TD Bank Connection problems - won't connect

Let's check what's causing the error when you connect TD Bank in QuickBooks, @SarahD94. 

Before we begin, ensure sure you have the most recent version of QuickBooks Desktop for Mac. This will ensure that you have the most up-to-date features and fixes. 

Once done updating the software, you need to refresh the financial institution (FI) list.  QuickBooks updates the FI list once a day. Close QuickBooks and reopen it, then try to set up online banking again.

If you're getting the same error, download the new FI Directory (FiDir) file. Here's how:

1. Quit QuickBooks.
2. Open the User\Library\Application Support\QuickBooks\Downloads folder, and keep it in view.
3. Delete the FIDir.txt and FI.Blueprint.xml files.
4. Open QuickBooks.
5. Observe the User\Library\Application Support\QuickBooks\Downloads folder. You should see both FIDir.txt and FI.Blueprint.xml after the Patcher disappears.

if you're still unable to use Direct Connect, make sure that:

• TD Bank supports Direct Connect. You can check your bank’s website or contact them. If not, you can use Web Connect.
• Your customer ID and password/PIN are correct.
• You can sign in to your bank’s website outside of QuickBooks. If you can’t sign in, there could be an issue with your bank’s servers.

I recommend logging in to your bank's website and checking any messages. Any alerts can block the connection.

You can also gather Bank Feeds log files and submit them to your bank for reporting. For resolution, they can use our OFX Connectivity page. Simply write down the case/ticket number. 

Let me know if you need additional information by commenting below. I'll be around to help ensure you're able to connect TD bank to QuickBooks.

I spoke with customer service late yesterday and was told there was an investigation into why web connect was no longer working. TD definitely has web connect as I'd been using it for well over a year with no issues until last week. 

If I decide to try updating th FI Directory, where can I find the folder User\Library\Application Support\QuickBooks\Downloads? I looked in numerous locations and searched the C drive and cannot locate it.

Thanks

I spoke with customer service yesterday and they said an investigation had been opened because so many people were having issues with web connect. TD definitely has web connect - I'd been using it over a year before it stopped working last week.

If I decide to try updating the FI Directory, where can I find the folder  User\Library\Application Support\QuickBooks\Downloads? I looked in numerous locations and did a search of the C Drive and cannot locate it.

Thanks

Hello there, @SarahD94.

Thanks for joining the Community. I can guide you in locating the download folder in QuickBooks.

1. Close QuickBooks.
2. Open the User\Library\Application Support\QuickBooks\Downloads folder, and keep it in view.
3. Delete the FIDir.txt and FI.Blueprint.xml files.
4. Open QuickBooks.
5. Observe the User\Library\Application Support\QuickBooks\Downloads folder. 

You should see both FIDir.txt and FI.Blueprint.xml after the Patcher disappears. They are replaced with new data after reopening QB.

Feel easy to visit us again should you have more concerns. I'll be around to guide you again. 

I tried deleting the files and then re-opening QB and it didn't work. The error message is saying QB can't connect to the internet/server. The customer service rep I spoke with said this is a QB issue that needs to be resolved. I have tried updating as well. 

Thanks for getting back to this thread, @SarahD94. I've got you some alternatives to help import your banking data to QuickBooks.

Since the customer service informed you that there's an ongoing investigation with TD Bank Connection, rest assured that you'll receive an update about this.

Otherwise, you can reach out to them again to verify and ask for an update. For detailed steps, you may check out this link: Contact QuickBooks Desktop support.

In the meantime, you may import the .qbo file for bank transactions in QuickBooks. Let's start by downloading your QBO files and saving them on your computer. Web connect (QBO) files are online banking transactions from your bank’s website. 

