credit card statements stopped syncing

I'm here to ensure you're able to get your bank feeds working again, @KrisTalk. This way, you can keep your accounts updated and manage your transactions accordingly.

Before we start, I want to make sure I've got everything covered. Can you share the name of your financial institution and any error message you've encountered while downloading your bank transactions? This way, I can provide the exact solution for this matter.

Your credit card company is either performing system maintenance, or there are notifications on their website that need your attention. That's why they stop syncing transactions in QuickBooks Online (QBO).

When your financial institution performs system maintenance, you can manually update your account. This refreshes the connection between your bank and the program. Here's how:

1. Go to the Banking or Transactions menu.
2. Select the blue tile for your credit card account.
3. Click the Update button.
4. (Optional) Follow the on-screen instructions to complete the process.

Then, you can sign in to your credit card's website. This is to check your account page for messages or alerts that need your attention. Once you make changes on the website (for example, login credentials and account information), you'll have to update QuickBooks as well. Here's how: 

1. Go to the Banking or Transactions menu.
2. Select the blue tile for your credit card account.
3. Click the Edit icon.
4. Choose either Edit sign-in info or Edit account info.
5. Enter all the necessary details and follow the on-screen instructions to complete the process.

Once your transactions are downloaded, all you have to do is review and/or match them to the existing entries in QuickBooks. This will keep your account updated.

Also, I encourage you to reconcile your accounts in QBO regularly (every month). This helps monitor your income and expense transactions and detect possible errors accordingly. You may want to check out this article as your reference to guide you in doing and fixing reconciliations in QBO: Learn the reconcile workflow in QuickBooks.

I'm all ears if you have other banking concerns or questions about managing transactions in QBO. You can drop a comment below, and I'll gladly help. Take care always, @KrisTalk.

@KrisTalk 

Another option, use MT Online or one of the converter tools (e.g csv2qbo) as a workaround.

https://www.moneythumb.com/?ref=110

I need to know how to add each individual transaction since they didn't download.  I do not have many, so it is not a problem. I just cannot figure out how to add them.

Thank you inadvance.

Thank you for your previous assistance. I am moving along, finding new issues I don't know how to resolve.

Can you tell me how to go about changing an opening balance in the reconciliation section? I overpaid on a credit card. Now te opening balance to record is a credit.

Thanks for getting back here, @KrisTalk. I'm here to help you change the opening balance in the reconciliation section in QuickBooks Online (QBO).

If the reconciliation is not yet saved, you can simply edit the balance. If it's already saved, you'll have to undo the reconciliation and enter the correct beginning balance. If you don't have an accountant, you need to manually unreconcile each transaction. 

For reference, check out this article: Fix issues for accounts you've reconciled in the past in QuickBooks Online.

Then, to record the credit card transaction, just use the Credit Card Credit feature. Here's how:

1. Select the +New icon.
2. Next, click Credit Card Credit.
3. From there, enter the needed details.

Once done, you can now proceed in reconciling your account.

After that, the program will automatically create a report after the session. You can use this as a reference to avoid mistakes when doing reconciliation in the future: How do I view, print, or export a reconciliation report?.

Keep me posted if you have any concerns managing your reconciliation in QuickBooks. Have a good one and stay safe. 

Is this solution for opening balances for NEW accounts? The one I am trying to correct is. current account.

Allow me to chime in on this conversation, @KrisTalk and clarify things so you'll correctly edit your opening balance.

The steps provided by my colleague above is both for new and current accounts. However, when it comes to the opening balance of your current account or the account you've had for a while, I'd recommend starting your opening balance on the same day as the beginning of your next bank statement. 

You may refer to this article for more information in editing your opening balance: Edit an opening balance in QuickBooks Online.

Additionally, I've included an article that'll help you in case you need to make changes after you reconcile: Edit completed reconciliations in QuickBooks Online. 

Should you need further queries with regard you reconciling your accounts in QuickBooks Online, please don't hesitate to hit on the Reply button. We're always here to assist you all the way. Take care and have a good one!

None of these answers tell me how to have an CREDIT opening balance.

How does one record a CREDIT?

I’d be happy to join this thread to assist you, @KrisTalk.

