Transactions Are Not Downloaded on Bank Feeds Center

I appreciate the dedication you've shown in attempting to resolve this problem, galiw. I'm here to provide the troubleshooting procedures  to ensure you can download your bank transactions from American Express. 

We can utilize the Verify/Rebuild tool to scan for data inconsistencies and automatically resolve them, enabling the QuickBooks system to refresh the data seamlessly. Before initiating this process, ensure you're running the latest version of QuickBooks, as this will provide access to the most recent features and products. 

Then, we use the verify tool to find the issue. I'll show you how: 

1. Click the Window tab, then select Close All.
   
   
2. Go to the File menu, and then hit Utilities.
3. Choose Verify Data.
   
   If you see:
   

• QuickBooks detected no problems with your data: The data is clean.
• An error message: We can search for it on our QuickBooks Desktop support site on how to fix it.
• Your data has lost integrity: Data damage is detected. Rebuild your data to fix it. 

After that, rebuild your company file data to fix any issues. If the same thing occurs, use the QuickBooks Desktop Tool Hub to resolve common QuickBooks Desktop issues. 

If you encounter any issues or have concerns about the Bank Feeds feature in QuickBooks, please share them in the comments section below,  galiw. Don't hesitate to keep me informed about the progress of this matter. Take care and stay safe always! 

Hi Erika,

Thank you for your response! I was able to run data verification as well as a rebuild of the company file data. There was some issues that needed to be fixed, and I was able to get rebuilt with 0 issues found. However, that still did not help with the bank feeds issue I have, specifically with American Express QBDT. I have attached a document with screenshots of the issue I'm still getting. Please let me know if there's anything you can think of that might help.

Thank you!

I appreciate you informing us about the issues with AMEX online transactions, galiw. Let me provide troubleshooting solutions to help rectify any errors with your online bank feeds.

Bank Feed issues in QuickBooks Desktop (QBDT) typically stem from your bank's server or system. Here are some common causes:

• You have pending alerts on your online bank account that you need to acknowledge.
• Your bank changed its service offering to Web or Direct Connect.
• You have an inactive bank account in QuickBooks that has online banking.
• Your bank isn’t updated in the QuickBooks Financial Institutions Directory (FiDir).
• There might be a problem with their servers.

With this, I recommend securing a backup copy of your company file and matching any pending downloaded transactions. Then, you can download bank feed transactions in a test company file to verify your bank's servers.

Here's how:

1. Open QuickBooks Desktop.
2. Go to the File menu, then select New Company.
3. Select Express Start or Start Setup.
4. Set up Bank Feeds for the affected account.
5. Download your transactions.

If you see the error, there could be a problem with your financial institution. I recommend checking this article for more detailed steps: Fix OL and OLSU Bank Feeds errors. It includes information on how to fix common banking issues in QuickBooks bank feeds.

Moreover, you can check this guide to help you review and categorize banking entries in your account: Add and match Bank Feed transactions. Once ready, you can start reconciling them to ensure your accounts match your bank and credit card statements.

I look forward to any queries you may have when managing bank transactions in your account. Just leave a reply below so I can get you covered. Take care.

Hello Maybelle,
Thank you for your response. I tried to start a new company file and I did not get an issue with updating the bank feeds there. I do have to mention that whenever I set up a new connection in my current company file it sometimes refreshes the transactions normally for about 30 days before it stops. So I am not sure it this will be the same issue here (but will have to wait 30 days before I know). The other thing that looks different is the visual display of the bank feeds page. It seems more modern/different than how the American Express QBDT connection renders in my current company file. Do you think that might have something to do with the issues I'm getting? If so, was there a way to update the version of bank feeds in my current company file?

Thanks!

I appreciate your patience and willingness to try the steps my colleagues have provided above, @galiw.

To ensure I understand fully, you're saying in the new company file you created you were able to download the bank transactions and see them without issue? Is that correct? If so, this could mean that there is an underlying issue with your company file that the rebuild didn't detect. With that said, let's try some more troubleshooting steps. 

First, let's refresh the bank connection. Here's how:

Turn off online banking on inactive bank accounts, if you have one. Then refresh the bank connection on the affected account.

Check if you have inactive bank accounts with online banking:

1. Go to Company.
2. Choose Chart of Accounts.
3. Select the Include Inactive box. Look for an inactive account with a lightning bolt (this means the account is set up for online banking).

If you see one, here’s how to turn off online banking. Otherwise, Set up Bank Feeds, then try to download your transactions.

1. Right-click the inactive account.
2. Select Edit Account.
3. Go to Bank Feed Settings.
4. Click on Deactivate All Online Services, then OK.
5. Hit Save & Close.
6. Close and open your company file again.
7. Make sure the lightning bolt is gone.
    

Please note: During setup, hold the Ctrl key each time you select a button, except when entering info. This refreshes the connection with your bank.

 You can manually import the transactions via .qbo file if you're still experiencing issues. Here's how: 

1. Sign in to your bank’s website outside of QuickBooks.
2. Find and download your bank transactions in a .qbo file.
3. Import your transactions to QuickBooks.

If you still can’t open the .qbo file in QuickBooks, there might be a problem with your bank. Contact your bank’s support for help. If you're able to open the file with the transactions, I recommend contacting our Technical Support Team. This way, one of our agents can review your account and investigate this matter further. 

Please let me know if there are any other questions or concerns I can assist you with. Take care!