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Level 1

Bank Feeds Not Working

I am so frustrated with this program. I always encounter this problem and waste so much time trying to fix it. I have desktop 2018.  I can not download my statements, it doesn't matter if it is bank of America, capital one etc.  I show them set up online and it will not work. I read on here to disable and redo. I have done that but now it will not let me set it up all the way and so it is not linked. Once in a while I will get an account to work that I have not disabled and re-tried. There is no reason behind it it is hit and miss. I have updated the program. I do not want to manually enter all the transactions as that is why I purchased the program. I do not use it daily or weekly I will go through and work on it every couple of months. I have six rental properties set up as 6 different accounts and it is the same problems on  all of them.  Once in a while I can get it to work through the webconnect on bank of America. Chase, Citi, capital one not working. It is ridiculous I can not even now set them up online. I go through the process sign into my account, go to statements and download and it still will not link it.....Can someone please help me with this mess. I really want to get my accounting up to date and do not want to enter it manually. I have tried waiting days to see if it would work and still same problems...Thanks

15 Comments
QuickBooks Team

Re: Bank Feeds Not Working

Hey there, kperki.

 

I appreciate you performing the necessary steps to reconnect the bank feeds. I want to ensure you’ll be able to re-establish the connection, so you can start with accepting transactions.

 

I’ve looked into this further and we don’t have any open investigations with Chase, Citi, and Capital One. To help get back on track, we’ll need to look into the connection between QuickBooks and your banks.

 

For security reasons, we’re unable to gather personal details in the Community to verify the account. I recommend you get in touch with our Technical Support Team.

 

They can help with configuring the online banking setup and make sure transactions are automatically downloaded into QuickBooks. To contact support, please follow these steps:

 

  1. In your browser, enter this link: https://help.quickbooks.intuit.com/en_US/contactus.
  2. Select QuickBooks Desktop.
  3. Choose your QuickBooks for Windows version.
  4. Select the issue/topic.
  5. Click on the Get Phone Number button to see the support number.

After contacting them, I'm confident that you'll get back to business in no time.

 

Reach out to me if you have additional questions about working in QuickBooks. I'll be right here to keep helping. Have a good one.

Level 1

Re: Bank Feeds Not Working

It’s easy for you to say call support soyiu ca get more money from me. Everytime I call when I have problems with you program they say I must pay for help. These are problems with your software yet they want me to pay more to be able to use it..

Anonymous
Not applicable

Re: Bank Feeds Not Working

Thank you for letting us know @kperki.

 

Let's figure out some other ways to get this bank feeds working for you without having to call our phone support. It's possible that there's an issue with one or more accounts in your company file. We can try creating a sample or dummy account to connect to bank feeds. If you can download your statements successfully,  we can merge that account to the old one.

 

Here's how to create a dummy account:

  1. Go to List menu and select Chart of Accounts.
  2. Click the drop-down arrow for Account and choose New.
  3. Choose the Bank button, then click Continue.
  4. In the Account Name field, enter Dummy.
  5. Click Save & Close.

COA1.JPG COA2.JPG

 

Here's how to merge the two accounts:

  1. Open the account in question and take note of the Account Name
  2. Edit the created dummy account by renaming it to the account name used.
  3. Once the Merge window opens, click Yes.

 COA3.JPG

 

Please let me know if this works. I can help try other troubleshooting procedures if the steps provided above won't fix the issue.

 

Feel free to comment below if you have other questions about your bank feeds. I'm always here to help.

Level 3

Re: Bank Feeds Not Working

I am having the exact same problem with QuickBooks Desktop for Nonprofits. I am trying to connect a client's Capital One account and it just says "Sorry, no can do." 

Moderator

Re: Bank Feeds Not Working

Hello there, @nolabookkeeper.

 

Thanks for providing a screenshot of your concern. I'm here to help fix the issue you're getting when connecting your client's Bank in QuickBooks Desktop (QBDT).

 

Let's try to create a test company file. This will help determine if the issue originates with your bank or if it's a file specific. Here's how:

 

1. Open your QBDT company file, then go to File menu at the top.
2. Pick New Company on the drop-down, then select Express Start.
3. In the newly created test company, add the bank account which was experiencing issues and set up the account for Bank Feeds.
4. Then, Download Bank Feed transactions to test the account.

 

 

If you're still getting the same error message, this typically indicates that there is a problem at your bank. But if you're not receiving the same message, this indicates that the problem is with your main company file.

 

To fix this, you may check out this article for further guidance and proceed to Step 3 under Steps to resolve issues when downloading or importing transactions: Fix OL and OLSU Bank Feeds errors in QuickBooks Desktop.


That's it! Please let me know how it goes by leaving a comment below. I'm only a post away should you have any follow-up questions. I want to make sure this is fix. You take care.

Level 3

Re: Bank Feeds Not Working

I don't have the Express Start option, but I created the test company and received the same "error" which isn't named or numbered. I can't help but think this is a known issue, since I'm seeing a lot of chatter on here about it.

 

Thanks for trying to help.

Moderator

Re: Bank Feeds Not Working

Hello again, @nolabookkeeper.

 

Thanks for getting back to me and trying the previously provided steps. I'm here to help make sure that you'll get the resolution that you need.

 

Since you're still getting the same results, I'd recommend reaching out to our Phone Support team. They have the tools such as screen-sharing that can pull up your account and help investigate as to why you can't connect your bank to QuickBooks Desktop.

