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TheatreOffJackson
Level 2

US Bank will not Connect

We've never been able to connect our US Bank business account to QBO. I was on the phone with QBO help for hours a few different times as well as US Bank to no resolve. US Bank does not support QBO so anything that needs to happen must happen on QBO side. But the QBO help team said the issue is on US Bank's side, so we're stuck.

 

Has anyone else come across this? I see older threads discussing US Bank not syncing but not that it won't work at all.

We'll need to move back to QB Desktop if this cannot be fixed.
Thank you in advance!

Karen from Accounting :)

72 Comments 72
jamespaul
Moderator

US Bank will not Connect

Hello, Karen. 

 

Thanks for taking the time to check the US Bank's issue on both ours and their side. I'll share some details regarding the connectivity problem. 

 

We do have a reported issue regarding US Bank's connection. There several users who reported that they can't connect their accounts into QuickBooks Online. Our engineers are now working to resolve this as soon as possible. 

 

Have you spoken with our support regarding this? If not, you can contact them again so you'll be added to the list of affected users. 

 

Use the same phone number you've used to call us, or you can use these steps: 

 

  1. Click the Help icon.
  2. On the list of options, select Talk to a human (or type it in the chat box).
  3. When asked, enter something like "Cannot connect US Bank business accounts."
  4. Proceed with I still need a human.
  5. Click the Get help from a human link.
  6. Choose how you want to reach us. 

 

You'll be receiving an update from our engineers once the issue is fixed. 

 

In the meantime, you'll want to import your US Bank transactions manually. You can check out the details and the steps from this article: Manually upload transactions into QuickBooks Online

 

When you're done importing those transactions, you can start categorizing or matching them for your books.

 

I appreciate your patience as we're working to get the US Bank's connection back to normal. If you have any other concerns with your transactions or any processes in QuickBooks, leave your reply on this thread. I'll be here to help you out. 

Fiat Lux - ASIA
Level 15

US Bank will not Connect

@TheatreOffJackson 

Utilize the trial version of SlickConnect to isolate the issue. It is designed to import into any bank or credit card in QuickBooks Online, so there is no specific setting needed. If the same error persists, there is an ongoing problem at your bank.

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

 

TheatreOffJackson
Level 2

US Bank will not Connect

Thank you for letting me know this is an ongoing issue. I have a QBO ticket open from a few months ago so hopefully it's still valid. I'll try calling to ensure it's still is.

TheatreOffJackson
Level 2

US Bank will not Connect

Thank you, I'll look into that.

trailways
Level 3

US Bank will not Connect

Im now having the same issue. I was able to connect the accounts again, but nothing loads in the banking tab at all. It just says "all caught up" when its not. And their advice to load them manually does not work either. The csv file i download from US Bank wont work with QB online. I was on the phone with a rep for over an hour trying to get it to upload. She had me send her the csv files and said she would get them formatted correctly so they could be uploaded, but that was two days ago and she has not contacted me. 

ChristineJoieR
QuickBooks Team

US Bank will not Connect

Hi there, @trailways.

 

I appreciate you sharing the steps you’ve taken to connect your bank with QuickBooks Online. Let me share some information about the error you met. 

 

QuickBooks downloads and categorizes bank and credit card transactions for you when you link an account. It inputs the details for you so you don't have to manually enter transactions. Here's what you need to do to get QuickBooks to download transactions again.

 

Keep your bank information up to date on their website, such as your account number, username, and password. Then, in QuickBooks, update that information as well.

 

Here’s how:
1.On the left navigation bar, select Banking
2.Go to Banking tab
3.The bank account tile should be selected. Then click on the Edit icon.

 


4.Tick Edit sign-in info.
5.Update your info as needed.

 

Furthermore, you can also check this article for the downloaded transaction in QuickBooks Online.

 

Thank you for your patience and understanding. Feel free to reach out to me if you need anything else. I’m always here to help.

cardsrc
Level 1

US Bank will not Connect

I'm having the same problem. It seems that the login page that pops up when attempting to link the account is US Bank's Wealth Management login portal rather than their Business Banking login portal. Entering my Business Banking login credentials here does not work. 


Our engineers are now working to resolve this as soon as possible. 


 

What is the estimated fix date for this US Bank-QBO compatibility problem?

Rea_M
Moderator

US Bank will not Connect

I appreciate the inputs you've provided above, @cardsrc. I'll make sure you're able to connect your US Bank account to QuickBooks Online (QBO). This way, you can manage your transactions accordingly.

 

When you're connecting an account to the online banking feature in QBO, I would encourage you to search for your financial institution using their website or URL (i.e., www.usbank.com). This way, you're able to link the appropriate US Bank account. Please see the screenshot below for your reference.

