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Midwest User
Level 2

Bank of America - New connection

Same issue for me this morning. Credit cards downloaded but checking will not and it also updated the bank balance. I am receiving the same error as you ... That sign-in info was correct, but we can only connect certain types of accounts. You can try a different bank. (2106)

Pgeorge0730
Level 1

Bank of America - New connection

I'm getting the same error code. This is getting frustrating. Support has no idea what is happening. I have tried everything! the only thing that works now is to manually import from Bank of America. I do not have that kind of time! I wish they would fix this! 

JMCabinets
Level 2

Bank of America - New connection

I am also having the same issue. What a nightmare this new connection and change has been

MaryLandT
Moderator

Bank of America - New connection

Hi there, JMCabinets.

 

Thank you for joining this thread. I understand the new connection with Bank of America causes transactions not to download in QuickBooks.

 

I just received an update about the investigation that this issue has been resolved. However, those with pending transactions will still not see any new transactions coming into QuickBooks Desktop. Our Product Team continues to partner with Bank of America to get this fully resolved.

 

In the meantime, you can connect with Web Connect when available to download transactions. I'm adding this articles as your guide: Manually import transactions into QuickBooks Desktop.


Thank you for your continued patience regarding this issue. If you have other questions, please don't hesitate to post again. I'm always around to help you.

deiffert1
Level 1

Bank of America - New connection

Also having same issue with 2 of my BofA checking accounts

Getting error "there's a problem with this account connection" I tried to reconnect but the drop down for the account doesn't show my chart of account bank checking the name.

So messed up. I wonder if it is the new version as I noticed that the search is different.

Fampack
Level 2

Bank of America - New connection

I had the same problem today, login correct but it doesn't work. I have also had problems from day one of switching to "B of A - new". It's been a joke. But today was the icing on the cake where I just spent 1.5 hours on the phone with tech support. Basically the direct connect function is gone (banks fault they say) and you have to download your transactions and import them via web connect. Had to "upgrade" to Desktop Pro 2023 subscription and it keeps making business more difficult. 

 

I keep thinking I can't be the only one all these things are happening to and as it turns out, I'm not. 

JonL
Level 3

Bank of America - New connection

This has been a frustrating day.  I too had the same issue.  There needs to be QuickBooks Support Alert across all support agents.  I have been on chat and on the phone with QuickBooks Support since this morning trying to resolve this issue and finally got off the phone when I found this on my own and had to show the QuickBooks Support agent in screen share that this is a BofA Issue.

I have no problem updating the Software, which I did to 2023, but even trying to upgrade was difficult because we kept on getting not enough drive space available even though I had 500GB of space.  We tried the Standard Install and finally had to do Managed Express Install.

There needs to be clarification because the Support Agents think that this issue is related to Direct Feed when its not Direct Feed but the new Web Express Connect that we all had to convert to last month.

 

Fampack
Level 2

Bank of America - New connection

Just to be clear, I already had upgraded to 2023 and bank feeds worked just fine before I had to change it to "B of A - new". Once I did that it never worked correctly for the last month. Duplicate transactions, or would show it was updated 4 days ago even though it was just updated. It simply didn't work like before after the switch. But then today, well it just didn't work at all and not even an email pre-warning or anything. It definitely feels like things are going backwards. 

JonL
Level 3

Bank of America - New connection

Fampack, I too had issue with duplicate transactions, or would show it was updated 4 days ago even though it was just updated.  To resolve that issue, I went to Banking> Bank Feeds>Change Bank Feed Mode and changed to Advanced Mode (New In QuickBooks Desktop 2021)

 

Fampack
Level 2

Bank of America - New connection

Yes they had me flipping back and forth from advanced mode and express or basic today to fix those. I figured at this point I'll figure out if there is a way on Monday to make it more seamless. 

JonL
Level 3

Bank of America - New connection

After a frustrating day, The Bank of America (New) Advance WebConnect  now works!  You may get some duplicate entries if you disconnected and reconnected the accounts.  Then afterwards you should not get duplicates.

McLaneDental
Level 2

Bank of America - New connection

Yep, mine seems to be working again today as well.

