Is anyone else not getting bank transactions imported?

After searching more articles on this subject I found that QBO users were having this same problem between Quickbooks and Singlepoint Bank from November 2022 until at least the end of February 2023.  That's not encouraging.

Welcome back to the QuickBooks Community, Wibill.

I appreciate you for performing some steps to fix the missing transactions for Singlepoint Bank in QuickBooks Online. I can see that things have been challenging for you about this, let me provide another step to ensure you can view the recent bank data in the program.

I recommend signing into your bank's website to check if there are issues with your financial institution. This way, you can also verify if there are notifications from your bank that need attention that might cause you to be unable to see entries while connecting the bank to QBO.

Here's how:

1. Go to the Banking menu on the left panel.
2. Select Link account. Note: You won’t add an account, you just need the listed URL.
3. Search for your bank and select it. Then, copy the URL listed for your bank.
4. Sign into your bank or credit card's website using the copied URL.

After that, if you can sign in, it's a good signal that there isn't a major issue. Then, follow the following steps below to check any messages.

1. Check your account for messages, notifications, or alerts.
2. Look for any display issues as you navigate the website. These can block QuickBooks to connect with your bank.
3. Check your bank’s website for any announcements about new security requirements.

You can open this article to view extra details: What to do if you get a bank error or can't download transactions in QuickBooks Online. This also provides different banking errors and how to fix them.

In case you need steps on how you can match or add transactions in QBO to avoid duplicate data, you can read this article: Find and categorise transactions in QuickBooks.

If there's anything you'd like to me address about your bank transactions, let me know and I'll lay down some details, Wibill. I'm always here to assist. Stay safe!

@Wibill 

You can use MT Online or one of the converter tools (e.g csv2qbo @ $60 one time license) as a workaround.

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

I don't use Singlepoint, I just noticed that they were experiencing the same issue.  I have been through troubleshooting with QBO customer support.  They acknowledge that the problem is on the QBO end.  It seems to me that a major technology company should be able to address software issues much faster than QBO has been able to. It's been an entire month.

Yes, I have this exact problem. It is linked to the bank account because it is able to update the balance in the account, but it doesn't download the transactions.

I appreciate your participation in the thread and informing us that you encountered the same issue, ecris. I'm here to assist you.

Sometimes, QuickBooks Online (QBO) may update the balance but fail to retrieve transactions due to connectivity issues between your bank and QBO, even if your bank account is linked. To address this better, I kindly request the name of the bank account linked to QBO. In the meantime, I suggest accessing your bank's website through the URL QuickBooks uses to connect and check for security notifications.

1. Go to Transactions, then select Bank transactions.
2. Select Link account.
   a. You won't add an account, you just need the listed URL.
3. Search for your bank and select it.
4. Copy the URL listed for your bank.

Next, if you've recently updated your bank sign-in credentials, update your sign-in info in QBO. I recommend signing in to your QBO account through your browser's Private/Incognito Mode if you still get the same problem.

If the issue is resolved, let me add this article about reviewing your previous fiscal year and preparing for the new one: Year-end guide for QuickBooks Online.

We're always here in the Community if you have further updates about connecting your Venmo with QBO. Take care.

We have been having terrible problems linking and re-linking US Bank accounts to several QBO accounts all year, 2023.  Been talking with the bank and they don't know what to do, so they blame Intuit.  While Intuit sends us on wild goose chases throughout the QBO program.  Get together (Intuit) and make these bank connections work.  Ever heard of the phone?  

I wish you didn't face such challenges connecting your bank account to QuickBooks, @nvcpa. Don't worry, I'm here to ensure everything is working seamlessly.

Before we do so, may I know your bank's name and the error message you're getting when linking it to QuickBooks? Some banks have multiple names on our list. You can log in to all bank extensions if there are multiple results when you search for them. 

Utilize this article that details the process: Connect bank and credit card accounts to QuickBooks Online.

If the issue remains even after selecting the correct bank, I recommend accessing your QBO account in a private or incognito window to determine if this is some kind of a browser-related issue. These keyboard shortcuts can start a session depending on the browser that you're using:

• Safari: Command + Shift + N
• Mozilla Firefox: CTRL + Shift + P
• Google Chrome: CTRL + Shift + N
• Microsoft Edge: CTRL + Shift + N

Once signed in, reconnect your bank once again. If you're still unable to connect it, I suggest reaching out to our QuickBooks Support team. This way, they can take note of your case and raise a ticket for further investigation if needed.

In the meantime, you can download an updated list of your transactions from your bank's website and upload them to QuickBooks using a CSV file. After you import your transactions in QuickBooks, you can review them in the For Review tab.

If you have additional questions connecting your bank to QuickBooks or other matters that you'd like to discuss, please comment down below. The Community team is here to assist.