Here's how:

1. Proceed to the Banking menu.
2. Select Bank Feeds and then click the Import Web Connect Files.
3. Choose the QBO file you saved, then click Open.
4. When prompted to Select Bank Account, choose Use an existing QuickBooks account or Create a new QuickBooks account if the account you're importing transactions into isn't in QuickBooks yet. 
5. Select Continue. You'll see a dialogue box telling you that the data has been successfully read into QuickBooks. Select OK.
6. Go to the Bank Feeds Center to review your transactions.

Let me also share this link to learn what file lists and transaction types you can import into QuickBooks: Import and export data in QuickBooks Desktop.

In addition to that, I've attached some articles you may find relevant in managing your banking data in QuickBooks Desktop:

• Add and match Bank Feed transactions
• Reconcile an account in QBDT

Keep me posted if you have other banking concerns in QuickBooks. I'll be around to help you. Stay safe and take care!

I had tried this before and got a message that it didn't recognize the financial institution. I just tried again and it says I'm trying to upload a web connect file QB doesn't support - even though I definitely selected QBO.

I appreciate the prompt response, SarahD94.

The steps shared by my peers above can help fix issues when connecting banks in the program. If none of these steps work for you, I'd recommend contacting our Customer Care Team. They have the tools that can identify the root cause of this matter and apply a resolution.

To do that:

1. Click on Help and choose QuickBooks Desktop Help.
2. Select Contact us at the bottom.
3. Enter a brief description of the issue and click Continue.
4. Choose Talk to a specialist or Chat.

You may also want to learn how to download, add, and match bank transactions, you can check this helpful article for reference:
 

• Download Bank Feed transactions in QuickBooks Desktop.
• Add and Match Bank Feed Transactions.

Feel free to reach out to us if you need further assistance while managing bank feeds in QuickBooks Desktop. I'm always here to help you.

Charles wrote "If none of these steps work for you, I'd recommend contacting our Customer Care Team. They have the tools that can identify the root cause of this matter and apply a resolution."

Hi Sara! I am having this same exact problem. Customer care team after spending hours trouble shooting including 3-4 hours with both QB and TDbank on the phone has not produced a solution for me. QB has told me as recent as this week that they are in touch with TD bank working on a resolution to this matter. I was wondering Sarah, have you resolved your issue? If so, how? Or are you still stuck in limbo since April? 

Phil

Thank you for joining in, Phil.

I understand that you've been through a lot with your bank and have contacted our Support team. However, it's hard to provide updates without looking into your account. I recommend contacting the team again, so they can check this for you.

Let me know if you have any other concerns. Take care and have a good one!

I just fixed this problem, It seems TD Bank no longer is accepting special characters, such as an ampersand. I had to go online to TD Bank and reset my password for my business connection without a special character. I then logged off QB and logged back on to the TD bank connection with my new password. All worked.

I have QB Online with TD Bank - it show the accurate balance with TD when you go to the Manage Bank button.  But on the Bank Transactions page, none of my deposits from this week show up.  I can't line item or categorize anything.

Let's perform some troubleshooting steps to get your week-to-date bank deposits on the Bank Transactions page, @FPChurch. This way, you'll be able to match and categorize them accordingly.

Bank maintenance may cause unusual results or missing data while syncing your entries to QuickBooks. You can refresh your bank by doing a manual download to bring your missing and latest available entries.

Here's how:

1. Sign in to your account as an admin.
2. Click on Banking at the left pane, then go to the Banking page.
3. Tap on Update.

After that, the system updates all your connected bank and credit card accounts. The number of transactions in each account tile will increase if QuickBooks downloads new transactions. You can go to the Banking menu again to check for the missing transaction. It's likely in the For Review tab.

If you're getting the same result, can you share with me the possible errors or pop-up notifications you've received? This way, I'll be able to check and look into possible investigations on our end. On the other hand, you can perform the following solutions provided in this article to isolate the issue: What to do if you get a bank error or can't download transactions in QuickBooks Online.