FlecksMarine
Level 1

Bank of America - New connection

I solved the problem by opening new accounts at Chase Bank.

YC9999
Level 1

Bank of America - New connection

I am joining the conversation to see if there are any resolutions soon. When I initially switched to BoA new it was a smooth transfer. However, my storage crashed and,  I lost data and had to restore my data and switch again to BoA -new and now it won't list my bank accounts. I can only download via webconnet and its a big inconvenience. 

SarahannC
Moderator

Bank of America - New connection

Hello there, YC9999.

 

I see your point on how important to bring your bank transactions seamlessly into your QuickBooks Desktop company file. 

 

Currently, there's an ongoing investigation that not all accounts are displaying available when linking the program to Bank of America- New. While waiting for a fix, we have another suggestion to narrow this down. We can try connecting your bank in a test company file to see if it is a file specific or a larger issue. 

 

Here are the steps on how we can open a sample file to check and verify if it is your company file or QuickBooks is the issue.

 

  1. Open the Windows Start menu.
  2. Hold down CTRL on your keyboard and select the QuickBooks icon. Don’t let go of CTRL until QuickBooks opens.
  3. Select Open a Sample file.

 

If the same thing happens, I'd suggest contacting our Support Team to help us add your company details as one of the affected users. Go to the Help menu and select QuickBooks Desktop Help F1. Alternatively, we can use the link below.

 

  1. Go to this link: Contact Support Team.
  2. Enter your full name and email address.
  3. Then, follow the on-screen instruction to complete the process.

 

Manually downloading your bank data using Webconnect may take time. It'll still help us get the bank transactions and keep them visible and accurate in our book. We can visit and review these links to manage our transactions from time to time.

 

 

Visit again if you have other concerns with linking your bank accounts and handling bank data. i'm here to help in any way that I can. Bye for now, and stay safe.

td234
Level 2

Bank of America - New connection

This would work if I had the "Schedule Online Payment" button you describe, but I do not. I have the melio.com account set up but QB Desktop has not Online Option for paying bills.

RCV
QuickBooks Team
QuickBooks Team

Bank of America - New connection

Let me help you pay bills with the Bill Pay service powered by Melio in QuickBooks Desktop, td234.

 

The Bill Pay, powered by Melio, is currently available for all 2022 versions of Pro Plus, Premier Plus, Premier Accountant, Enterprise, and Enterprise Accountant. Also. in the 2023 version of QuickBooks Desktop for Mac Plus. It's possible you're using the older version since the "Schedule Online Payment" button is unavailable on your end. 

 

If you're using the supported version, we'll need to enter a bill or Pay bills to access bill pay. Here’s how:

 

  1. Select Enter bills from your homepage or from Vendors.
  2. Then press Schedule Online Payment.

 

To pay bills, just follow the steps below: 

 

  1. Go to Pay bills from your homepage or from Vendors.
  2. Select a bill that you'd like to pay.
  3. From Methods, tap Schedule Online Payment.
  4. Then press Pay Selected Bills.

 

Then, Melio processes the payments made through Bill Pay on QuickBooks' behalf. Here are the two steps in the payment process:

 

  1. First, Melio collects the funds from your bank account or card.
  2. Then, Melio's bank sends the payment amount out to your vendor for delivery. For payments sent via Paper Check, Melio's bank prints and sends the check out in the mail.

 

The following articles provide more info about this feature and include detailed steps to pay your vendors using the Pay Bills and Write Checks window:

 

 

Fill me in if you have other questions regarding this topic or QuickBooks in general. I'm always ready to assist. You have a good one. 

Kat79
Level 1

Bank of America - New connection

Did you ever find a resolution to this issue? I am having the same problem and can't seem to find anyone to help!

