Capital One - Credit Cards Connection Issues

Welcome to the Community, Fifth Gear Automotive.

I'll share some important details about connecting bank accounts in QuickBooks Desktop (QBDT).

Rebranding accounts tied to QuickBooks Bank Feeds can help bank connection issues in QBDT. Before doing so, ensure to create a backup copy of your company.

Here's how:
 

1. Deactivate Bank Feeds for an account.
2. Create a new bank account.
   • From the Lists menu, tap Chart of Accounts.
   • In the Chart of Accounts window, right-click anywhere and hit New.
   • Choose Bank for the Account Type.
   • In the Account Name field, enter the name of the bank.
   • Tick Save & Close.
3. Merge the two accounts by renaming the old account with the name of the new account.
   • Right-click the old account, then tap Edit.
   • In the Account Name field, type the name of the new account.
   • Choose YES when you get the Merge warning dialog box.

For additional information, you can refer to this article: Re-brand or reset accounts for Bank Feeds access.

Additionally, I'd recommend reconciling your accounts every month. This is to effectively monitor your income, expenses, and the growth of your business: Reconcile an account in QuickBooks Desktop.

Let me know if you have concerns about bank connections in QBDT. We'll be with you all through the process. Take care.

Sorry, but this does not work at all. 

1) I am not able to de-activate the account. The system does not let me for some reason. 

2) I created a new chart of account and they do not merge. 

This does not work for me either.

"Your attempt to de-activate account failed. Try again after some time. If this error persists, contact your administrator."

Appreciate the update, @Michael199.

I'll make sure you're able to connect and download your credit card transactions from Capital One in QuickBooks Desktop.

Since the issue persists even after following the suggestion shared by my colleague above, I recommend contacting our Customer Care Support. You can work with one of our specialists in creating a ticket letting our engineering team investigate the root cause of the problem raised. To do so:

1. Go to Help.
2. Select QuickBooks Desktop Help.
3. Click Contact Us.
4. Enter Unable to connect and download my Capital One credit card transactions in the What can we help you with? text area.
5. Choose Chat with us or Have us call you to connect with our team online.

On that same page, I'm also including this article for the list of reports you can use: Create and Manage Reports in QuickBooks Desktop. In this reference, you're able to customize the sources and targets of a certain report to display a certain portion of your business financial activity.

Let me know how it goes in the comments below. Don't forget to include my name, @JonpriL, in your reply so that I can get back here and answer all your QuickBooks online banking concerns. Take care always, @Michael199!

@Michael199 , @JonpriL

Any solution for this? The same thing is happening to me. I called QB support and they won't help me unless I purchase Pro Plus!!!!!! Are you *7^!!$## kidding me? Even though I'm on 2021 Desktop Pro which is basically brand new.

-Frustrated to high heaven.

This isn't the kind of service we want you to experience with QuickBooks and our support, ChadS1.

I'd like to take this opportunity and ensure you can connect the Capital One-Credit cards in QuickBooks Desktop.

Your access to Live Support, Online Banking, and add-on services will be impossible after May 31, 2022. However, if you don't have any add-on services, rest assured, that your software will continue to work for you.

To learn more about this, you can refer to this link: QuickBooks Desktop service discontinuation policy and upgrade information.

Since the issue exists, I recommend contacting our QuickBooks Support Team again for this to be further investigated. One of our representatives will securely check your account to determine the main cause of the error. You can follow the steps provided by my colleague above on how to reach them.

After correlating your bank with QuickBooks, you can start adding and matching Bank Feed transactions in QuickBooks Desktop.

I’m always ready to assist you if you have any other questions or concerns about online banking. Tag me in your reply and I’ll sprint back into action. Have a good one and keep safe.

@LeizylM Your discontinuation policy applies to 2019 and earlier. As stated, I have 2021 desktop pro.

Hi ChadS1,

The non-Plus version of QB 2021 will need a support plan so that you will be assisted by our Customer Care Team. Please choose a plan in this article: Care Plans for QuickBooks Desktop. Once you have something in mind, you can call the number in the middle section of the article.

You can always go back to this thread if you need more help. Take care and have a good one!

What is support going to do?  This is obviously a software issue impacting users on several versions of QBDT trying to use bank feeds for several banks.  We need the QBDT developers to fix the software.

 Hello there, Paying Customer.

It isn't the kind of encounter we want you to come across. I want to ensure that you'll be able to download your bank transactions.

That said, I'd recommend reaching out to our Phone Support team. One of our agents there can share this with our Engineering team and can create an investigation.

You can contact us through the Help menu.

Once everything's fine, you can reconcile your account to ensure they match your bank statement:  Reconcile an account in QuickBooks Desktop.

You can always mention my name if you have other concerns.

@Paying Customer , I finally caved in and purchased QBO. This is what they are forcing us to do anyway...

I was able to resolve a similar issue I was having with Discover.  I posted details in my thread here, look for the accepted solution.

I have the same exact problem with the Capital One credit card bank feed. I cannot deactivate the account in Quickbooks. I had to do the Solution 3, which is the manual deactivation of Bank Feed via Excel posted by Paying Customer. Make sure to follow the exact instruction by Paying Customer in his thread.

https://quickbooks.intuit.com/learn-support/en-us/banking/re-unable-to-disconnect-bank-feed-from-dis...

When you start a new activation, make sure to use the "Capital One - Credit Cards" one and link it to your current Capital One card account in QB Desktop.

