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Not applicable

Bank Feeds

I have been able to download transactions from my Citibank account to my Bank account in QuickBooks Desktop for 2 years, but now suddenly it does not recognize my Bank account in QuickBooks.  The account has online access activated.  It has not had an issue up until this week.  How do I resolve this?  I do not want to lose the past 2 years of data, so I do not want to create a new account.  Please advise.

 

Solved
Best answer 04-25-2019

Accepted Solutions
Moderator

Re: Bank Feeds

Hello magee508,

 

Thank you for dropping by here in the Community. I'm here to lend a hand with your concern about uploading bank transactions in QuickBooks Desktop.

 

Before uploading the WebConnect file from your bank, you may need to deactivate Bank Feeds first for that specific account.

 

Here's how:

 

  1. Click the List tab at the top menu bar.
  2. Select Chart of Accounts.
  3. Right-click the account.
  4. Click Edit Account.
  5. Go to the Bank Feed Settings tab.
  6. Select Deactivate all online services.
  7. Select OK.
  8. Click Save & Close.

 

1.JPG

 

Please note that you need to delete or match any pending transactions in your Bank Feeds Center if you get an error message upon performing the process.

 

For additional insight into deactivating Bank Feeds, please visit the article that I recommend:

 

Deactivate Bank Feeds for an account.

 

Please keep in touch with me here should you need any further assistance with uploading your bank data using the WebConnect feature. The Community always has your back.

View solution in original post

16 Comments
Moderator

Re: Bank Feeds

Thanks for letting me know about the issue you're getting, @magee508.

 

I'm here to help make sure that you're able to download bank transactions in QuickBooks Desktop (QBDT).

 

I checked if there's an ongoing issue about this, but there isn't currently one. QuickBooks is dependent on what your bank shares with us and it’s possible that they're experiencing technical difficulties. I suggest reaching out to them to verify what causes this problem when downloading transactions.

 

In the meantime, you can import bank transactions using our WebConnect feature. There are two ways on how to do this:

 

Option 1. From outside QuickBooks:

 

1. Log into your bank through a web browser. Use your customer ID and PIN or password.
2. Download and save the online transaction activity via QuickBooks WebConnect (.QBO) file, then import them.

 

Option 2. Inside QuickBooks:

 

1. Go the Banking menu at the top, then pick Bank Feeds and Bank Feeds Center.
2. On your bank, then select Download Transactions.
3. A QuickBooks browser window opens and displays your bank's website. Enter your customer ID and PIN or password.

 

This should get you the most recent transactions. For additional information, check out this article for further guidance: Download Bank Feed transactions.

 

Please let me know how the call goes. I'm always here if you need anything else or should you have additional questions. Have a great rest of the day.

Not applicable

Re: Bank Feeds

I have done all those steps.  However, I get a message box that says:
Select Bank Account.  QuickBooks does not have an online account to handle these transactions.  Please make a selection below.  

And then it asks me to choose "Use an existing QuickBooks account" or "Create a new QuickBooks account"

However when I choose "User an existing QuickBooks account", it does not list the bank account that I do already have set up with online access.  I have been able to access the bank account for 2 years but suddenly QuickBooks now cannot connect.

 

Please advise.

Not applicable

Re: Bank Feeds

Hello, I am able to complete the steps you mention up to downloading the transactions from my external bank.  

However, then I get a pop-up box in QuickBooks that says:

"Select a Bank Account.  QuickBooks does not have an online account to handle these transactions.  Please make a selection below.

Use an existing QuickBooks account.

Create a new QuickBooks account."

 

However, I already have a QuickBooks bank account set up with online access that I have been downloading transactions to for 2 years.  But that QuickBooks bank account is not an available option under "Use an existing QuickBooks account".

Please advise.  

Moderator

Re: Bank Feeds

Hello magee508,

 

Thank you for dropping by here in the Community. I'm here to lend a hand with your concern about uploading bank transactions in QuickBooks Desktop.

 

Before uploading the WebConnect file from your bank, you may need to deactivate Bank Feeds first for that specific account.

 

Here's how:

 

  1. Click the List tab at the top menu bar.
  2. Select Chart of Accounts.
  3. Right-click the account.
  4. Click Edit Account.
  5. Go to the Bank Feed Settings tab.
  6. Select Deactivate all online services.
  7. Select OK.
  8. Click Save & Close.

 

1.JPG

 

Please note that you need to delete or match any pending transactions in your Bank Feeds Center if you get an error message upon performing the process.