 

 

However, if you have tried all the options matching US Bank's name and URL (Business Banking) and still can't connect, request support for your financial institution. Here's how:

 

  1. On the Connect an account page, enter your bank (i.e., name or URL).
  2. You'll get the message: Hmm, we can’t find [name of bank] in our list of supported banks.
  3. Click the Request support for your bank button.
  4. Enter your bank details in the field provided.
  5. Select Request83.jpg

 

Then, manually upload your transactions. This way, you can keep your account updated and monitor your transactions accordingly. 

 

After uploading, you'll have to review and/or match your transactions to the existing entries in QuickBooks. With this, your financial data will be recorded accordingly. You can refer to this article for the detailed steps: Categorize and match online bank transactions in QuickBooks Online.

 

Also, I'd recommend reconciling your account every month. This is to effectively monitor your income and expenses and detect any possible errors accordingly. For the step-by-step guide, you can check out this article: Reconcile an account in QuickBooks Online.

 

Let me know in the comments if you have other banking concerns and questions about downloading and categorizing transactions in QBO. I'm always around to help. Take care, and I wish you continued success, @cardsrc.

cardsrc
Level 1

US Bank will not Connect

I was able to connect to my US Bank business checking account using the Quickbooks mobile app on iOS (but not via browser). Now, all transaction information seems to have flowed over to QBO without the need for manual input. Thanks for your expert advice!

sfvaughan
Level 4

US Bank will not Connect

Moving to Desktop will not be a solution. The .qfx file from US Bank is faulty and imports as a liability only (won't sync to a credit card account) so all transactions come in as Journal Entries instead of credit card transactions. It's a huge mess. US Bank is the problem here.
KFPro
Level 1

US Bank will not Connect

After 2 years of attempting to make QuickBooks work for me, it never worked properly. I spent countless hours on the phone with customer service and my issue was never resolved. My QuickBooks account was never able to connect to my US Bank account, and transactions were never ever imported properly. After dealing with the ongoing issue and being unable to do my taxes, I finally had to cancel my account and look elsewhere for solutions. 

 

QB to my knowledge has done nothing to allow US Bank vendors to work properly with their software. If they took action to solve this, I would be a happy QB customer. Instead, I have been disappointed over and over again and spent countless hours of stress and non-working step by step instructions and had to leave. If anyone has experienced this and magically fixed it, please inform us here. Otherwise, QB needs to remove US Bank as a working option.

 

I have spoken with my bank and they have done everything correct to link to QB, there's even an entire page about it. This issue is on the QB side. 

Fiat Lux - ASIA
Level 15

US Bank will not Connect

@KFPro 

Consider to have a 3rd party solution as a workaround.

marusha3
Level 1

US Bank will not Connect

I am doing bookkeeping for 2 businesses for the same person basically. So when I go to Qb I get to choose which company to open. Both companies have US bank accounts. My problem is that when I try to connect one business to US bank accts, my other businesses' US bank accounts will stop connecting/syncing. I went back and forth with my client many times. 

RenjolynC
QuickBooks Team

US Bank will not Connect

Switching back and forth isn't easy, marusha3.

 

I'm going to share some details of what might be causing the sync issue and how we can get the transactions.

 

Once the account is connected, QuickBooks automatically downloads the latest transactions every night. If the update seems to get stuck, there might be issue on the bank's end, or you may need to complete any security requirements.

 

In the meantime, let's do the manual update in QuickBooks. Doing so will update all of your connected bank and credit card account, and add your new transactions. 

 

Here's how:

 

  1. Go to Banking or Transactions on the left navigation menu.
  2. Select the Banking tab.
  3. Click the Update button.

If you're still not seeing the new transactions, please sign in to your bank's website and check any maintenance or security updates. In case you encounter any bank errors, you can check the solutions under Step 4 in this article: What to do if you get a bank error or can't download transactions in QuickBooks Online.

 

Moreover, you can manually download the transactions using a CSV file. The instructions on how to do so is laid out in this guide: Manually upload transactions into QuickBooks Online. Then, start categorizing and matching the data. 

 

When you're ready to reconcile the bank account, feel free to watch the video tutorial here.

 

Please don't hesitate to comment below if you require any additional details about the steps I've shared, or need help with other concerns. I'll be glad to assist you out again. Take care!

marusha3
Level 1

US Bank will not Connect

Thank you. Now. I have another problem. Kinda big. Somehow I ended up with the same credit card showing up twice on the banking screen. At first, it was just one and that was reconciled until de end of December. So I merged the 2 cred cards that were the same, but when I merged, I merged the old with the new one because the new one was connected to the bank now. When I merged them all of my reconciliations for past years disappeared. I don't have them in Quickbooks anymore. What can I do to find them and bring them back, or are they lost for good? Quickbooks also make an automatic journal entry of a huge payment that I don't even think was ever made. Can you please help me?

Adrian_A
Moderator

US Bank will not Connect

Thanks for getting back to us, marusha3.

 

I've got a way how to fix this issue.

 

When you merge reconciled accounts, the transactions will be deleted from the account. However, its reconcile status will remain on the merged transactions.