Octane Adv
Level 1

Bank of America - New connection

Same issues still happening here and I have not been able to close last year’s books because of the direct connect issues. I’m tied of BofA and QB pointing the fingers at each other and WE are the collateral damage!!! I have been using QB desktop for the past 23 yrs and have never ran into a brick wall of the level! Worst off is their  bandaid solution of using web connect that adds multiple steps. Not to mention if your credit cards are not business cards you cannot use the web connect feature due to file extension name. So I’m in the position of having to manually enter several thousand transactions going back a few months because I have been waiting for this issue to get resolved and it has not. To date I have worked with tech support both at BofA and QB with well over 30 hrs invested and still no solid solution. I’m now being told to change banks!!! Yes like that is so easy to do… honestly I think this is QB purposely trying to push all of us the the online version. We need to set up a class, action lawsuit for him and go against QuickBooks to fix this issue or the refund all of our money and to find an alternative solution for us. I’m fed up.

mbaker5014
Level 1

Bank of America - New connection

This continues to be a thorn in my side. I'm a certify pro and currently noticing that through out my clients the Bank of America feeds are horrible in the desktop versions. One in particular I have is Enterprise 2023 Contract addition. The have a BOA corporates card account with 26 cards on the account. Some cards downloads fine others will not download at all and there continues to be a huge lag time in viability of the transactions I downloaded today and I have three that state 3 months ago when I sign into BOA online banking to check the account transactions are posted from one day ago but QB is not picking them up.  I have rebuilt the data, disconnected and reconnected the feed. I know how to download web connect manually but having to do 26 individual downloads and imports is cumbersome. There has to be a better solution.

Giovann_G
Moderator

Bank of America - New connection

Thanks for joining this thread, mbaker5014.

I appreciate you taking the time to go through some of the troubleshooting steps to get your Bank of America feeds into QuickBooks. Since some of your cards download without issue, there could be a problem with the connection from your bank to QuickBooks.

Let us evaluate this further, and I encourage you to contact our QuickBooks Desktop Support. They have the capability of opening your account and submitting a ticket for investigation.

 

Here's how:

 

  1. Open QuickBooks.
  2. Go to Help, then select QuickBooks Desktop Help/Contact Us.
  3. Select Contact Us.
  4. Give a brief description of your issue, then click Continue.
  5. Sign in to your Intuit account and choose Continue and then Continue with my account.
    • If you don't already have an account, make sure to Create a new account.
  6. We'll email you a single-use code. Enter your code and select Continue.
    • If you have more than one account, select the account you want to use and then Continue.
  7. Select to chat with us or Have us call you.

 

You can also get their phone number by visiting this link: Contact QuickBooks Desktop support.

 

I understand you have a lot of work to do when manually importing bank feeds since you have 26 cards in totals. In the meantime, you can consider doing it via a Web Connect file to display those transactions. Check out this article for a comprehensive guide: Download and import Web Connect files in QuickBooks Desktop.

 

Once it's inside QuickBooks, you can start the review and match process to ensure they're place in the correct account. You can read this link for more details: Add and match Bank Feed transactions in QuickBooks Desktop.

 

If you need additional assistance with bank feeds, let us know. We're available to assist you at any time.

Jenthebenson
Level 1

Bank of America - New connection

Does this work with small business bank clients only that use business advantage 360 or could be used by commercial bank clients that use CashPro too?

SirielJeaB
QuickBooks Team

Bank of America - New connection

Hey there, Jen! We're thrilled to have you as part of the Community forum and happy to help with any questions you have. It's our pleasure to provide the information you need.

 

Our main priority is to ensure that QuickBooks is being utilized in the most effective and efficient way possible. I suggest reaching out to your financial institution to confirm whether or not they support Business Advantage 360. If they do, you can easily link it to QuickBooks Online by navigating the Bank transactions menu, selecting the Link account option, and entering your bank's information into the Search field. If your bank doesn't support it, you can request support for it by clicking on the "Still can't find your bank?" link.

 

In the meantime, you can manually import bank transactions into QuickBooks Online (QBO). Please refer to this article: Manually upload transactions into QuickBooks Online.

 

Moreover, it's best to contact CashPro support to confirm QuickBooks Online compatibility. If not, browse third-party apps supported by QuickBooks at this link: https://quickbooks.intuit.com/app/apps/home/.

 

If you want to manage your transactions and use bank rules to categorize them from your bank, read the following articles:

 

 

Feel free to reach out to us anytime if there's anything else we can do to help you out with QuickBooks. We're always here to assist you and make sure your business runs smoothly. Have a great day, Jen!

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