 

For additional insight into deactivating Bank Feeds, please visit the article that I recommend:

 

Deactivate Bank Feeds for an account.

 

Please keep in touch with me here should you need any further assistance with uploading your bank data using the WebConnect feature. The Community always has your back.

View solution in original post

Not applicable

Re: Bank Feeds

I am having this same problem.  I deactivated the linked bank account yesterday, and got it reactivated.  The recent transactions downloaded just fine.  However, it only downloaded the current month.  I need to import January through April, and when I try to import it, I am asked to create a new checking account.  It is not recognizing the new account. 

 

I have been fighting this for more than a month.  Please tell me there is a work around so I do not have to deactivate my checking account AGAIN.

Moderator

Re: Bank Feeds

Thanks for joining this thread and for sharing the steps you've done to get this working, @swstarling.

 

To ensure that I'm on the same page, did you use the WebConnect feature when importing the transactions from the previous months? If so, you should be able to select Use an existing QuickBooks account option when prompted to Select Bank Account. Since it's only asking to create a new one, let's perform some troubleshooting steps that can help isolate this. Here's how:

 

Duplicate this using a test file:

 

1. Open QuickBooks, then go to the File menu and pick New Company.
2. Select Express Start.
3. On the newly created file, add your bank account on the Chart of Accounts, then set up Bank Feeds.
4. Once done, import the transactions.

 

If it works, the original file might be damaged. In this case, run the QuickBooks built-in diagnostic and repair tools called rebuild and verify data utilities. These tools comb through, repair, and notify you of data damage. Here's how:

 

1. Go back to your original company file.
2. Then, go back to the File menu, then select Utilities and Rebuild Data.
2. Choose OK. Follow the prompts to save a backup.
3. Click OK when you see Rebuild has completed.
4. Now, go back to File, then Utilities and select Verify Data this time.

 

Should the Verify find an issue, you will be prompted to Rebuild Now or View Errors. Choose Close, then perform the steps below:

 

1. Find and check the QBWin.log or QuickBooks.log files.
2. Scroll all the way to the bottom for the most recent Verify information.
3. Find the line that contains the LVL_ERROR, then check Top data damage errors in QuickBooks Desktop.

 

For additional information, check out these articles:

 

 

That should get you fixed right up. Keep me posted on how everything goes or if you're referring to something else in the comment section. I'll be here for further assistance. Take care and have a good one.

Not applicable

Re: Bank Feeds

Downloaded transactions from bank to QB bank acct until 5/23/19. Used same procedure I used for past 2 years. No problem. Tried on 6/6/19 got screen msg to contact my bank. Did so. They say account is OK. Bank and QB account names differ. They always have. Must they be the same? Thanks... DonZ 

QuickBooks Team

Re: Bank Feeds

I appreciate you reaching out to your bank for assistance in verifying the issue, @TKnuk.


The name in QuickBooks doesn’t have to be exactly the same with what is showing on your financial institution’s website, as long as you’re able to download the transactions with the correct account. 


If you haven’t encountered any error message aside from the statement to contact the bank, I recommend updating QuickBooks Desktop to the latest release. Once done, follow the steps shared by my colleague @AlcaeusF to deactivate online service for this account.


Right after, enable the feature and start downloading transactions again. For more information about the process, refer to the article provided above.


Here’s an article about fixing banking errors in QuickBooks Desktop that may help: Fix OL and OLSU Bank Feed errors.


That should do it. Please let me know how everything goes or if you need anything else. I’m more than happy to help. Have a good one!
 

Not applicable

Re: Bank Feeds

i try that many times and it does not work. i can't get rid of that feature.

Moderator

Re: Bank Feeds

I appreciate you joining us in this thread, nissimamar.

 

Are you referring to deactivate bank feeds for an account? If so, let's start by verifying and rebuilding your QuickBooks data.

 

Make sure to secure a backup copy of your company file first and QuickBooks is updated to the latest release. Then, refer to these steps to run the Verify and Rebuild Utility tool:

  1. Open QuickBooks Desktop.
  2. Go to the File menu and select Utilities. Then, choose Verify Data.
  3. A warning message will appear, just click on Rebuild Now.
  4. Then, follow the onscreen instructions.

Once done, follow the steps above provided by my peer, AlcaeusF.

 

You can also check out this article for further guidance: Can’t deactivate Bank Feeds for an account.

