cancel
Showing results for 
Search instead for 
Did you mean: 
amy-reichel
Level 1

Is anyone having a problem with their Raymond James connection? Their website changed & QB acts like I am connected & says it updated, but nothing imported since March

 
Solved
Best answer July 28, 2020

Best Answers
Catherine_B
QuickBooks Team

Is anyone having a problem with their Raymond James connection? Their website changed & QB acts like I am connected & says it updated, but nothing imported since March

We can refresh the connection of your bank, amy-reichel.

 

Whenever there are changes in your bank such as the bank's website and sign-in info, these details must be updated as well within QuickBooks. To ensure that we refresh the connection without errors, you can disconnect and reconnect the bank.  

 

Just a heads up that when you disconnect, QuickBooks deletes any transactions that still need to be reviewed in the For Review tab. If they're older than 90 days, you won't be able to download them into QuickBooks again. However, you can manually do so. 

 

Here's how to disconnect:

  1. Go to the Banking or Transactions page and select Banking.
  2. Select the Raymond James bank and click the pencil icon at the upper-right of the bank tile.
  3. Click Edit account info.
  4. In the Account window, select Disconnect this account on save.
  5. Click on Save and Close.

After that, reconnect your bank again. I'd suggest using the new bank's website in searching for it just to make sure it's the correct one. Once your transactions are now in your bank feeds, you can categorize and match them. 

 

I'm just here if you have other questions. I'd be glad to help you. You take care always and have a great day!

View solution in original post

5 Comments 5
Catherine_B
QuickBooks Team

Is anyone having a problem with their Raymond James connection? Their website changed & QB acts like I am connected & says it updated, but nothing imported since March

We can refresh the connection of your bank, amy-reichel.

 

Whenever there are changes in your bank such as the bank's website and sign-in info, these details must be updated as well within QuickBooks. To ensure that we refresh the connection without errors, you can disconnect and reconnect the bank.  

 

Just a heads up that when you disconnect, QuickBooks deletes any transactions that still need to be reviewed in the For Review tab. If they're older than 90 days, you won't be able to download them into QuickBooks again. However, you can manually do so. 

 

Here's how to disconnect:

  1. Go to the Banking or Transactions page and select Banking.
  2. Select the Raymond James bank and click the pencil icon at the upper-right of the bank tile.
  3. Click Edit account info.
  4. In the Account window, select Disconnect this account on save.
  5. Click on Save and Close.

After that, reconnect your bank again. I'd suggest using the new bank's website in searching for it just to make sure it's the correct one. Once your transactions are now in your bank feeds, you can categorize and match them. 

 

I'm just here if you have other questions. I'd be glad to help you. You take care always and have a great day!

View solution in original post

kimAb
Level 1

Is anyone having a problem with their Raymond James connection? Their website changed & QB acts like I am connected & says it updated, but nothing imported since March

I am in the exact same boat! And disconnecting and reconnecting do not resolve the issue. I was just on with CS for almost and hour and they can't figure it out either. Did you ever get it resolved?

Joesem M
QuickBooks Team

Is anyone having a problem with their Raymond James connection? Their website changed & QB acts like I am connected & says it updated, but nothing imported since March

I appreciate you for following the steps shared by my colleague and contacting our customer support team, @kimAb.

 I know this wasn’t an easy process for you. Let me help and get you back to running your business. To start, we can use the newly updated bank website of Raymond James to ensure that you're connected to the correct online banking.

 

To reconnect your bank account with the new website, here's how:

 

 

1. Click the Banking tab in the left navigation bar.

2. Select Connect Account or Add Account.

3. Search for your bank and choose Continue once you've located it.

4. Use the credentials you use to sign-in to the bank's website.

5. Select the accounts you'd like to connect and assign an appropriate account type.

6. Choose the date range and click Connect.

 

The following article offers additional info on connecting banks and credit card accounts to QuickBooks Online.

 

However, if the issue persists, I suggest getting back in contact with our live support team. I know you've already contacted them, however, they have can pull up your account in a secure environment and can create a ticket to further investigate this.

 

Here's how to connect with us:

 

  1. Click the Help icon.
  2. Select Contact Us.
  3. Enter your concern under the What can we help you with section.
  4. Click the Let’s talk button.
  5. Scroll down to select the Get a callback option, then enter your contact information.

 

To ensure, we address your concern on time, please check out our support hours and contact us at a time convenient to you. 

 

You can also visit the following articles on how to upload bank transactions manually and manage them in QuickBooks: 

 

 

In case you need some related articles in managing your bank account, you can always visit our Banking and Bank Feeds hub for reference.

 

Post again in the Community if you need anything else, I want to ensure that everything is taken care of. Have a great day, and stay safe always! 

 

LJW3
Level 1

Is anyone having a problem with their Raymond James connection? Their website changed & QB acts like I am connected & says it updated, but nothing imported since March

Yes, I'm having problems too. It connects, but doesn't pull all the transactions. It also takes random information from other accounts it's not supposed to be connected to. 

Angelyn_T
QuickBooks Team

Is anyone having a problem with their Raymond James connection? Their website changed & QB acts like I am connected & says it updated, but nothing imported since March

It's unusual for a connected bank account to behave this way, @LJW3.

 

To begin with, I recommend manually updating the bank to import the latest available transactions.

 

Here's how:

 

  1. Open your QuickBooks Online account, then click on Banking or Transactions at the left pane.
  2. Go to the Banking tab.
  3. Select Update. If you see a message about additional authentication, follow the onscreen steps to continue the update. 

If the same thing happens, you can proceed with disconnecting and reconnecting your account for a fresh connection. For your guide, I recommend opening these links:

 

If both steps don't make any difference, I would recommend reaching out to our Support Team. This way, a representative can check your account securely and investigate the possible reasons for the issue.

 

To contact support:

 

  1. Click the (?) Help icon.
  2. Choose the Talk to a human option (then type it again when prompted).
  3. When asked by the bot, type in a short description of your concern.
  4. Select I still need a human.
  5. Proceed with Contact us.
  6. Click Let’s talk then choose either Get a call or Start messaging

For the old "Help" menu:

  1. Click the Help icon.
  2. Hit the Contact Us button.
  3. Enter your concern in the What can we help you with box.
  4. Proceed with the Let's talk button.
  5. Select either Start messaging or Get a call button.

For additional tips, while working with QuickBooks or banking features, feel free to open the topics from our help articles.

 

Let me know how this works out on your end. I'm determined to get this resolved for you. Thanks for reaching out!

Need to get in touch?

Contact us
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up