Since you have overpaid your credit card, we can create a Credit card Credit transaction instead of changing your account’s opening balance. This way, the transaction will show as credit and balance your account. Here’s how:

1. Go to the +New button.
2. Select Credit card credit.
3. Choose the payee.
4. In the Bank/Credit account field, select the credit card account where you want to balance the transactions.
5. Select the date in the Payment date section.
6. In the Category details section, select the Opening Balance Equity with the exact credit amount showing.
7. Enter the amount.
8. Click Save and Close.

After the process, you can reconcile your account to keep your books accurate, I'd suggest doing it every month. Please refer to this article for further information on the specific steps: Reconcile an account in QuickBooks Online. It also contains information on how to edit completed reconciliations.

Feel free to add a reply if you have more concerns about balancing your account. Have a great day!

I am working in QB Desktop Pro Plus 2023 and one of my credit cards stopped syncing in the bank feeds. I have disabled the feed in QB. I have disconnected the link from the Chase website. I have reset everything up again, and it still doesn't work. My other credit cards (also with Chase) are syncing fine. Please advise.

Thanks!

Greetings, @RachelCL. 

Welcome to the Community! Let's work together to figure out why your chase bank account isn't syncing. 

To clarify, are you receiving any error message with the bank feed that isn't syncing? If so, please respond below with the message and any other details you may have. 

If not, I recommend using the Verify and Rebuild tool to help with common problems in the system. Here's how: 

Verify: 

1. Go to Window then select Close All.
2. Press File, then hover over Utilities.
3. Pick Verify Data. If you see:

• QuickBooks detected no problems with your data—your data is clean, and you don’t need to do anything else.
• An error message—search for it on our QuickBooks Desktop support site for how to fix it.
• Your data has lost integrity—Data damage was found in the file. Rebuild your data to fix it.

Rebuild: 

1. Go to File, Utilities, and then choose Rebuild Data.
2. QuickBooks will ask to make a backup before it rebuilds your company file. Hit OK. A backup is required before you can rebuild.
3. Select where you want to save your backup, then OK. Don’t replace another backup file. Enter a new name in File name and tap Save.
4. Click OK when you get the message Rebuild has completed.
5. Go to File, select Utilities then pick Verify Data again to check for additional damage.

• If the verify finds more damage, you’ll need to fix it manually. Search for the error(s) in the qbwin.log on the QuickBooks Desktop support site for how to fix it.
• If your error can't be found, you can restore a recent backup. Go to File then select Open or Restore Company.
  Note: Don’t replace your existing company file. You’ll need to enter info into your company file again since the backup was created.

I hope this helps. I'll be waiting for your response! 

Thank you for this info. You are correct, I have not received any error messages. And when I do the "verify data" it comes back clean. So should I still "rebuild" my data? Or is there something else that will fix my cc not syncing?

Thanks!

Rachel

Thanks for this info. Yes you are correct that I have not received any error messages. I tried the "verify data", and it came back clean. So should I still "rebuild" or is there something else I need to do to fix my cc not syncing?

Thanks!

Rachel

I actually went ahead and did the "rebuild" and that did not fix my issue. Hopefully you have another idea?

Thanks!

How big is your filesize?

What file? The QB file is 152 MB

Let me provide clarifications about your online banking concern, RachelCL.

The issue you're experiencing with your Chase account (not updating) has already been reported to our engineers. Rest assured, this issue is being worked on with utmost urgency. 

Thus, we recommend all affected customers to contact our Technical Support Team. This way, you can sign up for the notification list to receive email updates. Reaching out to them will keep you in the loop on the progress of the investigation.

To get the contact information:

1. Open your QuickBooks and head to the Help menu at the top to select QuickBooks Desktop Help.
2. This action will take you to the Have a question? window.
3. Choose Contact Us and give a brief description of your issue.
4. Click the Continue button and log in to your Intuit account.
   *If you don't already have an account, make sure to Create a new account.

1. From there, select Continue and then Continue with my account.
2. We'll email you a single use code and input the number.
   *If you have more than one account, select the one you want to use and Continue.
   
3. Press the Continue button.
4. Select to chat with us or Have us call you.

Once the bank feeds connection is working back to normal, make sure to categorize your transactions to the correct account. This way, you can reconcile the account smoothly. 

I've included some links that will guide you on how to update your Financial Institution's (FI) directory as well as resolve online banking issues:

• Fix OL and OLSU Bank Feeds errors in QuickBooks Desktop
• Update the Financial Institutions Directory in QuickBooks Desktop

Reach out to me again if you have other online banking concerns or questions. I'll get back to respond to them.