Alternatively, you may prepare an Excel CSV file for your bank data, then upload them to QuickBooks manually as a workaround. I'm adding these materials as your guide:

• Format CSV files in Excel to get bank transactions into QuickBooks
• Manually upload transactions into QuickBooks Online

 Thank you for joining the thread today. If you have other QuickBooks or banking concerns in mind, let me know by leaving a comment below. I'm more than happy to help you again. Have a good one!

When I hit the update button, it updates some of my bank accounts for one bank,  but not any of the accounts at TD Bank.  Truist Bank accounts update fine.

The whole point of QB is to not have to upload manually - this is a connection problem between TD Bank and QBO - I should not have to do manual work to fix your mistakes.

Hello there, FPChurch.

I recognize how vital it is for your company to use the online banking feature smoothly. This enables you to retrieve the most recent entries and record them in your company on time.

Since your TD accounts are not updating, I have to ask for more details on what you're experiencing. This is to check if we have any reported issues similar to your concern.

Did you receive any error codes or messages? Have you tried checking your bank's website to see if there's ongoing maintenance or update?

Any information you can share ensures a timely solution. Thank you in advance. Have a good one. 

I am having the exact same issue with TDBank.

Automatic Data Dumps back and forth were so easy and efficient.

Suddenly, the whole process has just stopped.  

I'm trying to mess around with my Account Customer ID in QB under the Bank Account Chart of Accounts.

Now, when I go into Bank Feeds, under the Drop Down Menu for Financial Institutions, TDBank isn't even showing up at all.

Help!!!!

Thanks for getting involved with this thread, Jefferson1. I appreciate your detailed information.

An OLSU-1011 error can be caused by the following:
 

• Problems with your internet connection.
• Using an unsupported version of QuickBooks.
• If the file from your bank isn't compatible with QuickBooks.
• Problems with one or more bank accounts in the company file.
• A problem with your bank. This could be pending alerts on the account that need to be acknowledged by you, changes to the financial institution's service offering to Web/Direct Connect, an inactive account, problems with their servers, or your bank's info isn't up-to-date on the Financial Institutions Directory (FiDir) in QuickBooks.

Before you begin troubleshooting, be sure to:
 

• Verify you can connect to the internet.
• Create a backup of your company file and match any pending downloaded transactions.
• Make sure your Windows firewall doesn't block the connection to QuickBooks.
• Sign in to the bank's website outside of QuickBooks and confirm you don't have any pending alerts.
• Check if you get the error in Bank Feeds Classic Mode. If not, this means your file from the bank works best in Classic Mode.

In the event you continue encountering a OLSU-1011 error, you'll want to proceed with troubleshooting. You can start by trying to download bank feed transactions into a test company file.

Here's how:
 

1. Open QuickBooks.
2. In your top menu bar, go to File, then New Company.
3. Choose Express Start or Start Setup.
4. Set up Bank Feeds for the affected account.
5. Try to download your transactions.

This helps to identify if there's a problem with the financial institution's servers. In the event you see the same error in your test company file, there may be an issue on the bank's end. You'll want to obtain a copy of your Bank Feeds log files and get in touch with the bank's support team.

If you don't encounter the error, your next troubleshooting process will be to check if the file from your bank is compatible. QuickBooks only opens downloaded transactions in a .qbo file extension. In the event your bank uses a different extension, QuickBooks won't be able to open the file.

To see if this problem is with your bank or the file type, try to download transactions directly from their website:
 

1. Sign in to your account on the bank's site outside of QuickBooks.
2. Locate and download your transactions as a .qbo file.
3. Import the transactions into your books.

In the event you can't open your .qbo file in QuickBooks, there might be a problem with the bank. Be sure to contact their support for help if this is the case. If you can import and view your transactions, you'll want to try refreshing the connection with your bank next.

Please feel welcome to send a reply if there's any additional questions. Have a lovely Friday!

I cannot thank you enough for this post. I just followed this process instead of the lengthy suggestions previously suggested and was able to fix my connection problem that I have been experiencing for over a week. Removed my special character and I am back in business! ~ appreciated.