QBO Not connecting to Merrill Lynch; error 3000

Thank you for reaching out and sharing the details of the issue you’re experiencing with your bank connection to QuickBooks Online (QBO), SBurke511. I’m here to provide some guidance to help you resolve this issue.

The error you've received can occur for a few reasons when trying to connect your bank account to QBO. One is when you add an inactive account, meaning an account without any transactions in the last 12 months. Another is when you try to add a bank for which you haven't accepted the terms and conditions. 

To fix this, I recommend logging into your bank’s website in a different browser or tab to see if you can log in without any errors. Once you’re logged in, check for messages that require confirmation, such as terms and conditions. Acknowledge these prompts, then return to QBO and refresh your account.

If the issue persists, you'll want to sign in to QuickBooks using an incognito or private browser. This prevents the browser history from being saved. Here are the keyboard shortcuts to open an incognito window based on your browser type: 

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

Alternatively, you can clear the browser's cache to eliminate common errors that can hinder the application from working properly. Clearing the cache will reboot the system, allowing you to work with a clean slate. You can also use other supported browsers to see if the issue persists. 

If the same thing happens, I encourage contacting our QuickBooks Online Support team again to get this behavior investigated further. 

In the meantime, I suggest manually adding the transactions in QBO for precise record-keeping and accurate financial data on your books. 

Once you have the right transactions, you can now categorize and match them. Make sure to put them in the correct accounts.

If you have further questions about banking errors in QBO, please don't hesitate to reach out to us. We'll always be here to help. 

I did not receive a "101" error.  If you had read the entirety of my post and even the headline, you'd have known it was a "3000" error. 

I cannot believe a team member would not take the time to ACTUALLY read my post first before throwing out a copy and page resolution that is in no way a fix. 

I have logged into my bank account separately without an issue.  I cannot however, connect or update within QBO.

I understand how frustrating it can be to receive contradictory information and a resolution to the exact error you received, SBurke511. It isn't what I want for you, and rest assured, I'll connect you with someone who can provide the assistance you need.

Since performing some troubleshooting steps didn't help resolve the error message, "Something unexpected happened, and we can’t connect to Merrill Lynch. Try again in a few hours. (3000)", I recommend contacting our Customer Live Support again for further assistance. They can examine your account in a secure environment and investigate the cause of this error to determine the appropriate fix.

1. Go to the Help menu, then select the Search tab.
2. Click Contact Us, then click Ask about something else.
3. Enter a brief description of your concern, then hit Continue.
4. Choose either Chat with us or Have us call you and start connecting with them.
   
   

Moreover, here are some helpful articles that tackle how you can manage your bank transactions and ensure your account is balanced and accurate all the time:

• Categorize online bank transactions in QuickBooks Online.
• Set up bank rules to categorize online banking transactions in QuickBooks Online.
• Reconcile an account in QuickBooks Online.

Please feel free to ask any further questions or concerns about fixing banking error 3000 or any other issues you may encounter with QuickBooks Online. I'm always here to assist you in carrying out your business tasks smoothly.

I have contacted support and the issue is "under investigation", however, because I was asked to remove the tiles for those accounts in my bank feed I cannot manually upload a CSV file to update the accounts.  The tutorial only shows to upload from the blue tile, which is no longer there!!!

When will this issue be resolved??

I appreciate your effort in telling us what you have done to resolve your concern about connecting your bank account, @SBurke511. 

Since our engineering team handles this type of investigation, we're unable to provide a turnaround time for when this will be fixed and enable you to continue connecting your bank account to QuickBooks Online. 

Moreover, we can still manually upload your bank transactions as the phone support instructed you. Regardless of whether you have already removed the bank tile, the option to upload bank entries through a CSV file is available. Let me guide you on how:

1. Go to the Transactions menu.
2. From there, tap the Upload transactions.
   
3. Hit the Drag and drop or select files and then select the file you downloaded from your bank. Then, click Continue.
   
4. Follow the onscreen procedures to match the columns on the file with the correct fields. Then, select Continue.
5. Select the transaction you’d like to import and select Continue. After that, select Yes.
6. Lastly, select Done.

Furthermore, you can check out these articles on categorizing your transactions and reconciling your account. Doing so will put your transactions in the correct category and avoid any discrepancies in your books:

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

Keep me posted by replying to this post if you require further assistance in managing your bank transactions. I am always available to assist you. Stay well!

I am receiving the same error message and have not been able to reconnect to my Merrill Lynch account. Transactions have not download it since May 6 when I go to update it says it’s updated but no new transactions are coming through. Has anybody else been able to resolve this issue

There is a ticket on this issue.  Do not remove the banking tiles if you call into support and they ask you to...  It makes it worse.  For the time being, we are downloading our transactions from ML directly and uploading them into their respective accounts.  I was told it can take anywhere from 1 day to 2 weeks for resolution.

I appreciate the time you took to reach out to us about your concern with the Merrill Lynch banking connection in QuickBooks Online, Southbreeze.