I think the issue is caused by security change either with Capital One or QB, and it requires you to reconnect. The big problem is when you cannot deactivate the account in QB, which then you spend a couple of hours trying to figure out the solution. Once you can deactivate the bank feed for your account in QB, you can reconnect and relink OK.

This absolutely sucks.  I am having the exact same issue. I have the 2021 version of Quickbooks desktop.  It should still be supported.  One of my checking accounts can access, the other cannot.  So, I know that it the bank feed transactions are still allowed and supported.  When I call to troubleshoot, they said that I have to buy a new version to get phone support.  So, I spend 350+ last year on the desktop version.  I spend over 350 annually on payroll services.   Now, I will also have to cave just to have them troubshoot a problem that is a SOFTWARE ISSUE?  Not cool Quickbooks.  Not at all.

having the same issue as everyone else, upgraded to QB 2023 and no luck deactivating my cap one card.  I was able to activate and connect qb to a new cap one account but i cannot deactivate the old one.

Hi there, @StantonMiami. Allow me to help you deactivate an old account in the Captial One credit card bank feed.

Have you tried performing the steps shared by DebSheenD above? If so, then you probably weren't able to deactivate it successfully.

Let me add some steps on how to do it manually. You'll need to edit the file in excel, then import it in QuickBooks to deactivate bank feeds.

If you’re in a multi-user setup, make sure to switch to single-user mode. To change, go to the File menu, then select Switch to Single user mode.

Step 1: Export Chart of Accounts

1. Sign in to your company file as an admin.
2. Go to the File menu, then select Utilities.
3. Select Export, then Lists to IIF Files.
4. Select Chart of Accounts, then OK.
5. Browse to where you want to save the file.
6. Enter a filename, then select Save.

Once done, proceed to Steps 2 and 3.

To ensure that bank feeds is deactivated, check if the lightning bolt is gone. Go to the Lists menu, then select Chart of Accounts.

You'll also want to read about how to create rules to help QuickBooks match your Bank feeds transactions.

Feel free to leave a reply if you have any other questions about bank feeds. I'm always glad to help. Take care!

Error 8888 - All accounts associated with this customer ID have been synced with QuickBooks' bank feeds

We can reset your Intuit ID settings, then let's log back into your Intuit account. These are the steps to follow:

1. From the Help menu, select Reset Intuit ID Settings.
2. Enter the word YES in the confirm field.
3. Click OK.

Once done, let's go to the Company menu and select My Company. Then, click on the Sign In button. Select you're the admin and will be managing the account. On the pop-up, enter your Intuit credentials, then hit Sign In.

Try and set up bank feeds again for that account.

Error 8888 - All accounts associated with this customer ID have been synced with QuickBooks' bank feeds

We can reset your Intuit ID settings, then let's log back into your Intuit account. These are the steps to follow:

1. From the Help menu, select Reset Intuit ID Settings.
2. Enter the word YES in the confirm field.
3. Click OK.

Once done, let's go to the Company menu and select My Company. Then, click on the Sign In button. Select you're the admin and will be managing the account. On the pop-up, enter your Intuit credentials, then hit Sign In.

Try and set up bank feeds again for that account.

I have QBO and I have the same issues with Capital One and QB.  It is constantly disconnecting and I have to manually go in and connect again.  I wonder if they are taking this issue seriously.  This is not a talk to a phone support person issue.  Quickbooks please find a solution to this issue.

Has this been working for anyone as of yet? I have reset my Intuit ID and signed in anew. I have downloaded my Capital One statements as QBO files. I double click them to import and get a screen asking me if I want to import for save for later. I choose import and click ok. Then nothing happens. Nothing is imported. No errors are given. This is extremely frustrating.

Thanks for chiming in on this thread, @jenniferneris. I'm here to share the proper format of the CSV file so you can import your bank transactions into QuickBooks Online (QBO).

CSV files are formatted differently by each bank. It means you're unable to import them since files don't have the format QBO needs. 

You can upload CSVs with either the following 3-column or 4-column format. These are the only columns QBO can handle and this order.

For the full details, see these articles: 

• Format CSV files in Excel to get bank transactions into QuickBooks.
• Common errors for importing bank transactions using CSV.

Additionally, we've assembled some frequently asked questions about importing data to further guide you through the process: Common questions about importing data to QuickBooks Online.

Please don't hesitate to return to this thread if you have more questions about importing bank transactions. The Community is more than willing to lend you a hand. Stay safe and have a nice day ahead.

Your instructions read to be for Quickbooks Online. I'm using Quickbooks Desktop Pro 2021.

Hello there, @jenniferneris.

I'll help you import your transaction to QuickBooks Desktop using CSV files.

You need to install the QuickBooks Import Excel and CSV toolkit.

Here's how:

1. Open the file download window for the toolkit, then click Save.
2. Go to your Windows Desktop and hit Save.
3. Double-click QuickBooks_Import_Excel_and_CSV.exe on your Windows desktop to open the WinZip Self-Extractor window.
4. Click Browse, choose the folder where you want to install the toolkit (such as your Desktop), then OK.
5. Select Unzip to extract the contents, and then choose Close to close the WinZip Self-Extractor window.
6. Open the QuickBooks Import Excel and CSV folder from the location you selected in step four.

Refer to this article for the detailed steps: Import/export CSV files. It also contains the steps to export.

For future reference, you can read this article about matching transactions in QuickBooks Desktop: Add and match Bank Feed transactions in QuickBooks Desktop.

Let me know if you have questions about importing transactions in QuickBooks Desktop. I'm always here to help. Have a great day.