 

If you want to reconcile the accounts as one, you'll need to unreconciled manually each item and then reconcile again.

 

  1. From the Accounting menu, select Chart of accounts.
  2. Locate the account and click View register
  3. Select the transaction you want to unreconciled.
  4. Review the ✓ (Reconcile) column.
  5. Keeps selecting the field until it shows as blank.Screenshot 1.JPG

     

  6. Select Save.

 

Afterward, you can reconcile the accounts again. I've added this reference as your guide: Reconcile an account in QuickBooks Online.

 

Let me know if you have concerns with reconciling the accounts. I'll be more than willing to help.

JABx3
Level 2

US Bank will not Connect

The connection seems to be broken again!  Is anyone else experienceing an issue connecting to their US Bank Account through Quickbooks?

katherinejoyceO
QuickBooks Team

US Bank will not Connect

Thanks for letting us know about your banking connectivity issue, @JABx3. I've checked our records and couldn't find any similar issues as you have at the moment. 

 

Sometimes, the connections may seem slow or stuck due to some maintenance issue on the bank’s end. As our initial fix, I'd recommend logging in to your bank’s website to confirm.

 

Here's how: 

 

  1. Get the URL QuickBooks uses to connect by going to Bookkeeping, select Transactions.
  2. Select Bank transactions, or go to Bank transactions.
  3. Select Link account to get the listed URL.
  4. Search for your bank and select it.
  5. Copy the URL listed for your bank.

 

After that, sign in to your bank or credit card's website using the copied URL. If you can sign in, that means there isn't a major issue. Next, check the following:

 

  1. Check your account for messages, notifications, or alerts.
  2. Look for any display issues as you navigate the website. These can block QuickBooks from downloading new transactions.
  3. Check your bank’s website for any announcements about new security requirements.

 

Once done, go back to QuickBooks Banking page, then select Bank transactions and click Update

 

You can also check out this article in case you need some guidance on fixing specific download errors: What to do if you get a bank error or can't download transactions in QuickBooks Online.

 

Get back to me if you have additional concerns about connected bank and credit card accounts in QB. We're always around to help. 

JABx3
Level 2

US Bank will not Connect

Thanks for the reply!  I have been on the phone with support for several hours this week and have tried everything they have recommended...  I finally got in touch with someone at the bank that was able to provide a little bit of support (Even though the bank does not provide support for Quickbooks online)  and was told that the login page I am being directed to is for Wealth Management (Investment accounts) and NOT regular banking accounts.   I have tried every other US Bank option that comes up, and they all route me to the Wealth Management sign-in site...  A manager was supposed to call me back hours ago, but that still hasn't happened... I guess this will roll over to next week and see if it might get resolved then... 

JABx3
Level 2

US Bank will not Connect

Thanks @katherinejoyceO , but unfortunately, I have been on the phone with support for several hours this week...  I have had at least 3 different people tell me my case is tied to an investigation, so it is odd that you aren't seeing other issues...   after my last call, I was supposed to get a call back from a supervisor, but that was several hours ago now, and nothing... which doesn't surprise me...   

 

The issue is that the US Bank login site that opens when I choose US Bank is for Wealth Management Accounts.  I have tried all of the different name variations that come up in the search that have the US Bank Logo, and all of them take me to the same Wealth Management login page, and not the regular banking page, so until I can be directed to the correct sign-in page within QuickBooks, it will be an ongoing issue... 

GlinetteC
Moderator

US Bank will not Connect

Hello, JABx3.

 

I know this hasn't been easy for you, as you've already contacted our support several times about this matter.

 

I want to let you know that we see your case is connected to an open investigation, and our team is working on a solution. You'll want to come back to the Community if you want updates. But rest assured that you'll receive email updates directly from our engineering team as they work on this login issue with US Bank.

 

We appreciate your patience as our engineers are implementing a permanent fix.

alliejack
Level 3

US Bank will not Connect

We have 12 QB accounts with USB accounts and none are syncing.  They all stoppd around the 6th - 8th of November.  What's going on?  Has anything been resolved?

alliejack
Level 3

US Bank will not Connect

We have the same issue with USB.  None of our QB accounts with USB accounts are syncing right now.  They all stopped sometime around Nov 6th - 8th.  Has anything been resolved?

Candice C
QuickBooks Team

US Bank will not Connect

Hey, @alliejack

 

Thanks for joining in on this discussion about US Bank not syncing transactions with your QuickBooks Online account. 

 

After reviewing on my side, it seems that our Product Developers are still the process of getting this taken care of. We recommend that you contact our Customer Support Team to get added to a list of affected users. This will allow you to receive updates on the issue via email. Here's how: 

 

  1. Go to the Help icon in the top right-hand corner. 
  2. Press the Contact Us button. 
  3. Give a brief description of the problem and click Let's talk
  4. Scroll down and choose to Get a callback

 

It's that easy! 

 

Keep us updated on how the call goes. It's my priority that you get added to this list as soon as possible. Take care! 

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