TD Bank announced that it will not work with QuickBooks. It actually crashes it.

Electrician · ‎December 10, 2018

I received an email from TD Bank 2 days ago (May 25th 2018) saying that they will be suspending access to QuickBooks and Quicken for a few weeks, no known date.

I immediately tried to Sync via Online Banking and it crashed QuickBooks. I mean full crash, making Crash Catcher open up.

Questions:

1) Does anyone know when or if TD Bank will give access back?

2) Why does the lack of access crash the entire QuickBooks program?

IntuitBrooks · ‎December 10, 2018

First I've heard of it. Obviously QB shouldn't crash but it is a new specific situation and as such untested. Unfortunately I don't have a TD bank account to try it out with. First thing I'd try is seeing if you can download a WebConnect file from TD Bank's web site.

qbteachmt · ‎December 10, 2018

They seem to still support Quicken using OFX. You can get a translator for OFX/QFX to .qbo for Web Connect to work. .qbo files are basically an OFX file.

RCV · ‎December 10, 2018

Thank you for bringing this to our attention, electricalcont.

At this moment, we are continuing to work with the bank to restore the connectivity after their most recent website re-design, and there's no specific time frame for the resolution date.

In the meantime, you can import your banking transactions through WebConnect.

On the other hand, you can run a verify rebuild data utility to identify if there's a data issue causing QuickBooks to crash while syncing to online banking.

While we're working on getting this issue resolved, you can contact our QuickBooks Desktop Technical Support Team, so they can add you to our notification list. This way, we can directly provide you the updates or resolution for this issue.

Here's how to reach them:

     1. Go to https://help.quickbooks.intuit.com/en_US/contactus.
     2. Select your QuickBooks product.
     3. Select a topic.
     4. Click the Get Phone Number button to see the support number.

We appreciate your patience in this matter. I'll also keep an eye on the issue and will get back to you if there's an update.

Electrician · ‎December 10, 2018

On the FAQ website it says that it is not possible to manually download information for the desktop version of QuickBooks: <a rel="nofollow" target="_blank" href="http://www.tdbank.com/securityupgrade/">http://www.tdbank.com/securityupgrade/</a>

Does that mean that WebConnect will not work?

If it is only going to be a few weeks, then I don't mind checking it manually during that time, this way I don't mess anything up.

IntuitBrooks · ‎December 10, 2018

Thanks for the link - looks like this is entirely on the TDBank side. Probably best to contact them for info. Though I agree QuickBooks Mac should not crash. I've asked QA to look into that.

Jefferson1 · ‎December 10, 2018

Downloading from TDBank, which only allows Quicken downloads....and converting the Quicken file (QFX) to a Quickbooks file (QBO), and then trying to import doesn't work. Why are we being nonchalantly told that this work-around "works," when, in fact, it doesn't. Please provide us real solutions and not irresponsibly post an "answer."

qbteachmt · ‎December 10, 2018

Yes, you can get a converter for that file; you have to search the web. There are converters for csv and pdf, as well.

Electrician · ‎December 10, 2018

Jefferson_1, I received an email from TD Bank a couple weeks ago saying to call them and they will set it up again. I called and she did something and Online Banking worked again. And still works fine now.

Jefferson1 · ‎December 10, 2018

qbteachmt....if you read my response, I said that I "convert the Quicken File (QFX) to a Quickbooks file (QBO)." I already know that and how to handle that....I'm not sure why you had to comment regarding the same thing I've already done....that's not helpful.

Jefferson1 · ‎December 10, 2018

electricalcont - I'll try and call TD - thank you for your input - it seems very deleterious to have to make phone calls to make this works. I work with Citizens, Bank of America and TDBank - I've always been able to do my downloads from all of them. It is extremely frustrating that TDBank has messed this up and we have to spend time tending to this. I am guessing there will be countless hours on the phone with TDBank. Ugh....

qbteachmt · ‎December 10, 2018

You posted it Doesn't work: "Why are we being nonchalantly told that this work-around "works," when, in fact, it doesn't."

But it does.

Jefferson1 · ‎December 10, 2018

It doesn't work here. I have already taken the steps to convert quicken files. I was pretty explicit. You commented on doing something I had already done....and had explicitly stated.

IntuitBrooks · ‎December 10, 2018

My understanding is that TDBank was making some changes and the outage was temporary. You may want to contact them again. If you've done the hack of converting Quicken files there's a chance that you've changed the FIDIR associated with the bank in your copy of QuickBooks. You can clear that by editing the account in QB, choosing Online Settings, and disassociating it by clicking the button (make sure you've processed everything pending in the download transaction window first as this will clear it out). Then try setting it up with TD Bank again with Banking->Online Banking Set up.

Electrician · ‎December 10, 2018

I did not do the hack, I just went without Online Banking during the temporary outage.  I received an email on June 18th, I will paste it into the next comment for space reasons.

The phone call only took a few minutes.  It took a short time to explain that I needed done to one person and then be sent to anther person, who then did something on her end that made it work again, so the call was necessary.

Also, shortly after making my original post on this topic I received a phone call from TD bank about this apologizing for the temporary outage.  I am not sure why they made the call, since I questioned the validity of the call (but they didn't ask for any private info) and they couldn't tell me how long the outage would be for.

Electrician · ‎December 10, 2018

Important update: Call us to help restore your Quicken® or QuickBooks® desktop access

Thanks for your patience during our recent security upgrade. We'd like to help you get your Direct Connect (automated) access from TD Bank to Quicken or QuickBooks desktop applications back up and running today.