 

Please let me know how it goes by leaving a comment below. I'm always here to lend a hand and help you further. Take care and have a good one.

Not applicable

Re: Bank Feeds

Hello... Jane D

This survey relates to the customer care contact regarding case [removed].

See survey [removed] and my comments. Sorry for tardy response but I really appreciate your follow-up. Good to know there is a way to resort/reindex if a suspect file may be corrupted. Don Auclair

QuickBooks Team

Re: Bank Feeds

Thanks for getting back to us, @TKnuk

 

For your security and privacy, the system removed the case and the survey number you've attached. Aside from that, we also don't have the visibility of the case. If the case hasn't been resolved yet, would you mind providing us more details about it so we can further assist you?

 

You can also visit the Community Help page. We have lots of articles that you can browse which answers to your product-related questions.

 

Looking forward to hearing again from you, TKnuk. We're always here for you. 


 

Frequent Explorer **

Re: Bank Feeds

I don't see any way to start a new message thread, so I'm going to add on to this one ...

I setup bank feeds for 5 accounts at the same bank (South State Bank) over a year ago and it's been working fine until this morning when I got a QL202 error when trying to download bank feeds on several accounts (see attached screen grab). I could login fine via the bank website using the latest versions of Firefox, Edge, and Internet Explorer. I talked with the bank's tech support and they could find no problems with my accounts that would prevent the bank feeds from working.

I then deactivated online services for one account and tried to reactivate it - no joy.  I get an Error 1013 when I try to connect now. I went through all the steps in the Fix OL and OLSU Bank Feed Errors page and none of them helped.  I even created a new QB company and bank account and could not connect with it. Here is the last set of entries in my CONNLOG.TXT log file when I tried it:

20191010 12:38:15: Marketing session sending to: https://msa.intuit.com/banking/fimkt/basic/intuit_BASICqb.ini
20191010 12:38:15: QFN: Beginning get from https://msa.intuit.com/banking/fimkt/basic/intuit_BASICqb.ini
20191010 12:38:15: QFN: End get from https://msa.intuit.com/banking/fimkt/basic/intuit_BASICqb.ini, netstatus 0
20191010 12:38:27: QFN: Beginning send to https://ofx1.evault.ws/OFXServer/ofxsrvr.dll
20191010 12:38:29: ***QFN kQFFInished: returns 67305972
20191010 12:38:29: QFN: End send to https://ofx1.evault.ws/OFXServer/ofxsrvr.dll, netstatus 29

 

Any assistance would be of great help!

 

 

 

 

 

 

 

QuickBooks Team

Re: Bank Feeds

Thanks for the detailed information, netgreen. I've also viewed the screenshot you've attached.

 

You can only set up one account per bank when connecting it into QuickBooks. There are a few reasons why you get OL and OLSU bank feeds errors.

 

There can be issues with:

  • Your Internet connection was interrupted in the last online baking session.
  • One or more accounts in your company file.
  • The download format. 

I also suggest reaching out to our phone support team since the unexpected behavior still persists. To reach them: 

  1. Go to the Help menu.
  2. Select QuickBooks Desktop Help
  3. Click Contact us
  4. Enter a brief description that you got both errors when trying to get the recent available bank transactions. 
  5. Click Continue
  6. Choose to either Message an agent or Talk to a specialist

You can also check this article that can help you set up and categorize your bank feed transactions

 

Reach out to me if there's anything else that I can help you with. 

Frequent Explorer **

Re: Bank Feeds

Just to clarify, I only have ONE login account for South State Bank, but we have FIVE checking accounts.  Bank feeds was working for all of them until yesterday when it suddenly did not work.  I deactivated online banking for all of them, then tried to reactivate it and got the failure messages.

 

BUT GOOD NEWS TODAY!  When I started up my computer and QB again today, I was able to link our account to the bank and connect to all of our checking accounts again!  I'm not sure what happened - I had rebooted and restarted QB several times yesterday with no luck.  Just wondering ... I installed a big Windows 10 update the day before yesterday - wonder if that messed up anything?

 

Thanks for your assistance.

Highlighted
QuickBooks Team

Re: Bank Feeds

I appreciate hearing again from you, @netgreen.

 

There are several possible reasons why you're unable to connect your bank with QuickBooks. Changes made on your operating system (Windows 10) such as the updates you've installed may affect the performance of any software installed on it. It is really important to reboot your computer to ensure that all system components are configured properly when installing an update.

 

Feel free to leave your comments below if you have other question. I'm always here to help.

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