OK, still no luck. I'm connecting to First National Bank (Pennsylvania). I have checked the bank account for security notifications (none), and I tried using quickbooks in an Incognito browser window, and it still doesn't download transactions.

I commend your efforts in checking with your bank and accessing QuickBooks through an incognito window to isolate the issue, Cris.

I want to inform you that we're currently investigating the issue of missing transactions with First National Bank (Pennsylvania). Our engineers have identified this concern and are prioritizing it to determine a resolution as quickly as possible. 

 While it's ongoing, I recommend contacting our live support to have your name added to the list of affected users. It'll ensure that you receive timely email notifications about the latest developments.

To contact:

1. Sign in to your account, then go to the Help menu.
2. Tap on Contact Us from the Search tab.
3. Enter a short description of your concern.
4. Choose a way to connect with support.

For your convenience, you can reach out to them during their business hours. The same reference displays the support's contact number.

Once fixed, QuickBooks will automatically download your bank data. Be sure to review and categorize them under the For Review section.

Please extend your patience about this matter. If you have other questions regarding your banking entries, reach out again by leaving a comment below. We're open 24/7 for assistance.

@ecrisfield 

Use MT Online or one of the converter tools (e.g csv2qbo @ $60 one time license) as a workaround.

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

I did as you suggested and I was in the chat for OVER AN HOUR, culminating in the person trying to walk me through downloading a .csv and importing it. I know how to do that - but that is not what any of us want to have to do. We want to have the transactions imported directly from the bank. I am SO frustrated. I have spent over 3 hours at this point trying to solve a problem that I can not, as a user, solve. Please let me know when this problem get's fixed. If Quickbooks can give me a $300 credit for this time I would appreciate that as well. This is insane.

Yes.  With Wells Fargo.

Ever since the 2023 update (for Mac)  I have to re-establish my online banking settings every time I want to download transactions.  I spent half an hour on the phone with Quickbooks and they blame the banks.  In fact, the tech admitted that multiple banks cannot complete the process either.

Me:  Well if multiple banks have the same issue, and it only started happening with this update, doesn't that sound like it could be on Intuit's end?

Tech Support:  No its the banks, we are just a receiver for transactions.

Me: then can you explain why this only started happening with the latest update and build of your software?  And for 15 straight years of using your software, this is the firs time I've had this issue with your software?

Tech Support: we are just a receiver for transactions.  Some banks don't want to work with us.

Me: um...can you please tell the dev team that there is an issue here in the last month?

Tech Support:  They are aware and try and update the software whenever they can.

This is when I realized this person had no real knowledge of how a software company works.

So if anyone has the answer, please post it here.  I'm so frustrated with Quickbooks.  I may ask my accountant to use something else.

So here we are....forced to re-do the online settings every time 

UPDATE.

The 2024 update has fixed the issue that I was experiencing in this thread.  However, I would like to point out that the tech support person adamantly blamed the banks and NOT intuit for the issue.  Even though I suggested otherwise.

Proving that the tech person had no info or knowledge of what the engineers were doing.

In the old days, you used to be able to talk to the geeks and the software devs.

For the record, I still have this problem with First National Bank of Pennsylvania, and I have no idea if I was added to a list of people that will be notified when it gets fixed. I am stuck downloading a csv of transactions from the bank and importing them. This is ridiculous. I am usually pretty forgiving about these things but I'm getting mad.

The bank is linked, but it only updates the balance, no transactions come in for review.

I understand the inconvenience this has caused you, ecris. Your concern is totally valid, and we'll take it to management to make our customer service better.

I have checked on my end and found that the investigation for the issue you were experiencing has been resolved recently. However, since you are still facing the same problem, I suggest you get in touch with our QuickBooks Online Support team again. They can review if there are any other factors preventing QBO to pull up the transactions from your bank . To contact them, please follow these steps:

1. Sign in to your QuickBooks Online company.
2. Go to the Help icon.
3. Click the Search tab and select Contact Us.
4. Provide a summary of your concern and click Continue.
5. You can choose either chat with us or have us call you.

Additionally, you can visit this article guide to learn what to do if you have issues when you manually upload bank and credit card transactions into QuickBooks Online (QBO): Fix bank upload errors in QuickBooks Online

Thank you for your patience and understanding. Let us know if you have further questions about importing bank transactions in QBO. I'll be happy to help. Have a good one.

Intuit is not listening to its customers.  This seems to be an Intuit issue and yet I see the same response over and over and over.  This is likely affecting a large number of customers and going through and doing a manual upload every time is not a great solution.

Maybe moving to another platform like XERO or FreshBooks is what it would take for Intuit to get the message and find a fix for these issues?  Or... is the problem larger than what Intuit engineers can solve?

Regardless, I wish they would just be straight up with their customers that it's either not a priority or they don't know how to fix.  But as it is... we're just being strung along.  

"Thank you for your patience and understanding" is just customer service speak for "I don't know what else to tell you!"