Re-connecting to a bank Merrill Lynch

Hi there, Rybryb111.

I appreciate you taking the time posting here in the Community. Allow me to share some updates about connecting the Merrill Lynch bank to QuickBooks Online.

Did you receive any error message while trying to connect on your bank? If so, I'd like to inform you that we currently have an ongoing issue in QuickBooks Online wherein customers received an error 105 when connecting to Merrill Lynch bank. Our engineers are now diligently working to get this resolved as soon as possible. For now, I'd suggest contacting our Customer Care Team so you'll be added to the list of the affected users and receive notifications about the status of the issue.

To reach them, please refer to the contact details found in this link: https://community.intuit.com/articles/1145770.

Please let me know if you're referring to something else. Thank you for your patience.

I have had this same issue since August with no resolution.  Is there something I can do to fix this?

Hi everyone.

I'd like to make sure you'll be able to connect your Merrill Lynch bank with QuickBooks Online (QBO) successfully.

Let's start running manual update on your bank account to refresh the connection between your bank and QBO. I'll guide you through how:

1. From the left menu, click Banking.
2. Choose the Banking tab.
3. Click Update.

If you encounter a specific error message when trying to reconnect your bank, you can refer to this article for more information on resolving different types of banking errors in QuickBooks Online (QBO): Manually update account to fix banking errors in QBO.

Keep in touch if you need more help with connecting banks in QBO. I'm always here and ready to assist you further.

I have also been having this issue since I first subscribed to QuickBooks Online in September. I have spoken with multiple people who tell me the issue is being worked on and continually get auto-generated emails saying the issue has been resolved, but still nothing works. Someone PLEASE fix this! I am waiting for an update on this issue but more importantly for a FIX!

Thanks for joining the thread, caring.

I'd like to jump in and share some update from our Banking Team about re-connecting Merrill Lynch to QuickBooks.

Currently, we're working closely with your bank to investigate every possible cause of this issue. We want to make sure we take care of it thoroughly and guarantee that this won't happen again in the future.

We'll do our best to resolve this and get you back on business.  Rest assured, I'll notify you right away when I receive more information from our Banking Team.

I appreciate your patience. For the meantime, let me know if there's anything else I can help you with. I'd be happy to help you, however I can.

Well, miracle of miracles, I was able to connect today and download my transactions! Let's hope this is the final fix, as I was able to do it once before about a month ago and then it "broke" again. If this is the real deal, I am extremely happy to be back in business. Thanks.

Hi there, @caring.

It's good to hear that your transactions has been downloaded successfully. 

I just wanted to provide an update that our engineering team has reported that this issue has been resolved and your bank account should be ready for use.
Should you experience any errors or be missing any transactions, I recommend performing a few manual updates to help refresh the connection. If the issue persists, I'd suggest reaching out immediately to our Customer Care Team so they can check on this matter for you. 

I appreciate your patience while this was being worked on.

If you have any questions, please don't hesitate to let me know by posting a comment below. Have a wonderful day.

I was finally able to reconnect to my Merrill Lynch account.  However, QB updated the bank balance correctly but the downloaded the transactions from a different ML account.  Can you fix this?

Although I did connect and was able to download transactions, several weeks worth of transactions are missing. I've tried updating multiple times to refresh the transactions to no avail. Now what?

It's good to know that you're now able to connect with your bank, @jwurth.

I want to ensure that you're transactions will be downloaded from the correct account. 

We haven't received any similar cases reported to us.  However, you can exclude those incorrect transactions and start downloading again. 

To do that:

1. Click on Banking on the left pane.
2. On the Banking page, select the For Review tab.
3. Select the checkboxes of the transactions to exclude.
4. From the Batch actions drop-down, choose Exclude Selected.

For information about this process, please refer to this article: https://quickbooks.intuit.com/community/Banking-and-bank-feeds/How-to-exclude-expenses-from-download....

You can also visit this article about incorrect transactions QuikBooks Online for your reference: https://quickbooks.intuit.com/community/Banking-and-bank-feeds/Bank-transactions-are-duplicates-miss....

Hello @caring. 

I'm grateful that you took the time to provide me with an update on the steps that you've tried. Since the transactions are still missing, I'd recommend giving our  Phone Support Team a call. This is the best resource for this issue as they're able to pull up your account and check out your transactions. 

Please let me know if I can be of additional assistance. Wishing you and your business continued success.

Hi there, jwurth1.

I'm here to provide some insights and guide you to the right support so you can get the help you need. 

We haven't received any similar reports with bank of Merrill Lynch when downloading transactions in QuickBooks Online (QBO). Since we can't pull up your account for security reason, I suggest contacting our QuickBooks Online Support Team. They have additional tools to check out your account and do a remote session to investigate this further. 

To contact our phone support, please click this link: Get help with QuickBooks Online.

Don't hesitate to click the Reply button if you have any other questions. Have a good one. 

I am having the same issue with QuickBooks online and Merrill Lynch accounts.  The bank balance shows correctly, however, the transactions are from a different account.  Was a solution ever found for this issue?  I have spent hours on the phone with QuickBooks and Merrill Lynch, and no one can provide a solution.  I was told that Merrill Lynch does not provide support for QuickBooks Online.

Hello AdminNWF!

I understand that you need to import the bank transactions. Let me help you!

First, please note that QuickBooks Online only depends on what the bank provided. You'll want to verify if Merrill Lynch has system issues because that can result in connection errors and downloading problems. Then, manually update it to help in bringing in the transactions:

1. Go to the Banking/Transactions menu and select Banking.
2. Tap the Update button.

What I can suggest for now is that you exclude the incorrect imported bank entries. This is to make sure that they won't mess up your books.

Then, you can manually upload the transactions using a supported file. You can get these files from the bank or create your own.

If this behavior continues, please don't hesitate to reach out to our Support Team. They have all the tools needed for investigation:

1. Click the (?) Help icon and enter Talk to a human (then type it again when prompted).
2. When asked by the bot, enter "Merrill Lynch".
3. Select I still need a human, then proceed with Contact us or Get help from a human.
4. Choose either Chat or Callback.

Once you have the right transactions, you can now categorize and match them. Make sure to put them in the correct accounts.

Comment again here if you have other concerns. Stay safe!

@AdminNWF 

Utilize the trial version of SlickConnect to isolate the issue. It is designed to import into any bank or credit card in QuickBooks Online, so there is no specific setting needed. If the same error persists, there is an ongoing problem at your bank.

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