Why can I not connect my Bank of America account?

Hi there, @lydainteractive. 

Thanks for bringing this to our attention. I'm here to ensure that you'll be able to connect your Bank of America account with QuickBooks Online.

Did you receive any error message while trying to connect your bank with QuickBooks? If so, we can go ahead and perform some troubleshooting steps to get this sorted out.

Let's start with running a manual update to refresh the connection between your bank and QuickBooks. 

Here's how:

1. From the left menu, select Banking.
2. On the Banking page, select Update.
3. If prompted, enter your Multi-Factor Authentication (MFA) credentials and select Continue update.

If the issue persists after running the manual update, please check out this article for more troubleshooting steps: Fix online banking errors in QuickBooks Online.

However, if the same thing happens after performing all of these steps, I'd suggest reaching out to our Customer Care Team. They'll be able to pull up your account in a secure environment and has specialized tools to assist with connectivity. 

Also, I'd be best if you can provide the exact error message that you received so I can give you additional resolution.

I'll be on the lookout for your reply and look forward to further assisting you. Wishing you and your business continued success.

I've tried everything. Manual refresh, cleared cache, logged-in from different browsers & computers, downloaded & uploaded .QBO file (not a good solution BTW), talked to customer service on both sides—but to no avail. I'm at my limit.

Hello @lydainteractive.

I'm grateful that you took the time to provide me with an update on the steps that you've tried. 

Since none of these steps worked on your end, the best thing that we can do is to give our  Customer Care Team a call. They're able to request account information and work with our banking team to verify what’s causing the issue. This is also to ensure that your account is in a secure space since the Community is a public forum. 

Please let me know if I can be of additional assistance. I'll be around to help you out. Thank you. 

I've had this same problem for 53 days now!  This is unacceptable!  What am I paying for?!

Hello there, @RickyKemph.

We would like to inform you that this issue has already been reported to our product engineers/developers. As of now they are currently working with your bank to resolve the issue. I'd encourage you to get in touch with our QuickBooks Online Support and have them attach your case to INV-22109 so you'll be added to the list of affected users. Once added, you'll automatically receive an email notification with the latest updates.

To contact support:

1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
2. Choose QuickBooks Online.
3. On the Contact Us page, click a topic.
4. Click on the Get Phone Number button to see the support number.

Thank you for your patience. Stay in touch if you have any other concerns. Have a good day!

This depends on the kind of Bank of America online access you have. In general, individuals and small firms use one login mechanism, whereas larger firms will use the system that is fronted by a more sophisticated system called CashPro.

However, if you use CashPro, despite it being more sophisticated overall, you simply cannot sync your accounts to QuickBooks Online. You have to run a particular kind of report that will give you the required data in a .qbo file, and then you have to "manually" import that file. I say "manually" because you have to initiate the import itself, rather than QBO doing it for you. But it is a proper import. You don't have to type stuff in.

I learned this because I myself ran into the same issues and I had the above explained to me directly by CashPro support.

Hi @Tara10,

I want to help make sure that your banking concern will be taken care of as soon as possible.

I checked our records to see if we have reported issues about QuickBooks Desktop connecting with Bank of America, but couldn't find any.

Meanwhile, you can also check out our help article: Fix OL ad OLSU Bank Feeds error in QuickBooks Desktop. It includes common QB Desktop online banking setup and connection errors and its troubleshooting info to resolve the issue.

If you're still unable to connect with your bank, I'd suggest contacting our Customer Care team. They can pull up your account to review the connection between your  QBDT account and Bank of America. They can also open an investigation if an issue is found, then add you to the affected users so you can receive updates about its status.

For your other concern, you can always post it here in the Community. Take care!

SAME PROBLEMS occuring with Bank of America.  It won't allow access to new accounts opened. It's driving me crazy.  Only certain account appear on the "connected" account.   Not to mention the whole employee credit cards having to be under suborinate card isn't very good way to keep the books.   I want to find an alternative for quickbooks. I'm tired of paying monthly for downloading SOME transactions and I'm losing all reliability.  Anyone have any suggestions for a good alternative software with easy transition?

This has been reported to our banking team, Sung Yun.

They're still working to resolve this error. We don't want you to feel the need to switch. We know it's important to be able to have your all of bank transactions downloaded.

For now, I recommend contacting our QuickBooks Support so you will be added to the list of affected users. You can provide the investigation number INV-39183 together with the error you encountered.

Here's how:

1. Click the Help icon.
2. Click Contact Us.
3. Enter INV-39183 together with the error you encountered, then click Let's talk.
4. Select from Start a message or Get a callback.

You can also check our support hours: Support hours and types.

We appreciate your understanding and patience. Let me know if you need anything else. 

I have the same issue!  I spent 2 hours chatting with someone yesterday!  Case #[removed].  I was assured it would be resolved overnight.  Here I am, trying to return to Quickbooks and it is still blocking access!  I even tried a different team members log in and that still didn't work!  This is why we left Quickbooks two years ago, nice to see the same problem exists.  Ugh!

I am also having issues with BofA and QBDT linking!

Thank you for posting, @New User1.

To successfully connect your Bank of America to your QuickBooks Desktop (QBDT) account, make sure to have your QBDT updated to the latest release. Also, you can log in to your online banking account outside QuickBooks.

