I cannot connect to my bank account. This has been an issue since Feburary 11, 2021, and it is not being solved. Do I disconnect my account and reinstall?

Hi there, northmainautomot.

I'm here to help you rectify this connection issue.

There are certain bank errors that block QuickBooks from downloading new transactions. If you happen to encounter one, follow the links listed in the Step 4 section of this article to be guided in fixing it: What to do if you get a bank error or can't download transactions.

I would also appreciate it if you can tell me the name of your bank. This way, I'll be able to check our records here if there are any reported cases.

If you didn't receive any error messages, you can try signing in to your bank’s website to check if everything is working on their end. Then, manually update your bank connection to get the latest available transactions. Here's how:
 

1. Select Banking or Transactions from the sidebar menu.
2. Go to the Banking tab.
3. Choose the appropriate bank account.
4. Click Update.

You may also perform some basic troubleshooting steps to isolate the issue. At times, the accumulated cache in your browser causes sync and connection issues between your bank's website and QuickBooks. Start by accessing your QBO account in a private or incognito window. Please refer to the shortcut keys I've listed below:
 

• Ctrl + Shift + N for Google Chrome
• Ctrl + Shift + P for Firefox & Microsoft Edge
• Command + Shift + N for Safari

Once you're in, head to the Banking or Transactions menu again. If you're able to connect without any issues, go back to your regular browser and then clear its cache and cookies to start over fresh. Alternatively, you can switch to other supported browsers.

With regard to duplicate transactions, you can exclude them from the Banking page to get rid of them. Lastly, here are some articles that you can read to help speed up the reviewing process of your online bank transactions:
 

• Categorize and match bank transactions
• Setup bank rules

I'll be right here to continue assisting if you have any other concerns or additional queries. Just leave the details below and I'll get back to you.

Hi northmainautomot,

Hope you’re doing great. I wanted to see how everything is going about the bank connection issue you had yesterday. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

Looking forward to your reply. Have a pleasant day ahead!

I have had the same issue since 3/15 with People's United Bank. I have: 1. Used private browsing; 2. disconnected and reconnected the account; 3. Changed my login credentials; 4. Spent no less than 10 hours with QB customer service; 5. Been told by People's that it is QB problem. 

I’ve got you covered, @maureenwct71.  

I appreciate you for alerting us and performing several troubleshooting steps to resolve the bank connection issue. As much as I want to help, we have a designated department that can investigate further.

I know you’ve already reached out to our Technical Support team about this matter. But I recommend contacting them once more to review and check everything in your account. Our phone representatives have tools that can access your account to reinvestigate the issue and can provide fixes immediately.

Here’s how:

1. Select the Help menu.
2. On the QB Assistant window, type Talk to a human.
3. Select or type, I still need a human.
4. Type it again until you see a shortcut to connect with my human option.
5. Click the Contact us link to connect with our support.
6. Select Get a callback.

Here are some articles that help ensure accounts are matched and accurate. Visit them moving forward for detailed instructions:

• Categorize and match online bank transactions in QuickBooks Online
• Reconcile an account

Drop me a message below with updates on your banking connection concern. I’ll get back to you as soon as I can. Always take care!

@maureenwct71 

Explore the trial version of SlickConnect to isolate your issue. I noticed it supports your bank.

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

Wondering if you all got this sorted out? Im' losing my mind with a similar issue with First Republic Bank. Doesn't seem to be the bank's issue.

Let's make sure to sort out your bank's issue, PARKSG.

If you're unable to connect or download your bank transactions in QuickBooks Online (QBO), you'll want to update your bank manually to refresh the connection between QuickBooks and your financial institution. To do this, follow the steps below:

1. Go to the Banking tab.
2. Select the blue tile at the top for the bank account you want to update.
3. Select the Update button. Follow the on-screen instructions for authentication. Not all banks require this, but some do for added peace of mind.
   
   

If you still can’t connect, follow these steps to verify that you can connect to your bank through the link we've provided:

1. Go to Banking, then select Banking.
2. Click Add account.
3. Enter the name of your financial institution and click the magnifying glass icon to search.
4. Under All matching results, click your bank.
5. At the top of the window, click the link for your bank’s website.
6. A new window will open for your bank’s website. Make sure you’re able to access your accounts through this site by confirming you can see your account summary, account history, and account details without any error messages.
   
