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sales140
Level 1

Bank of America CC will update Bank Balance but will NOT pull transactions. Any one encountering this? Other BOA accounts are fine.

 
3 Comments 3
RCV
QuickBooks Team
QuickBooks Team

Bank of America CC will update Bank Balance but will NOT pull transactions. Any one encountering this? Other BOA accounts are fine.

Thanks for bringing this one to our attention, sales140.

 

We have a reported issue where Bank of America imported missing transactions or not  bank transactions are not uploading. Our engineers are still working on the permanent fix.

 

Cases like this, I'd suggest contacting our Customer Support Team. They'll pull up your account in a secure environment and add you to the list of affected users.

 

Here's how:

 

  1. Click the Help icon on the top menu.
  2. Tick Contact Us.
  3. Enter your concern in the What can we help you with? field.
  4. Tap Let's talk.
  5. Select Start a chatGet a callback or Get the number to connect with us.

contact us official 01.PNG

 

In the meantime, you can import bank transactions using Excel CSV (comma-separated values) files into QuickBooks Online (QBO). You can also use the WebConnect feature to manually upload them into your account. Just check out this article for the steps and details: Manually upload transactions into QuickBooks Online.

 

I've got a link here that provides you with articles about managing bank transactions: Find help with bank feeds and reconciling accounts.

 

I'll also keep an eye on the issue and will get back to you if there's an update. Keep me posted if you need a hand creating bank rules. I'll be here to help.

Dorrie T
Level 2

Bank of America CC will update Bank Balance but will NOT pull transactions. Any one encountering this? Other BOA accounts are fine.

We're having this same issue with Bank of America credit card transactions. All other bank connections are updating fine, but BoA has not updated (manually or otherwise) since 7/30. We keep getting a generic response that QBO cannot connect at this time. Today the message added code 9999.  We followed the steps to re-connect, but to no avail.

MariaSoledadG
QuickBooks Team

Bank of America CC will update Bank Balance but will NOT pull transactions. Any one encountering this? Other BOA accounts are fine.

Hi there, Dorrie T.

 

We have received a report about error 9999. Our engineers are working to get this fixed as soon as possible. 

 

As an alternative, you can sign in to your bank's website and directly download transactions from there. Then, upload the file in QuickBooks Online (QBO). Please check this article: Manually Upload Transactions In QuickBooks Online.

 

In the meantime, I suggest calling our support team so you'll be added to the list of the affected users. 

 

Here's how to reach them: 

  1. Sign in to your QuickBooks Online company.
  2. Go to Help (?).
  3. Select Contact Us.
  4. Enter your concern, then select Let's talk.
  5. Choose a way to connect with us:
    • Start a chat with a support expert.
    • Get a callback from the next available expert.

Once done, you can now add and match bank transactions in QuickBooks Online. Please see this article for your reference: Categorize And Match Online Bank Transactions In QuickBooks Online

 

Feel free to let us know if you need anything else. I'd be glad to help.

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