Bank feeds

Hi there, @ABHandshake.

I've got some troubleshooting steps for you to sort out this banking issue in QuickBooks Online.

Before anything else, would you mind attaching the screenshot again to this post? Also, I'd like to ask for the name of our bank. This way, I can check here on my end if other users also encountered the same problem you have.

In the meantime, you can try logging in to your QBO account using a private window. There are times when too much historical data from the browser causes discrepancies that affect the view and performance of your QuickBooks. It can help us determine if this is a browser-related issue. Feel free to use either of these keyboard shortcuts to open an incognito window, depending on your browser:

• Google Chrome: Ctrl + Shift + N
• Safari 11 or newer: ⌘ + Shift + N
• Mozilla Firefox: Shift + Ctrl + P
• Microsoft Edge: Ctrl + Shift + N

If it works, you can return to your original browser and clear its cache, not the cookies to start fresh. You can also use another supported, up-to-date browser that are already installed to narrow down the results.

Additionally, check out these articles that may come in handy in getting your bank transactions in order:

• Categorize and match online bank transactions in QuickBooks Online
• Reconcile an account in QuickBooks Online

If you have any other questions about your bank connection or managing your transactions, please feel free to comment below. I'll get back here as soon as possible to help you again. Thanks for dropping by, and stay safe always.

This is not a new problem. It is quite common. Quick book want to blame our bank but I have spoken to my bank and it is a quick books problem. I need to know my account balance at all times to make sure everything evens out. Please help quick books 

Thank you for joining the conversation, @Bmurray1. Let me offer some assistance to update your bank transactions in QuickBooks.

Before we proceed, could you please specify the issue with your account and the name of your financial institution? This will allow me to provide you with the appropriate troubleshooting steps to resolve the problem.

To ensure you receive the latest transactions from your bank and credit card accounts, we can manually update them. This will refresh your connection and download your most recent transactions on the Banking page. Here's how:

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

If you ever see issues or errors, here's how to fix online bank connections.

Once your transactions are in, it's time to review and categorize them to ensure they reflect on your bank's register.

If you have any additional questions or need further clarification regarding banking concerns, please provide your details here so I can assist you further. Have a great day!

Hi, thank you for your comments.

Attached is what it looks like when I try to connect bank statements to our QBO.

https://www.hsbcnet.com/ - this is our main bank we need to connect to QBO.

I have attached a screenshot (2 pages in one file), could you please check it?

I would appreciate any further guidance on how to get it set up.

Thank you

Hi, 

Thank you for your advice.

Could you please check the attached screenshot and advise us how we can link a bank account?

Thank you

Hi, 

Could you please check the list of issues we are having with bank feeds we have described in the attached file?

Thank you

Thanks for checking the error on your end, @ABHandshake. I can see there are specific cases or ongoing investigations about the issues you're having with the connection option under the Banking page in QuickBooks Online.

I can see the challenges you encountered under the banking section and the urgency of viewing them as quickly as possible. For now, there isn't a specific time frame for when the issue will be resolved. Our engineering team doubles their time to settle the error as soon as possible. Furthermore, it would be best to contact our support team. This way, they can add you to the involved users. Feel free to follow the steps provided by my colleague above.

Here's how:

1. Log in to your account.
2. Click the Help button at the top right corner.
3. Go to the Search tab, then select Contact Us.
4. Enter a brief discussion with your concern, then click Continue.
5. Choose to Have us call you to connect with us.

For your convenience, here are the support hours for different QuickBooks Online plans:

Plus, Essentials, Simple Start:

• Monday to Friday: 6 AM to 6 PM PT
• Saturday: 6 AM to 3 PM PT

Advanced:

• Support is available anytime, any day.

For additional reference, visit this article for your guide: Manually upload transactions into QuickBooks Online.

Following the steps above will allow you to receive updates on the available fix. My purpose is to provide information and assist with answering questions to the best of my abilities. If you have any specific questions or need assistance with a particular topic, feel free to ask, and I'll do my best to help you.

I have tried all this and just tried it again. It has shown the same bank balance for the last 2 months. I have to call my bank every other day to get my true balance. I shouldn’t have to call my bank to get balance. I have re-added my bank a couple months ago. You guy verified the account and it still don’t work. 

I have tried all this and just tried it again. It has shown the same bank balance for the last 2 months. I have to call my bank every other day to get my true balance. I shouldn’t have to call my bank to get balance. I have re-added my bank a couple months ago. You guy verified the account and it still don’t work. 

Hi, I am trying to get some support with my bank feeds issue described above directly from the QBO, but the only messages I am getting from a robot 

Thanks for getting back into this thread, ABHandshake. I understand the urgency of getting your issue resolved. I'm here to provide information on the best time to reach out to our live support team so they can assist you with your queries.

To get the necessary assistance from our Customer Care Team, I suggest reaching out to them during their business hours, which are from 6 AM to 6 PM PT on weekdays and from 6 AM to 3 PM PT on Saturdays. Then, follow the steps provided by my peer, ChristineJoieR, above to contact them. Here's an article for your reference: QuickBooks Online Support.

This way, they can add you to our notification list, and you'll receive an email notification once an update is available. You can also present this investigation number (INV-94308) to our representative to speed up the process. 

Once everything's good with your transactions, you can utilize the following resources to hasten the review process of your online bank transactions:

• Categorize and match online bank transactions in QuickBooks Online
• Set up bank rules to categorize online banking transactions in QuickBooks Online

If you have follow-up questions about this or any other QuickBooks-related concerns, please don't hesitate to click the Reply button below. I'm willing to help and assist you anytime.

I have tried all this and it doesn’t work. There never use to be a problem till there was an update for Quickbooks then it won’t sync to show true bank balance.  I need to get this fixed asap. I can call the bank everyday to get bank balance when I’m paying Quickbooks for this function. Thank you. 

Hello, Bmurray1. 

Thank you for bringing this issue to my attention. I completely understand the urgency of resolving this issue about Bank of America having no option to pick an account/loop back to the connect page. I've checked with (INV-94308) shared above, and the investigation for the issue previously reported has already been closed. Since you encountered the same issue, I suggest reaching out to our customer support team. They have the tools to access your account and investigate further the problem you've encountered with your Bank of America.

Here's how: 

1. Click the Help tab in the upper-right corner.
2. Go to the Search tab, then select Contact Us.
3. Enter your concerns and click Continue.
4. Select either Chat with us or Have us call you.

In the meantime, you should import your transaction to continue your work. For reference, you can check out this resource's Import Web Connect (.qbo) files section: Manually upload transactions into QuickBooks Online.

Once everything is set, you might want to utilize this resource to help you manage your transactions efficiently: Categorize online bank transactions in QuickBooks Online.

I'll be around if you need more help with your bank account. Tag me in your response, and I'll get back to you as soon as possible. Take care, and have a great day!