   

To support connection to your bank account, you'll have to access your accounts through this site. Sometimes a financial institution will have multiple logins to different types of accounts, but they choose to only release one website for connection to QBO. If you're able to access your account, log out from the bank's website and continue with the setup interview.

If your bank doesn’t appear as a choice, follow the preceding set of steps.

1. When you enter your bank and click Find, you’ll get the message, Sorry! We can’t find your bank.
2. Click on the button Request to add my bank
3. Enter your bank’s website URL in the field provided, after first verifying it, the Bank name and your email address.
4. Click Submit.

You'll also want to manually enter transactions to your bank. Please read this article for more information: Manually Upload Transactions into QuickBooks Online. In addition, you can match transactions that you've entered in QuickBooks. Here's an article for reference: Categorize and Match Online Bank Transactions in QuickBooks Online.

Please get back to us if you have any questions about connecting your bank. We're here to further assist you 24/7.

@zhaus 

Utilize the trial version of the app as I mentioned earlier 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.

Same issue, the most frustrating experience in the world, I am furious with the system— you cont even add transactional docs— I am weary of wasting my money with this application—- a waste of time

@SIya 

Explore a workaround as I mentioned earlier. If your issue is the most frustrating experience in the world, time to explore another accounting app.

Thank you for the reply -- QB held $57k of my money for almost 2 months, charged me numerous fees, and ate up about 5 hours of my time on the phone with them, dealing with one bogus excuse after another. Their CS sucks and they still haven't admitted that this was some sort of glitch in their system, my bank even tried to call them to work it out. Every time I called, I was passed along and had to retell my story, and all along the way they tried to upsell me on products. Also they had no process for a single rep to stay on top of the issue and update me, so I had to keep writing. Also two sidenotes: (1) I had to refund a client and have them try to pay again, which was a terrible brand experience, and (2) they upsold me into the plan I'm on from the self-employed product, which they continued to charge me for despite my not being able to log in b/c it's the same email address as the new platform they charged me even more for.

In the end, they finally released my funds, but I'm taking my business elsewhere. They clearly do not in any way prioritize their customers through service or user experience. It's 2021 and there are companies who will. Get with it QB! You've lost my business forever.

If you have this problem, buckle up and sit back, you're in for a ride. Sorry.

Same issues here, unable to connect for 9 days now, did all that help desk suggested, then was told the engineers are working on it since it is an issue with many customers, still nothing, it was working fine than it stops and these engineers can't trace the error and correct???

Thanks for sharing details with us here in the Community, @dmc32021.

I can feel the need to get this issue taken care of. Rest assured we're working to find a permanent fix so you can get back to running your business. For me to verify and check for any open investigation, may ask the name of your bank? 

In the meantime, you can consider uploading your transaction manually in QuickBooks Online. Here's how:

1. Sign in to your bank's website and export your bank transactions.
2. In your QBO account, go to the Banking menu.
3. From the Update drop-down, select File upload.
4. Click Browse and select the web-connect file from your bank.
5. Follow the on-screen steps in mapping the data.

You can read this article for more details: Manually upload transactions into QuickBooks Online.

Please note that the Bank Feed will download these transactions once the connection resumes to its normal order. To avoid duplicates, exclude them to keep your accounts accurate. Excluded transactions are moved to the Excluded tab, and won’t be added to QuickBooks or downloaded again.

You might find the following articles helpful about adding and matching transactions in QuickBooks Online: 

• Download, match and categorize your bank transactions in QuickBooks Online
• Reconcile an account in QuickBooks Online
• What to do if you get a bank error or can't download transactions in QuickBooks Online

Keep me posted if you have any other questions about connecting your bank to QuickBooks Online. I'll make sure to get back to you as soon as I can. Have a great week ahead.

Wells Fargo Bank

The status of the investigation is still open at the moment, dmc32021. This means that our engineers are still working to resolve the issue. 

