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K
kathleen-bpprodu
August 20, 2024
Question

Does anyone else have problems importing bank transactions since Friday?

  • August 20, 2024
  • 2 replies
  • 13 views
No text available

    2 replies

    D
    DJW17
    August 20, 2024

    YES! Same issue here.. only my TD Bank acct & TD CC acct won't import / update.  Anyone else?

      J
      jeanbiverly_
      August 20, 2024

      Welcome to the Community, @kathleen-bpprodu and @DJW17! I'm here to assist you with the issues you have regarding importing bank transactions.

       

      Before we start, could you let me know about the specific bank error you encountered while trying to import or update your bank transactions? Any additional details will help me to give you a more targeted response.

       

      Meanwhile, let's refresh the connection and get your latest available transactions by doing a manual update. Here's what you need to do:

       

      1. Navigate to Bookkeeping or Transactions.
      2. Choose Bank transactions.
      3. Click the account, then Update.

       

       

      Alternatively, you can log in to your bank or credit card's website to check if they are experiencing any server issues or undergoing maintenance, which might be causing the problem. This could be disrupting the data exchange between the bank and QuickBooks.

       

      If everything seems fine on their end, try updating the feed again using a private window or another supported web browser that you already have installed. There may be a temporary issue with the browser you're currently using.

       

      Here are the shortcut keys:

       

      • Mozilla Firefox: Ctrl + Shift + P
      • Google Chrome and Microsoft Edge: Ctrl + Shift + N
      • Safari: Command + Option + P

       

      However, if you're having issues when trying to manually upload your transactions, check out this article and follow the specific steps for the error message you saw: Fix bank upload errors in QuickBooks Online.

       

      Once the entries are imported, it's time to review and categorize them. Then, reconcile your accounts so they always match your monthly statements.

       

      If you have any follow-up questions about bank feeds or need assistance in accomplishing your other tasks, don't hesitate to click the reply button below. Wishing you a successful and productive day!

      D
      DJW17
      August 20, 2024

      Thanks Jean, so the credit card shows an error message & when you click reconnect it says TD is not available right now. The checking account does not show any error messages - however the last update was the 16th. So the checking account appears normal but does not update.

      C
      CarlModerator
      Moderator
      August 21, 2024

      Thanks Shymae,

       

      Good to know it's not something on my end. If I download a CSV and import that way, what will happen when the connection resumes? Will I have duplicates or?

       

      Also would you kindly keep us up-to-date on this issue?

       

      Thank you.


      Thanks for returning to this thread, @DJW17. I can provide additional information about manually uploading bank transactions as an alternative to updating in QuickBooks Online (QBO).

       

      I can see the importance of when the connection resumes, and since there's no specific timeframe for resolving the issue, let's manually upload transactions for the moment.

       

      Once the connection resumes, there would be a possibility of duplicate transactions. However, we can have an option to review those downloaded transactions and exclude duplicates:

       

      1. Sign in to your QBO account.
      2. Go to the Transactions tab and select Bank Transactions.
      3. Select the For Review tab.
      4. Click on the checkbox of the transaction you want to exclude.
      5. Select Exclude.

       

      I've attached screenshots for reference:

       

       

      The excluded transaction will now go to the Excluded tab of the banking page. If you've excluded the wrong transaction, you can click on Undo.

       

       

      For more information about excluding bank transactions in QBO, please refer to this article: Exclude a bank transaction you downloaded into QBO.

       

      Also, I'd recommend contacting our Support Team so you'll be added to the specific INV related to your scenario and be prioritized in receiving email updates about the progress.

       

      For future reference, you can utilize this article to learn how to create bank rules to automatically categorize bank transactions and put them to the right accounts: Set up bank rules in QBO.

       

      Let me know if you require further assistance importing or updating bank transactions. I'd be glad to assist.

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