TD Bank Credit Card integration not working since October 2020. When it will start working again?

Glad to see you here in the Community, @SuzanaH.

I've conducted research and checked with our engineering team and haven't found any similar issues you've encounter. Though, there are a few possible reasons why you can't connect to the bank:  

•  The bank is performing system maintenance
• There are notifications on your bank’s website that need your attention
• The bank may not be a participating bank. You can contact the bank to request they establish a relationship with Intuit

This way, I'd suggest going to your bank's website and sign in to confirm one of the scenarios above. Also, you can contact your bank to verify if they have ongoing connection maintenance or site changes with Online Banking.  

Once verified, you can then connect your bank with QuickBooks. Here's how:  

1. Go to the Banking menu. 
2. Click Add Account. 
3. Search your bank or use the correct URL when you log in to your bank's website.  
4. Enter your bank's username and password. 
5. Choose the type of account.
6. Select how far back you want to download bank transactions.
7. Click Connect.

You can also read through this article for the detailed steps: Connect and add bank and credit card accounts to QuickBooks Online.  

Once you've successfully connected your bank, QuickBooks automatically downloads your transactions. You can check out this article for the complete information: Match and categorize bank transactions in QuickBooks Online.

Stay in touch with us if you have other questions. I'm more than happy to help. Take care!

@SuzanaH 

If your bank supports SlickConnect, utilize the trial period of it to isolate the issue. 

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

I am having the same issue. The TD credit card transactions are not dowloading, but it shows as it was connected but it is not updating. It says updated moments ago but  there are no transactions downloaded when I know there are. I have been having this issue since February 2021

I wish I could make it better, @LupitaV.

Currently, we have an on-going issue where users, like you, have seen no downloaded transactions after updating online banking with TD Bank and Credit Card. Rest assured that we've already informed our engineering team and they're in all hands working to fix this as soon as possible.

With this, I'd recommend contacting our Customer Care Support as a workaround is not yet provided. With their tools, one of our specialists can pull up your account on file and add it to the list of affected users. To do so:

1. Go to Help.
2. Select Contact Us.
3. Enter No transactions are downloaded with TB bank and credit card in the What can we help you with? field.
4. Click Continue.
5. Choose a channel where you wish to connect with our dedicated support.

In addition, here's an article you can read to learn more about the types and available specialists we have: Contact QuickBooks products and services Support.

Lastly, I've also included this reference for a compilation of articles you can use while working with us: Banking with QuickBooks Online.

We appreciate your patience as we're working on this. Please let me know in the comments if you have any other questions. Stay safe!

I tried the recommended fix above and still the same issue. This appears to be a larger issue and more people are being affected by it. 

Thanks for getting back here, @BrandonKNSS.

To further assists you with this, I recommend reaching out to our Customer Care team. They can pull up your account in a secure place and check your setup to investigate the root cause of the issue. To do so, you can follow the outlined steps provided by my colleague, JonpriL. 

Meanwhile, you can also manually upload your bank transactions to QuickBooks Online (QBO) using CSV files. To do so, please refer to the detailed steps in this article: Manually upload transactions into QuickBooks Online.

Once transactions are in, you'll now need to categorize and match them in QBO. This process ensures your transactions are under the correct account.

Don't hesitate to post again here if you have further concerns about connecting your TD bank credit card with QuickBooks. I'm always here to help. Keep safe. 

Hi @DivinaMercy_N it appears you didn't read your team member and my response above 

"Currently, we have an on-going issue where users, like you, have seen no downloaded transactions after updating online banking with TD Bank and Credit Card. Rest assured that we've already informed our engineering team and they're in all hands working to fix this as soon as possible."

It appears this issue has been ongoing since March. Can you advise when there will be a resolution? 

It's nice to have you here, tjskitt.

Currently, we're unable to provide a specific time frame as to when this issue is fixed. Rest assured that we'll keep this thread posted once an update is available.

In the meantime, you can manually upload your bank transactions to your QuickBooks account. You can go to your bank's website and follow the instructions on how to download them. I've listed our supported file formats below:

• Comma-Separated Values (CSV)
• QuickBooks Online (QBO)
• Quicken (QFX)

You follow these steps in uploading the file:

1. Select Banking from the sidebar menu, then click the Banking tab.
2. Hit the Upload transactions button.
3. Click Browse, then choose the file you downloaded from your bank.
4. Select the account you want to upload the transactions into from the QuickBooks account ▼ drop-down menu, then select Next. 
5. Follow the on-screen instructions, then click Next.
6. When you’re ready, hit Let's go.

