is signed in, for you to log in to CAMPS, which will show your email access.

Feel free to read this article for more details: Update or change your Intuit Account login information.

Don't hesitate to reply to this post if you have more questions about managing your QuickBooks Desktop account access. I'll be happy to lend a hand. Keep safe and have a good one!

J

juaniO1

Has this been resolved? I have spent the last hour looking for a solution. My american express feeds work flawlessly. Bank of America only downloads the payments I make, but not the charges. I am using QB Desktop Pro 2023, but the problem began before I upgraded to 2023.

F

FoodVet

Fixed it on Windows 11 at least.

In Bank Feed, I selected the account and disabled it from Bank Feeds.

Then, when I double-clicked on the QBO file downloaded onto my desktop, QB asked to link it to an account, and the account was finally on the pull down.

Oof.

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