 

Here's how to reach them:

 

1. Go to https: https: //help.quickbooks.intuit.com/en_US/contact#.

2. Choose your QuickBooks product.

3. Select a Topic.
4. Click on the Green button that sayes Get Phone Number.

 

Please let me know how it goes after contacting them. I'd be glad to answer should you have any additional concerns. I'll be here to help.

Level 3

Re: Bank Feeds Not Working

My client doesn't have tech support, so I just downloaded a trial of QBDP 2019 and it looks like the Bank Feed to Capital One works. So I will advise my client that she has to upgrade. I wish someone would've just admitted it doesn't work with older versions because I've spent three days on this now.

Highlighted
Level 3

Re: Bank Feeds Not Working

Forgot to include an updated screenshot of the Bank Feed connection to Capital One. As you see it takes you to a log in page, no error.

Moderator

Re: Bank Feeds Not Working

Hello nolabookkeeper and everyone,

 

I'd like to join your conversation regarding the issue of connecting your bank to QuickBooks Desktop. 

 

When accessing Intuit services (such as Online Banking, payroll, payments, Help pages, and etc.)through QuickBooks Desktop, there are a few requirements that you need to meet. Thus, providing greater connection security and stability through TLS 1.2. You can lean more about TLS 1.2 through this article: Are You Ready or 30 June 2018? Saying Goodby to SSL/early TLS.

 

Since you've already updated your QuickBooks to the latest release, we can now download and run the TLS 1.2 Readiness Tool. This will help us update your system to become TLS 1.2 compliant. You can download the TLS 1.2 Readiness Tool through this article: Operating System, Internet Explorer, and .Net Framework Requirements for QuickBooks Desktop 2016 and....

 

After that, you can try connecting Capital One to QuickBooks Desktop again.

 

Let me know how this goes. 

Level 3

Re: Bank Feeds Not Working

All we did is buy QuickBooks Premier 2019 and the feed to Capital One automatically worked.

 

Leslie

Level 1

Re: Bank Feeds Not Working

I am having an issue with bank feeds in QB Desktop for Wholesale and Manufacturer's 2018. My last download was 3/22/2018 and then I updated to QB 2018 and now I can no longer get my bank feeds to work. I spent an hour on the phone with my bank and everything checks out with the bank. I spent an hour on a chat with QB "support" and all she did was send me articles to read and some of the links were broken so I couldn't even do that. All of the articles that she sent were ones I could easily find myself and had already read and applied the "fixes". Nothing has worked!! I get a message that my last connection was not completed and do I want to continue. I always hit Yes and it asks me for my bank password. I enter it (and I know it's correct because I can log on to my bank's website with that password) and it sends me back to the message that my last connection was not complete and I hit yes to continue and enter my password and the cycle continues. I've tried to deactivate my bank account but it will not allow to. When I try to deactivate it tells me that my last connection was not complete and sends me back into the same cycle. I'm at my wits end at this point. 

Anonymous
Not applicable

Re: Bank Feeds Not Working

Hi there, bmcdiarmid.

 

I'm here to help share some information about why your bank feeds connection keeps sending you back to the same cycle.

 

This might have something to do with your data. You'll need to run a well-data checkup to ensure that your company file is error free. Let's use the verify and rebuild tool to check if this is the case.

 

Here's how to verify data:

 

  1. Go to the Window menu first and select Close All.
  2. Once done, click the File menu.
  3. Select Utilities and click Verify Data.

If you see Your data has lost integrity, it means there are issues in your data file. You'll need to Rebuild Data to fix the problem.

 

Here's how:

 

  1. Go to File menu again and select Utilities.
  2. Then choose Rebuild Data.
  3. A rebuild requires a company file backup to ensure you have a secured copy of your company file. Make sure to press OK once you receive a warning message for backup.
  4. The rebuild will start as soon as the backup is finished. Click OK when you get the message Rebuild has completed.

If there's a specific error message after running the verify data tool, please let me know. I'll be here to provide you with other troubleshooting steps. 

 

As always, you can contact our Desktop Care Support for additional assistance in going through the steps. Here's how you can reach them:

 

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose your QuickBooks Product.
  3. Select your QuickBooks Version.
  4. On the Contact Us page, click a topic.
  5. Click on the Get Phone Number button to see the support number.

Keep me updated how it goes. I'll be on the lookout for your reply if you need further help with your bank feeds. Have a good one.

Level 1

Re: Bank Feeds Not Working

Thank you for response. However, this wasn't the problem. There is not an integrity problem with

my data. I'm so frustrated!

QuickBooks Team

Re: Bank Feeds Not Working

Hello there, @bmcdiarmid.

 

I understand it can get frustrating to have your issues at repeated occurrences. Banking related concerns usually require troubleshooting steps that need to be performed more than one attempt.

 

May I ask what specific bank are you having a problem with? Currently, we have several reported ongoing issues with bank feeds connection for different bank accounts. This is for us to provide you with a specific troubleshooting steps for the error you’ve received.

 

Also, I’d recommend contacting our Customer Care Team so we can further investigate the root cause on why your bank feeds stoops from working.

 

Here’s how to contact us:

  1. Visit: https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose your QuickBooks Product.
  3. Select your QuickBooks Version.
  4. On the Contact Us page, click a topic.
  5. Click on the Get Phone Number button to see the support number.

I appreciate your patience, but feel free to contact me here if you have follow-up questions about printing checks. In the meantime, stay tuned to our Community page for new product updates and releases!

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