Once done, you can go back to the Banking menu to match and categorize your bank transactions. 

I'll be right here to keep helping if you have any other concerns or questions about banking. 

Still broken and it's almost 2022

I know how convenient it is to get your bank linked to QuickBooks, JA-Popinska.

The investigations mentioned by my colleagues are already closed. Since you're still experiencing the same thing, I suggest reaching out to our Phone Support Team so they can check your setup. Here's how to contact us: 

1. Go to the Help icon. 
2. Click Contact Us. 
3. Type in your question something like unable to update or get transactions from TD Bank Credit Card.
4. Click Let's talk. 
5. Scroll down and select the best way you'll want to get in touch with us.

From the workaround given, you can manually upload your bank transactions to QuickBooks to get your books up to date. In case you need help in reviewing your credit card transactions, I suggest checking out this article: Categorize and match online bank transactions.

If you have any other questions with QuickBooks, let me know by hitting the Reply button below. I'll be around to help. 

I have the same problem in that when I connect TD bank to QB, it only downloads a handful of my transactions. I spoke with 3 reps at QB last night and not one of them could resolve this issue.  Today, I deleted the handful of transactions and disconnected my TB Bank account and reconnected it but QB still only downloads a handful of transactions.  

I spoke with 3 reps from QB's support team and none of them could resolve the issue.

Hi Catherine,

I new Quickbooks customer who banks with TD. I too am running into a similar issue when I either manually import .qbo files or link my accounts with QuickBooks. Transactions will randomly appear out of order and/or are duplicated.

My partner who also banks with TD and is trying to use Quickbooks also runs into this same issue. The only solution is to manually create our own CSV files to import, which at this point QuickBooks is not really providing us with much value. 

It's a pleasure to have you here, @Spark2. I can guide import your transactions orderly.

The transactions that are downloaded to QuickBooks depend on what your bank shared with us. Aside from that, it also depends on the format that you use when importing the data. That being said, let's ensure that format is correct so that it will also be in order in QuickBooks. 

With regards to the duplicate transactions, we can simply exclude them. Before doing so, make sure that these transactions are really identical entries. 

To proceed, here's how:

1. Go to the Banking or Transactions menu.
2. Select the Banking tab.
3. Click your preferred bank account and go to the For review tab.
4. Find the duplicate transactions and select Exclude them.
   
   

For additional info, please refer to this article: Exclude a bank transaction you downloaded into QuickBooks Online.

I also agree that manually creating your own CSV files to import transactions is also an alternative. 

Moreover, I'll be attaching these links to guide you manage your bank entries in QuickBooks:

• Categorize and match online bank transactions
• Reconcile an account

Keep me posted if you have further questions about banking data in QuickBooks. I'll be around to help you. Stay safe and have a good day!

This still doesn't work? I had the credit card connected, but TD changed from having an independent site that managed credit cards, to a combined login that gives you the choice of managing the bank account or the credit card under a single login. Now quickbooks can't find the credit card account, only the checking account(s). Please help get this straightened out?

This isn't the experience we want you to have, mrdet7.

The investigation on connecting TD bank and the credit card account has already been closed and resolved. We are aware that TD bank changes the process that allows you to manage your bank and credit card account with a single login. 

QuickBooks depends only on the data provided by your financial institution. It's possible that your bank somehow doesn't allow QuickBooks to connect your credit card account, so just your checking account is displayed.

I suggest reaching out to your bank to request or establish a connection to your credit card account. If everything goes well with your bank, ensure to select the correct bank name when connecting the account.

In the meantime, you may consider manually uploading your credit card transaction in QuickBooks Online. I'll show you how.

1. Sign in to your bank or credit card website.
2. Follow your bank institution to get or download CSV files of transactions.
3. Once you're done downloading the CSV file, log in to QuickBooks Online and go to the Banking menu.
4. Hit the Upload transactions button.
5. Click Browse, then choose the file you downloaded from your bank.
6. Select the account you want to upload the transactions into from the QuickBooks account ▼ drop-down menu, then select Next.
7. Follow the on-screen instructions, then click Next.
8. When you’re ready, hit Let's go.

Once transactions are in QuickBooks, you can start matching and categorizing them to ensure they are placed in the correct accounts.

Stay in touch with us if you need further assistance with bank feeds. The Community and I will be here to help you.