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Community Manager

Fix Online Banking Errors in QuickBooks Online (QBO)

You may occasionally receive an error when you try to import your banking transactions into QuickBooks Online.  The reasons can vary, but for many errors, the steps listed below will usually clear up the error for you.  

 

Try the steps below in the order listed - you may only need to follow one or two of them to resolve the issue, but some issues may need you to try all of them.  

 

The first thing we want to try is running a manual update on your bank account: 

 

  1. Select Banking  from the left menu.
  2. If you only want to update some of your accounts, click to unselect the unwanted accounts.  Blue indicates the selected bank, grey means it's unselected.
  3. Click on the Update  button in the upper right-hand corner.
  4. If prompted, enter your Multi-Factor Authentication (MFA) credentials (this must be done within 2 minutes of box appearing) and then click Continue Update.
  5. You will receive a notification when the update is complete, and if successful you will see that the date of last update and total number of transactions have changed. 

 

 

2018-02-27_9-03-09.png

 

 

2018-02-27_9-04-25.png

Note: Manual updates will look back 90 days and download any new transactions listed within that period of time. That way if you have to skip days between updates the download will still get the most current information when you do connect to your account.

 

Also, keep in mind:

  • Some banks and credit card companies don't post transactions for download until later in the day or the next morning
  • Many times you're able to see the transaction on the bank's website but they won't be downloaded until they post
  • If there are missing transactions, wait at least 24 hours in case your bank doesn't make them available immediately. 

 

The next step to try is to verify that you can log in to your bank's website through the URL the bank has provided us for online banking.   

 

Follow the steps below to verify that you can connect to the bank through the link in QuickBooks Online: 

 

  1. Select Banking  from the left navigation menu.
  2. Select Add account  at the top right of the Banking screen.
  3. Search the name of your financial institution.
  4. Under results, select the bank.
  5. At the top of the window, click the link for the bank's website.  

 

2018-02-27_9-22-24.png

 

  

  1. 6.  A new window will open for the bank's website. Make sure you are able to access the accounts through this site by confirming you can see the account summary, account history, and account details without any errors.

 

In order for us to support connection to a bank account, you must be able to access the account through this link. Sometimes a financial institution will have multiple logins to different types of accounts, but they choose to only release one website for connection to QuickBooks Online.

 

If you are successful accessing the account, the next troubleshooting step is to look for a message, notification or alert from your bank indicating that something isn't working as it should be. 

 

Sometimes this will be a message that you need to update your password, or that the bank has enabled new security features that require you to take action before you can proceed.  

 

Finally, if you have tried all of the steps above, wait at least a day before trying again in order to allow the bank time to fix any issues with their servers.

 

If you are still getting an error after trying the steps above, you can also try searching for that specific error message on our support site.  

 

You can also contact a support agent for assistance.  

 

Solved
Best answer 05-09-2018

Accepted Solutions
ProAdvisor

Re: Fix Online Banking Errors in QuickBooks Online (QBO)

How did I miss this article?  The number one question I get is “my bank feed stopped working”.   I am saving this link for sure.   Nicely done @LisaNullar

View solution in original post

12 Comments
ProAdvisor

Re: Fix Online Banking Errors in QuickBooks Online (QBO)

How did I miss this article?  The number one question I get is “my bank feed stopped working”.   I am saving this link for sure.   Nicely done @LisaNullar

View solution in original post

Level 1

Re: Fix Online Banking Errors in QuickBooks Online (QBO)

My bank feed stopped working a week ago. I've logged on to my Fifth Third account no problem, validated no messages or alerts, I updated the password on the bank site and in quickbooks to know they are connected and it still isn't pulling in the new transactions.

 

What else can I try?

QuickBooks Team

Re: Fix Online Banking Errors in QuickBooks Online (QBO)

Hey there, BBQ SuperStore.


I appreciate you performing the steps necessary to resolve the online banking issue. I’d be glad to provide some information about this.


We’re aware that some of our customers’ downloaded transactions are not coming over. Our engineers are currently working for an immediate fix.


While waiting for the resolution, we'll need to add you to the list of affected users. I suggest contacting our QuickBooks Online Support Team so we can get your company set up for email updates.


Thanks for your understanding and patience. Feel free to visit the Community site if you have questions about working in QBO. We're always here to help.

