Regions Balance Updating, Not Transactions

ShadeLandscape · ‎February 22, 2022

QuickBooks Online has pulled my personal transactions into my business account. The Balance was updating properly, but the transactions were from an account QBO can’t even access.

I assumed this meant the problem was with Regions bank, but Regions said “Not a chance.”

QuickBooks has verified the problem is on their end but there’s not solution at this time.

I disconnected the bank and tried to reconnect, and now the account is lost. At least before I disconnected I had the option to manually pull in my transactions. Now I can’t even do that.

Literally, QuickBooks was like, “Sorry about this. There is a reported issue, and we are working on it. Our next scheduled update will be March 10” or something like that.

Neat. I get to wait a month, just to see if it’s fixed.

So far I have about 10 hours of customer service time into this. My accountant is dumbfounded. As am I.

chisholm1 · ‎February 28, 2022

Hello there,

I've found the solution to this issue, after spending some time with Regions Technical Support. It is indeed an issue on their end - not QuickBooks Online.

There is a pop-up within Regions Online Banking that will ask you to update your personal information. Which is what is causing the error.

1. Use Google Chrome if you're not already.

2. Disable any pop-up blockers you have.

3. Log-in to Regions on a desktop or laptop (not an iPhone) and set your DEFAULT ONLINE account as your personal account.* (You can find the steps to do that here: https://www.regions.com/help/online-banking-help/getting-started/starting-online-banking/how-to-set-...

*My business and personal accounts are linked with one ID. The pop-up only appears if you have defaulted to your personal online.

4. Log-out and Log back in and the pop-up should appear, update your personal info.

Regions weren't aware of this particular solution. I did this and the Regions rep actually told me I was one of the only ones since the 8th to successfully fix this issue.

Everything has now been working properly.

View solution in original post

Fiat Lux - ASIA · ‎February 22, 2022

Utilize MT Online for the time being. It is designed to import into any bank or credit card in QuickBooks Online, so there is no specific setting needed.

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

KlentB · ‎February 22, 2022

I know that this hasn't been easy for you, ShadeLandscape.

Currently, we have an open investigation about Regions Bank's missing transactions. Please know that our software engineers are actively working to get this rectified as soon as possible.

Since you've reached out to us, your account details have already been added to the list of affected users. Rest assured, we'll send you an update once everything is sorted out. Although, you may also contact our supports again from time to time to check the status of your case. Here's how to connect with us:

Go to the Help icon.
Select Talk to a human.
Enter "Talk to a human" again in the search bar.
Choose I still need a human, then click Contact us.
Select Get a callback or Send a message to start a conversation.

Additionally, here's an article that you can read to learn how to review your downloaded transactions and put them in the correct accounts: Categorize and match online bank transactions.

We appreciate your patience and understanding on this matter. If you have any other concerns or follow-up questions, don't hesitate to add a comment below.

bweatherly1 · ‎February 22, 2022

I'm experiencing the same thing, and have had the same interactions with customer service. The problem is frustrating, but the lack of urgency I feel when talking to customer service makes it worst. The error message is also very misleading... I have been unable to pull transactions to create a proforma for a loan, and do my normal reporting.

Hopefully they have trouble drafting my account this month, but somehow I believe that transaction will go through.

Frustrated_User2 · ‎February 23, 2022

Same exact issue here. Worst part was doing an hors worth of troubleshooting with QBO support to then be told this is a known issue.

hayinnodev · ‎February 23, 2022

Hi

Same issue here. Does someone get any way to fix it?

Thanks

chisholm1 · ‎February 28, 2022

Hello there,

I've found the solution to this issue, after spending some time with Regions Technical Support. It is indeed an issue on their end - not QuickBooks Online.

There is a pop-up within Regions Online Banking that will ask you to update your personal information. Which is what is causing the error.

1. Use Google Chrome if you're not already.

2. Disable any pop-up blockers you have.

3. Log-in to Regions on a desktop or laptop (not an iPhone) and set your DEFAULT ONLINE account as your personal account.* (You can find the steps to do that here: https://www.regions.com/help/online-banking-help/getting-started/starting-online-banking/how-to-set-...

*My business and personal accounts are linked with one ID. The pop-up only appears if you have defaulted to your personal online.

4. Log-out and Log back in and the pop-up should appear, update your personal info.

Regions weren't aware of this particular solution. I did this and the Regions rep actually told me I was one of the only ones since the 8th to successfully fix this issue.

Everything has now been working properly.

Frustrated_User2 · ‎February 28, 2022

Chisholm1 - You are a lifesaver. I did the steps you laid out and everything works fine now!

Frustrated_User2 · ‎February 28, 2022

Check out Chishol1's post below, this got my QBO back obline and working properly.

ShadeLandscape · ‎February 28, 2022

This worked! Heck yeah!

ShadeLandscape · ‎February 28, 2022

Incredible! This worked. Crazy Regions and QBO weren’t capable of isolating the issue.

thanks for sharing.

FritzF · ‎March 22, 2022

Hi there, @chisholm1.

I appreciate you sharing the steps you've done to fix this. We love seeing users helping each other here in the Community.

Take care always and enjoy the rest of the day.

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Regions Balance Updating, Not Transactions