I can see that you've already reached out to our team and have been added to the list of affected users for this INV. Please know we're working diligently to get this fixed as quickly as possible and realize the impact this has on your business.  You'll be notified as soon as this has been resolved.

Don't hesitate to let us know if you need more help when working in QuickBooks. We'll make sure everything is sorted out.

Thanks!!  And I apologize that my issue appears in two separate threads. I didn't think my first reply (this one) went through so I added a reply to another person having the same issue, his thread is dated 12/17/21. I will stick to this thread, thanks again and let's hope it does get fixed soon.

Hello dmc32021,

You are most certainly welcome!  Feel free to update us anytime. If you have any other questions, don't hesitate to let us know!

Just letting you all know that this issue worsened after I wrote - and ended up holding a lot more of my money over 3 months. I left Quickbooks as a result - everything about how they failed to handle this was abysmal. I do not think QB prioritizes customer experience. I hope that is changing, but I've been with a competitor since and it's been a far better experience. Good luck.

Update... still having issues with initial connection to Wells Fargo Bank. After many reboots I finally get connected and can do my work. But later on when I hit "update" it circles for a bit and then connection is lost and I have to do the many reboots to get re-connected.  This makes NO sense to me, please let me know your thoughts and if anyone from QB's actually contacts these banks that have connection issues.

We are continually contacting your bank about the duplicate issues, dmc32021.

While we are still working on a permanent fix, I suggest reaching out to us so we can add you to the investigation. Updates and a resolution will be sent through email. 

Meantime, you can manually add your transactions into QuickBooks. Just visit your bank's website and then download it in a file format that we support such as .QBO, .CSV, or .QFX. Then, you can follow these steps on how to import it in QuickBooks: 

1. Click the Banking or Transactions menu and then click Banking.
2. Select the bank.
3. At the upper-right, click the Link account drop-down and click Upload a file or File upload.
4. Open the downloaded file and then follow the onscreen instructions.

For more details on how to do the manual upload, you can use this link: Manually upload transactions into QuickBooks Online.

Once your transactions are in QuickBooks you can then categorize your transactions and then reconcile the bank account.

Thanks for your patience while we are continually working on a fix. Please don't hesitate to mention me if you have other questions. Take care!

Did you ever happen to get any answers on this issue? I'm going on a month now and my quickbooks online will not connect to Wells Fargo. I've spent hours and hours over the last few weeks trying to atleast get an answer. I'm backed up weeks on accounting and am supposed to have all of my end of year stuff done but can't complete anything. I have to pay an accountant to do all of this manually. What a total mess. If you have any input, since quickbooks doesn't, I'd really appreciate it.

I also have Wells Fargo bank and my account hasn't worked since December 2021. No has any answers or can help me. They won't even return my calls or let me speak to a manager. I just want this fixed so I can get a program with actual customer service and something I can use. Is yours working yet?

Thanks for joining this thread, Stacey81.
 

There's currently an ongoing investigation about Wells Fargo bank feed connectivity. Our Product Investigations team is working diligently on a solution to this. In the meantime, I'd recommend getting in touch with the Customer Care team and notifying them that you'd like to be added to our list of affected users. This will ensure that you receive email notifications about any updates relating to the case.
 

They can be reached while you're signed in.
 

Here's how:

1. Use your Help (?) icon.
   
2. Click Contact Us.
   
3. Enter a description of the situation in the What can we help you with? field, then hit Let's talk.
   
4. Select Start messaging or Get a call.
   

Be sure to review their support hours so you'll know when agents are available.
 

Please feel welcome to send a reply if there's any questions. Have a great day!

I finally had to quit calling to report my issues because I can't spend anymore time on it. I've taken all the steps, online chat, hours on end with "customer support" and every single person continues to tell me the same thing. The most frustrating experience I've ever had. I'm now in the middle of the biggest accounting nightmare I've ever had since this program just broke out of nowhere and it's right during the end of year madness. Super disappointing. You mentioned getting updates by being added to a list? I have requested just that and not a single update from anyone or even a call back in a month. This feels like some kind of terrible joke. Seeing that this has been an issue for many since the beginning of last year as well as the awful "customer service" it seems like someone would've come up with a solution by now.... an entire year later.