Level 1

Re: Fix Online Banking Errors in QuickBooks Online (QBO)

Our fifth Third transactions have not downloaded since the 8th.  When is this going to be resolved??

Moderator

Re: Fix Online Banking Errors in QuickBooks Online (QBO)

Hello Viewpoint1234,

 

Let me share some details about the Fifth Third Bank transactions not downloading in QuickBooks Online.

 

Our product engineers are currently working with your bank to resolve this issue for you. We are still waiting for the permanent fix.

 

While we are unable to tell when this issue will be resolved, I suggest contacting our phone support. We'll add you to the list of affected users and send you email notifications. You can find our contact information here: QuickBooks Online Customer Care.

 

We greatly appreciate your patience on this. Rest assured that we'll resolve this for you. Please know that I'm always here if you have any questions. Have a good one.

Level 1

Re: Fix Online Banking Errors in QuickBooks Online (QBO)

Transactions from 11/16 to 11/19 came down but still missing 11/8 - 11/15. Any update on when this will be fixed?

QuickBooks Team

Re: Fix Online Banking Errors in QuickBooks Online (QBO)

Hello, @BBQ SuperStore.


Thanks for looping in. Let me share what I know about the status of this issue.


Our Engineering Team is still working with Fifth Third Bank to get a permanent fix for this unusual behavior.  As much as I’d like to provide you a specific time frame when this issue will be resolved, we haven’t yet received any updates.


In the meantime, we’re asking for your patience and understanding while we’re continuing to work on this. We’ll keep you posted on this thread as soon as an update is received. 


If you’ve not been added to the list of affected users, I’d suggest getting in touch with our Customer Care Team. You can reach them on the phone number listed in this article: https://community.intuit.com/articles/1145770.


Please know I’m only a post away if you need anything else. I’ll be here to help. 

Level 1

Re: Fix Online Banking Errors in QuickBooks Online (QBO)

I'm stuck in limbo. I sent payment to TD, but TD did not acknowledge their receipt. I know they were received because I can see them when I log into my TD account. Quickbooks will not let me delete the payments until they are acknowledged by TD. I cannot disconnect my online banking either. Does anyone have a way for me to delete the pending payments?

Moderator

Re: Fix Online Banking Errors in QuickBooks Online (QBO)

Hi there, jlich3.

 

Thank you for providing detailed information and screenshot about the issue. I'd be delighted to assist with deleting the pending payments in QuickBooks Desktop.

 

We'll need to check the root cause of the error message you encounter when trying to delete the payment. You can check the Bank Feeds logs for us to pinpoint the failure.

 

For the detailed steps, you can follow this article: Collect Bank Feeds log files.

 

Once you've checked the logs, you can let me know by posting a response on this thread. While waiting, you can try to delete the payment by holding the Ctrl key and pressing the Delete button on your keyboard.

 

Please keep me up to date by adding some screenshots or additional information about the results to ensure timely resolution. I'll be around to help.

Level 1

Re: Fix Online Banking Errors in QuickBooks Online (QBO)

Holding down control and delete is not working. The file errors are attached. Thank you.

Highlighted
Level 1

Re: Fix Online Banking Errors in QuickBooks Online (QBO)

deleted

Moderator

Re: Fix Online Banking Errors in QuickBooks Online (QBO)

HI, jlich3.

I want to make sure you'll get the best help possible with fixing online banking errors.

 

I appreciate the details you've provided. I'd like to check this for you and get it taken care of myself. However, I won't be able to check your account without asking for sensitive information. I don't want your account information displayed here for security reasons since Community is a public forum.


It would be best if you reach out to our Customer Care Team so they can get your account information, review the details, and make sure that you'll be provided with the right resolution.

To reach us, please follow these steps:

  1. Sign in to your QuickBooks Online Company.
  2. Click (?) Help at the upper right corner.
  3. Select Contact US on the pop-up.
  4. Enter what you're needing assistance within the How can we help? field and choose Continue.
  5. Click Get a callback.
  6. Enter your contact information.
  7. Select Call me.

Also, these articles might help you in the future, check this out:

 

I'm only a post away if I can be of additional assistance about online banking errors. Wishing you a wonderful rest of the week.  

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