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Every time one of us mentions an issue (for example, a 5 month issue with QBD & QBO & TD Bank), we are told that they "understand," and we're given instructions on how to contact customer service. We know how to contact customer service. The problem is that we don't have the hour (or up to four!) that this will take! If you already know that there is an issue, then why do you need to spend time "documenting" it on my computer and on my dime?
It is already working for us.
Update from Intuit:
"Dear Valued Customer,
We appreciate your patience while our engineers have investigated the issue We can't connect to TD Bank right now. Try again later (105) They have been in contact with the Financial Institution and been able to successfully unblock all account types except for Credit Cards. You will need to disconnect your existing connection with “TD Bank” and reconnect. This should then allow for you to start receiving downloaded transactions again and see the correct bank balance. If you have a Credit Card account with TD Bank, you will still receive an error. Our team is continuing to work with the Financial Institution to resolve this and you will receive an update once this is complete.
The QuickBooks Online Support Team"
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While they are fixing this, maybe you can get them to also start delivering check images again. This also stopped working many months ago!
While this is getting fixed maybe you can get them to deliver check images again. This stopped working many months ago!
While this is being fixed maybe you can get them to start delivering check images again. This also stopped working many months ago!
I have been playing this game with QBs since March/April 2024. From a very objective point of view, their accountability for this issue has been close to none, which unfortunately translates to a lack of respect for their clients. I wish I could say very easily that I would change to another accounting software, but I have been their client for several years, and the change/work lead would be too hardcore.
QBs needs to step up and show us ethics, professionalism, and respect. It is as simple as that; it should not be that complicated.
So finally around 8/22 I was able to reconnect my bank accounts however now I’ve lost all my transactions from 4/2023 to 6/2024. It only downloaded 90 days of transactions. Heck I’d be happy if I could just get my old transactions from Jan 2024 till now. I’ve seen several YouTube videos that show how you can upload transactions older than 90 days. I’ve been at it now for the last 2 days to no avail. My TD Bank won’t pull up transactions older than 90 days. I don’t know what I’m doing wrong but it’s really aggravating cause had the original Bank connection issue never occurred then I wouldn’t be having this uploading transactions issue. I’m not getting any satisfactory help on QBs end and I’m honestly just ready to say EFF it and cancel my subscription and find another accounting software company cause this is Bs!!! All my Business numbers are screwed up and I have no idea how my company is doing financially. Sorry that I ever entrusted QB to handle the accounting for my business. I’m sure after leaving this message I’ll get the same automated form response. Thanks QB.
I can provide details on how to upload your previous bank transactions into your QuickBooks Online (QBO) account, Dnasty71.
I want to inform you that banks have different rules. Some allow you to download transactions for a year, while others do not. Additionally, if there are too many transactions, you may not be able to download or sync in QBO.
I suggest downloading the file from your bank and then upload it to QuickBooks. It should be in a CSV format. If it's a CSV file, you can verify if it matches the 4-file or 3-file format.
Here's how to manually upload transactions in QBO:
To make sure all entries are correct and there are no duplicates, you can categorize and match them. After that, reconcile them to ensure your books are accurate.
Feel free to update me if you have any other banking questions. I'm here to help and offer more support.
Will we ever see check images again?
Yes, you can still see the check images once this gets fixed, @sunriseantiques. Let me provide you with some updates and a workaround that will enable the option to view check images.
There's an ongoing investigation (INV-106982) about being unable to see attachments associated with transactions with TD Bank. In the meantime, let's manually attach your check images to your transactions on the Banking page. Ask for the file from your bank, then upload it to your computer. Then, follow these steps to upload the images:
I also recommend contacting our Technical Support team so they can add you to the list of affected users and provide progress notifications via email.
Here's how you can reach them:
Our support hours for Plus, Essentials, and Simple Start are Monday-Friday, 6 AM to 6 PM PT, and Saturday, 6 AM to 3 PM PT, Advanced, any time, any day.
Additionally, here's a helpful article for your reference in reconciling your bank transactions in QBO: Reconcile an account in QuickBooks Online.
We appreciate your time and cooperation. Our team will work on fixing this issue immediately. Keep us posted if you have any other banking concerns. We're always here to help. Take care.
You can use MT Online or one of the converter tools with a one time license (e.g csv2qbo @ $60) as a workaround.
https://www.moneythumb.com/?ref=110
Good day. I have many clients and a few are having the same problem. We have been able to figure out that the issue is that QB has the old ul address and that’s why is dosnt work. My clients and I have given QB the correct address however It is still not updated. Unfortunately we all have to do the manual downloads and then upload into QB.
Hello -
I don't know about anyone else on this thread, but the fact that Intuit is unable to address this issue in over 6 months makes me think that the company is more fragile than I originally feared. This is a little speed bump. Imagine if something major were to happen. All our data would be lost forever.
Does anyone know of a viable substitute platform? Cost aside, the risks of staying with Quicken seem to be off the charts right now.
Thanks in advance.
--Steve
the risks of staying with Quicken seem to be off the charts right now.
Are you using Quicken?
Yes...typical legacy company, living off their outdated software ripe for disruption.
Quicken is no longer part of Intuit.
Our issues started mid-August. Customer Service was completely useless with this. Spent days online with multiple people having the same conversation over and over. Considering this has been going on since April, I've now found out, this really makes me angry. It was only when I went to social media that I got any answers from Quickbooks. Below is the newest response I got this week. My question is...why am I still paying for this "service"? Seems like this should be a Class Action Lawsuit. I am also going to contact the Better Business Bureau. This is disgraceful!
Hi dbargyy27 - well if you've made it this far into the thread, you already know that it is pretty hopeless. It is not going to be fixed anytime in the near future, and I sincerely doubt anyone is actually working on it. If they are they are stuck somewhere os it is sitting in a pile of unresolvable issues. If you ever find a work around please let me know. I've given up. Thanks. -- Steve
I've given up too! The latest contact from them was that they "didn't have enough information to complete an in-depth investigation." They keep taking money for services not rendered though so maybe I need to hire a lawyer and file a class action suit.
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