If you’re able to meet those requirements and still unable to connect your bank, check the error you’re having and follow the steps on how to resolve it by going to the article that was provided by katherinejoyceO: Fix OL and OLSU Bank Feeds errors in QuickBooks Desktop.

Let me know if you require additional information or further clarification in connecting your bank account. I'm always glad to help in any way I can.​

Any update to this issue? It's crazy that I'm paying for a service that doesn't work. I can easily sent invoices for free, as that is all QBO is currently good for at the moment. 

I'm about to cancel my subscription if there is no resolution to this problem.. 

It sounds like you’re affected by a known connection issue,@Michaelgai.

When it comes to banking, there could be a few different things causing these connectivity errors. Our engineers are aware of this error prompt that some users are receiving and are currently working on a fix. 

In the meantime, let's manually download your credit card transactions from your bank's website, then upload them to QBO using Web Connect as a workaround.

Here's how:

1. Sign in to your bank's website.
2. Follow your bank's process to download your transactions.
3. Choose transactions from specific or multiple accounts, or select a date range for transactions.
4. Select a supported file type for the download file.
5. Note the name of the file you downloaded and its location so you can easily find it.

Once completed, you can now import the downloaded transactions. Here's how:

1. Go to Banking.
2. Click the Update ▼drop-down menu, then select File Upload.
3. Select Browse to attach the download file.
4. From the QuickBooks account ▼ drop-down menu, select the account you want to upload the transactions into, then click Next.
5. Follow the onscreen instructions, then click Next.
6. Click Let's go whenever you're ready to add transactions to your account.
7. After that, you can then categorize them.

You can check out this article for further guidance: How to upload more than 90 days of bank transactions.

Also, I'd recommend contacting our  QuickBooks Online Customer Care so you'll be added to the affected user's list. Once updates are released, you'd be notified through an email. 

Don't hesitate to get back to us if you have other questions about connecting your account with QuickBooks. I'm just a few posts away.

I've already been in contact and was told that I was added to the affected users list. 

When can we expect this to be fixed?

Thanks for getting back to us, @Michaelgai.

At this time, we don't have a specific time frame as to when this issue is going to be meditated upon. Rest assured, our engineers are all-hands in getting this resolved so you can get back on track.

For now to get your work done, It's recommended to follow the workaround provided by my peer, IamjuViel.

I encourage you to visit our QuickBooks Status site, to get recent updates about the programs' incidents report.

I can see the importance of this functionality to your business, and we value your patience while this has been worked on.

Let me know if there's anything else you need. I'll make sure you're all set. Have a good one!

It has been  more than 12 months with this issue of connecting to BOA.  Can you just say that QBO does NOT work with BOA?

I have tried all suggestions and troubleshooting.  In the last 3 months I have spent collectively over 50 hours on the phone with both BoA and QBO support.  I have been having to update all my accounts manually.  I think it is time to say good bye QBO and accept the fact that we are being given the run around on this connectivity to Bank of America  issue. We have no one else to blame but ourselves for paying for a service that is not being provided.

I just wish that more information was out there about the LACK of interface and connectivity between QBO and BoA before client's expectations make them spend subscriptions and valuable time trying to fix a KNOWN problem by QuickCrooks Corporate and Support.  I want a refund!

I wouldn't like to be in that kind of situation, 2013User.

When I review our records here, I've found out that there's an open investigation where customers have a hard time to connect their BoA to QuickBooks. Our banking engineers need to figure out things to know the cause of the issue. They are doing their best to resolve this as much as you do. 

Please consider contacting us to add you as one of the affected users. Click the Help icon and select the Contact Us button below. Enter Bank of Account inside the What can we help you with? box. Once done, click the Let's talk button. You can either select Get a callback or Call us.

About the refund, I would recommend sharing this with our specialist as well since I am unable to tell further details about it. Our specialist is the right person who can guide you about this matter. 

Please know that I'll continue to assist you if you have more questions to ask. 

I reported this in January and it’s almost March and no solution. I cancelled my subscription. How do you let something like connecting with one of the biggest banks in country be unresolved after 7 weeks!    Why would I ever trust Quickbooks again?  Maybe if you post when this is resolved I’ll consider coming back, but I’ve wasted too much time on this already. 

I was just able to get logged in on Quickbooks for the first time since December!!!

-Go to add account

-Search for: (It will have a Bank of America logo) 

I can connect with my BOFA ACCOUNTS! 
I deleted them , to try added again , and still not working! 

Hello there, @fredgladiator.

Bank of America is now using the service to make online banking more reliable. Please make sure you're the primary user of the account to authorize the connection in QuickBooks bank feeds.

If you're unsure of your user type, I suggest contacting your financial institution for verification. One of them will be able to check your account and determine if your access can perform the process.

If the problem persists, I recommend you perform some of the browser basic troubleshooting. Please start with logging into your QuickBooks Online (QBO) account using a private browser (incognito).

Here are the keyboard shortcut keys:

• Press Ctrl + Shift + N (Google Chrome).
• Ctrl + Shift + P (Firefox or Internet Explorer).
• Control + Option + P (Safari).

Also, can you share with me if there's an error message prompt when adding Bank of America? This way, I'll be able to check if there are any reported issues from other users similar to the problem.

For additional information, I've attached an article about using the OAuth connection according to your bank: What's OAuth and what's changing with banking connections.

Please know that the Community has your back if you need further assistance. It’s a place for you to interact with experts and peers.Wishing you and your business continued success.