To get started, just call us at XXXXXXXX —we're happy to give you a hand. Here are a few things you can do to make the call go smoothly.
•   Be in front of your computer and ready to log in to the Quicken or QuickBooks desktop applications
•   Check which version of Quicken or QuickBooks you use
•   Have your TD Bank username(s) and password handy
•   Check out our FAQs for more details

If you've already reconnected to Direct Connect (automated) access to Quicken or QuickBooks desktop applications, you should be good to go. If you're still experiencing issues, check out our FAQs, or give us a call at XXXXXX.

Thanks,
Jason Thacker
EVP, Head of Consumer Deposits, Products and Payments
________________________________________

I XXXX'd out the phone number because the forum won't let me post it.

claudiaSp · ‎February 28, 2019

had to talk to a TD Bank supervisor to get this information. First rep that i talked to did not know anything.

here is the link: https://www.td.com/us/en/personal-banking/sitetransition/

scroll down to the bottom of that webpage to get the full 6 page pdf on how to reconnect.

bookkeeper27 · ‎March 07, 2019

Anyone have this info for QB desktop for Mac 2016? Just spent an hour on phone with Intuit then had to go to TD bank to unlock the account after a phone call said it was locked, but I have been having this problem for a few months now. On hold with TD Bank tech right now and am going on hour #2 just to get web connect working again to get taxes done. Keeps saying it's connected but to contact financial institution.

bookkeeper27 · ‎March 07, 2019

QB told me it was TD bank's problem when I got the error, contact your financial institution. TD Bank said they only help download the transactions, which I did correctly. They said Intuit has to help with getting those into their software. I cannot deactivate the account, as the directions I googled were for another version. TD also told me QB will be outdated in April so that might be why it's not working. I can tell you right now my employer is not expecting that charge. Anyone having this same issue?

RaymondJayO · ‎March 07, 2019

Thanks for joining this thread, @bookkeeper27.

I appreciate you contacting TD bank and our Support Team to help resolve your bank feeds concern.

Yes, there is currently an ongoing investigation about the TD bank account not updating downloaded transactions. Our Online Banking Team is actively working to get this issue resolved.

As a workaround, you can deactivate and reactivate your bank account. This way, it helps to refresh the connection of your account in QuickBooks. Here's how:

Go to the Lists menu, then select Chart of Accounts.
Select the account to unlink from imported online transactions.
Choose Edit from the Action pop-up menu.
Select the Online Settings tab.
In the Download Transactions window, select Not enabled and click Save.
In the Edit Account window, click OK.
Create a new bank account with the same name as the existing bank account. Then, add the number 1 at the end of the name (for example, if the original bank account is ABC, create a new account named ABC1.)
Import the file.

Please read through the pages 161 and 162 for your reference through this link: QuickBooks for Mac 2016 User's Guide. For more troubleshooting steps to resolve online banking issues, you can refer to the solutions through this article: Troubleshoot Online Banking (Mac).

Stay in touch with me how things go after performing the above steps, @bookkeeper27. I want to make sure this issue will be taken care of so please feel free to leave a comment below. Rest assured, the Community is always here to help you out. Have a great day!

jduprie · ‎March 26, 2019

I have the same problem in QB on a windows box. Has there been any progress on a fix? their "workaround" only works once, then I have to do it all over again the next time I try to download transactions.

Charies_M · ‎March 26, 2019

Hello there, jduprie.

Thanks for letting us know about this. I want to make sure this is taken care of.

Since the previous workarounds did not work well, this time let's download your banking transactions through Web Connect.

Here are the steps to download:

Access your bank's website within QuickBooks.
From the Bank Feeds center, choose the appropriate bank.
Select Download Transactions.
A QuickBooks browser window opens and displays your bank's website. Use your customer ID and PIN or password.

You can check out this article to know more about downloading bank transactions in QuickBooks: Download Bank Feed transactions.

Also, I recommend you get in touch with our QuickBooks Desktop Support. They have wide variety of tools to use for conducting a deeper investigation about this.

Let me know how it goes or if you have follow-up questions about this. I'm still here whenever you need help.

baselinep · ‎April 14, 2019

I would love to know. Was this resolved?

JaneD · ‎April 15, 2019

Hi there, baselinep.

Thank you for joining us in this thread. Let me share a few details about the TD bank investigation and bring in your transactions into QuickBooks Desktop (QBDT).

Are you getting any error codes when downloading bank transactions into QBDT? I'm happy to inform you that the TD bank investigation has already been resolved.

To get you back on track, we can reset the connection by turning the bank feeds off. To do so, please follow these steps:

Open QuickBooks Desktop.
Go to Lists and choose Chart of Accounts.
Right-click on the account and select Edit.
Go to the Bank Feed Settings tab.
Select Deactivate all online services.
Click on OK.
Select Save & Close.

Then, enable the bank feeds again by following the Step 2 section outlined in this article: Get help with error OL 301 or 393.

If you're encountering any bank errors, you can refer to these articles that will help you out:

That will do it. The recommended steps above should usually resolves any bank issues. Keep me posted on how it goes by leaving a comment below. I'm always here to help.

Gary9284 · ‎April 15, 2019

This solution did not work for me - Quickbooks 2019. I receive an error message saying it does not recognize the name of the financial institution.

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TD Bank announced that it will not work with QuickBooks. It actually crashes it.