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chrstphrjrsz
Level 1

Bank Feeds Webconnect

My import Web Connect is not working for TD Bank. QuickBooks says it's unable to identify the financial institution information. I've been importing TD Bank Data Files into QuickBooks for years. Never had a problem...
10 Comments 10
Adrian_A
Moderator

Bank Feeds Webconnect

There has been a report about this one, chrstphrjrsz.

 

While we are investigating the issue, please reach out our support team. This way, your name will be added to the list of affected users.

 

Here's how:

  1. Click the ? (Help) icon, then click the Contact us button.
  2. On the How can we help? field, enter a brief description of your concern, then Continue.
  3. Choose either Get our phone number, Post a question, or Start a message.
  4. Fill out the necessary information, then click the Get the number, Continue, or Start a message.

We will give you an update once the issue is resolved. 

chrstphrjrsz
Level 1

Bank Feeds Webconnect

I can tell you what the issue is. The Bank ID TD is using is incorrect. They must be using an old one or have updated to a new one and Quickbooks needs to catch up. Nonetheless, the fix (band-aid) is as follows:

a.) Open import files from a previous successful download and the current one in an Excel Worksheet.

b.) Compare Bank ID's - I believe the Bank ID is on line 25.

c.) Change the Bank ID to reflect the ID that was working previously. 

d.) Don't do a save as just save.

e.) Import into Bank-feed (Web Connect)

The bottom line is as of 03/01/19 TD Merged all their online platforms into one. They must have consolidated their Bank ID's into one. Intuit needs to catch up. Again, I just did this 2 days ago and it worked for me.

 

Cheers,

Chris

Rasa-LilaM
QuickBooks Team

Bank Feeds Webconnect

Thanks for coming back to the Intuit Community, chrstphrjrsz.


I appreciate you letting us know that TD Bank currently updated its online platform. We will pass on the information to our engineers for them to look into this as well.


Also, the workaround steps you shared with us will help a lot of customers who are also encountering the same problem.

 

Rest assured, I’ll update this thread once the permanent solution is available.

 

For future reference, check out this article on how to troubleshoot bank feeds web connect import issues and errors.

 

That should address your concern. If there’s anything else I can help you with, leave me a comment. I’ll be happy to assist you further. Have a good one.

 

Adrian_A
Moderator

Bank Feeds Webconnect

Hello there, chrstphrjrsz.

 

We have received an update from our development team that this issue has been resolved.

 

 Thus, if you're still having an error with your bank, you'll want to check the article provided by my colleague,  on how to troubleshoot bank feeds.

 

I'll be around if you need further help. Have a good one!

 

 

Rasa-LilaM
QuickBooks Team

Bank Feeds Webconnect

Hello again, @chrstphrjrsz.

 

I'm happy to inform you this issue is already considered as closed and resolved. If in case you  experience the same banking problem, the workaround steps you shared with us can help resolve the issue.

 

Reach out to me if you have any questions or concerns about QuickBooks. Please know I'm always here to help.

magee508
Level 2

Bank Feeds Webconnect

Hello, I am having this same issue today with my Citibank account.  I have been downloading account information for 2 years, but just today I receive an error message that the account information downloaded by your Financial Institution contains information that is not supported.  Please advise.

magee508
Level 2

Bank Feeds Webconnect

Update - it appears the Bank ID for Citibank has been updated.  The previous Bank ID that was working was [removed].  The new Bank ID which seems to be causing issues is [removed] - does this need to be updated by the engineers to fix this issue??

Rea_M
Moderator

Bank Feeds Webconnect

Hello there, magee508.

 

I appreciate you for providing an update about what seems to be causing your bank (Citibank) issue. This would help our Product Engineers to provide a resolution as soon as possible.

 

In line with this, I'd recommend contacting our QuickBooks Online Support Team so your account will be added to the list of affected accounts and receive an update via email.

 

Rest assured, I’ll post an update on this thread once the permanent solution is available.

 

If there’s anything else I can help you with, please leave me a comment. I’m just around to help.

magee508
Level 2

Bank Feeds Webconnect

Is the resolution time hours, days, weeks?  The proposed workaround in this thread did not work for my issue.

MirriamM
Moderator

Bank Feeds Webconnect

Hello again, @magee508.

 

This issue has already been escalated to our product engineers and working for a fix. While we don't have specific time-frame on when this will be resolved, I suggest contacting our Customer Support team and provide investigation number 38221 so they can add you to the list of affected users. Once added, you'll receive an email notification once an update is available.

 

Here's how to reach them:

  1. Click the Help icon on the top right.
  2. Click Contact Us button at the bottom.
  3. Enter a short description about your concern.
  4. Click on Let's talk.
  5. Choose the method on how you'd be connected to support.

See screenshot below for your visual reference: 

 

Additionally, I want you to get the most out of QuickBooks for your business. You can check some articles that are designed to help you get acclimated with the software. They can be accessed at the following link: QuickBooks Tutorials.

 

Let me know if you have any other questions, I'm always here for you. Have a great day!

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