I just want to let you know that there's an open investigation (INV-104839) about connection errors and missing banking transactions. This means that our engineers are currently collaborating with Merrill Lynch to investigate the cause of the issue and create a permanent fix.

To ensure you're kept informed, we've compiled a list of affected users who will receive a notification as soon as the issue is resolved.

Please contact our phone or chat support teams for us to add you to it. Here's how to reach out to them: 

1.  Click the Help menu in the upper-right-hand corner of QBO.
2. Proceed to the Assistant tab.
3. Type in "contact support" in the chat box and press Enter.
4. Select QuickBooks Online Support, then click Contact Us at the bottom of the screen.
5. Click Ask about something else, then enter a short description of your concern or provide INV-104839 as a reference.
6. Choose between Have us call you or Chat.

In the meantime, you can ask for a CSV copy of your transactions from your bank. Then, import it to QBO as a workaround. 

Check out these articles for complete details: 

• Manually Upload Transactions Into QuickBooks Online
• Format CSV Files In Excel To Get Bank transactions into QuickBooks

For additional references when downloading and adding categories to banking transactions, I'm going to share these articles as well:

• Exclude A Bank Transaction You Downloaded Into QuickBooks Online
• What To Do If You Can’t Find Downloaded Transactions In QuickBooks Online

We appreciate your patience and understanding as we work to resolve this issue. We'll keep you updated on the progress and let you know as soon as a fix is available.

I'm having the same issue - My error is 

I truly understand the value of your time and recognize the importance of a smooth integration between your financial institution and QuickBooks Online (QBO), mmerc3r.

At this time, please note that there's an ongoing investigation (INV-106784) about encountering Error 105 when attempting to connect to Merrill Lynch Bank. Rest assured that our engineering team is actively working to resolve this issue.

To add you to the list of affected users,  I recommend contacting our Customer Support Team. This proactive step will ensure you receive a notification once it's fixed. Here's how to reach them:

1. Click the Help button in the upper right corner.
   
   
   
   
2. Tap the Search tab, then select Contact Us.
   
   
   
   
3. Enter a brief description of your concern or provide INV #106784 as a reference. Then, hit Continue.
   
   
   
   
4. Choose a way to connect:

• Have us call you
• Chat
  

In the meantime, you can manually upload transactions from your bank into QBO as a workaround.

Your patience during this period  is greatly valued as we diligently work towards resolving this problem. If you have other questions regarding handling banking matters within QBO, please don't hesitate to reach out. I'm here and ready to assist you every step of the way. Once again, thank you for understanding.  Our priority is delivering the best possible experience for you. 

I am having the same issue. It has nothing to do with QB. It is about Merill, who had a recent change deployed to their website, which prevents the QB from connecting to Merill. I have an open case with Merill, and they have confirmed the issue, but I don't know when Merill will be able to resolve it. There is nothing QB can do about this. 

i have error 105, were you all ever able to find a solve?  i have had this issue since september and cannot get into my account to upload manually since the support tech advised me to remove it

No. It is not resolved. I still get the same error.

Merrill and QB has to work together to fix this.

Check back later

The Merrill site is down for maintenance, so we can’t connect to it right now. Check back in a few hours. (105)

I've come across the same issue myself before, Romataxes. Keeping your transactions uploaded is essential to maintain an accurate record in QuickBooks.

I have checked and found out that the investigation (INV-114695) regarding Merrill Lync bank is still ongoing. Our engineers are working together towards a prompt resolution.

I recommend contacting our live support and providing your name, updated email address, and investigation number. This will ensure that you are included in the list of affected users and allow you to receive email updates concerning the investigation status.

Also, I want to help you import these transactions manually so you'll have accurate data in the program. I just need a few information, though. What do you mean by you're unable to get to your account to upload manually? Are you not able to find it? Are you unable to click the button? How was it removed? Any information is greatly appreciated.

In the meantime, below are the steps on how you can import the transactions manually:

1. Go to Transactions, then select Bank transactions.

2. Click the Link account▼ dropdown, then Upload from file.

3. Click Drag and drop or select files and select the file you downloaded from your bank. Then, select Continue.

4. In the Select account▼ dropdown, choose the account you want to upload the transactions into. Then, click Continue. You can also add a new account.

5. Follow the onscreen steps to match the file's columns with the correct fields in QuickBooks. Then select Continue.

6. Select the transactions you like to import. Then select Continue.

7. Click Yes. Then, Done.

For more detailed steps, refer to this article: Manually upload transactions into QuickBooks Online.

Once done, you can categorize these transactions since this process is beneficial for reporting purposes.

Just a heads up, once the issue is fixed, the transactions will be uploaded automatically. Having said that, even the transactions you have imported manually will also be added. So, you'll have to exclude those to prevent duplicates.

We greatly appreciate your understanding as we actively work to address this matter. Please don't hesitate to return to this thread if you have any other questions or require further assistance with uploading your transactions to QuickBooks. We're here to support you.