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wendyhuber14
Level 1

Truist transactions not loading from bank and cannot connect since June. QB said that the issue is fixed, but it is NOT.

ref  Case Number xxxxxxxxxx. This is complete BS. It's been since June that they cannot pull in transactions. Can someone please provide an explanation????
12 Comments 12
ChristieAnn
QuickBooks Team

Truist transactions not loading from bank and cannot connect since June. QB said that the issue is fixed, but it is NOT.

Hi there, wendyhuber14.

 

Welcome to the QuickBooks Community. I'll be sharing details on how bank transactions work in QuickBooks Online. Then, ensure you'll be able to see your recent entries by performing some ways as a workaround.

 

When you first connect your online bank and credit card accounts, QuickBooks Online downloads previous entries up to a certain date. Then, QuickBooks automatically downloads the latest transactions every night.

 

Since the entries aren't downloading from the bank and haven't been able to connect since June, I recommend manually importing your bank transactions. This way, your entries will upload and be added to your online banking that appears in QBO. 

 

To start with, you have to know the date of the oldest existing transaction currently in the account to avoid entering duplicates.

 

Here's how:

 

  1. Go to Bookkeeping or Accounting and choose Chart of accounts.
  2. Find the bank or credit card account you want to upload the transactions into.
  3. Click the View register link.
  4. Find and write down the date of the oldest transaction. Usually, the oldest transaction is the opening balance.

 

After that, get transactions from your bank. You can open this article to see the steps on how to complete the procedure: Manually upload transactions into QuickBooks Online. This also contains instructions on how to finish the process.

 

Additionally, it seems you've already contacted our support team. A ticket has been created based on the case number you provided. Rest assured that we have added you to the list of affected users, and you will receive email updates once we resolve the issue. You can also send or reply to them using the existing email to check the status of this matter. You may also reach out to our support again if you need more details about the case and further updates.

 

Lastly, you may refer to each article below on how you can review downloaded transactions by matching or adding them. Also, how to reconcile your accounts to avoid discrepancies.

 

 

Don't hesitate to click the Reply button below if you have additional queries about ban transactions in QuickBooks Online. I'm always here to help, wendyhuber14. Have a great day!

Fiat Lux - ASIA
Level 15

Truist transactions not loading from bank and cannot connect since June. QB said that the issue is fixed, but it is NOT.

@wendyhuber14 

Utilize the trial version of MT Online 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 still an ongoing problem at your bank or connection.

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

 

jsco2289
Level 2

Truist transactions not loading from bank and cannot connect since June. QB said that the issue is fixed, but it is NOT.

I have the same thing.

 

I've been doing it manually, not fun.

 

The website is https://www.truist.com/tbsco or the https://truist.fdecs.com/eCustService/ that it redirects to. It funny how it worked with Suntrust. It could still work, Quickbooks just needs to have the connector replace Suntrust with Truist. I am guess they don't care... I've requested several times to no avail. 

jsco2289
Level 2

Truist transactions not loading from bank and cannot connect since June. QB said that the issue is fixed, but it is NOT.

Why would she want to do it mannually, it works with truist regular bank.... It worked before the merge.  Just need to fix the one it was working with before and change out to truist... https://truist.fdecs.com/eCustService/

 

 

 

jsco2289
Level 2

Truist transactions not loading from bank and cannot connect since June. QB said that the issue is fixed, but it is NOT.

It is the bank connection, but its on the quickbooks side. They didn't fix the connector after the merge.. https://truist.fdecs.com/eCustService/    ... All truist did was change out suntrust with truist. Lol...

 
 

 

MaryLandT
Moderator

Truist transactions not loading from bank and cannot connect since June. QB said that the issue is fixed, but it is NOT.

I understand how you want transactions from Truist  to be loaded into QuickBooks automatically, jsco2289.

 

Your bank needs to allow QuickBooks to connect with their new website or URL for you to be able to download transactions from Truist, 

 

You can also request support for your bank's new website within your QuickBooks Online (QBO) account. Let me guide you on how to do it.

 

  1. Go to the Banking menu.
  2. Select Add account.
  3. From the Connect an account page, enter the new website.
  4. You'll get the message, "Hmm, we can’t find [name of the bank you entered] in our list of supported banks," and you will be presented with helpful tips to try and locate your bank account.
  5. Click the Request support for your bank button.
  6. Enter all the necessary details.
  7. Select Request.

 

Once Truist is re-linked, all you have to do is to review, categorized, and/or match your transactions with the existing entries in QBO. Please refer to this article for the steps: Categorize and match online bank transactions in QuickBooks Online

 

then, I recommend reconciling your accounts every month. Doing this will ensure transactions recorded in QuickBooks matches with what you have from the actual bank. To learn more about this, you can check out this article: Reconcile an account in QuickBooks Online. It also includes details about editing completed reconciliations.

 

Get back to me if there's anything else you need. I'll be right here answer your questions.

mtmphd
Level 1

Truist transactions not loading from bank and cannot connect since June. QB said that the issue is fixed, but it is NOT.

All of the comments by users here are correct!  When Truist took over SunTrust, Truist IT admitted that they botched the domain name translation entries for the "separate" SunTrust Small Business Credit Card accounts.  Truist IT admitted that legacy SunTrust users had to use separate login credentials from the truist.com domain, and users above have given the full domain address.  Actually, the issue was noted and raised to Truist IT back in MAR2021.

 

I have repeatedly sent messages from the QuickBooks Online account setup to Intuit to please update their account list to use the legacy domain SunTrust Small Business Credit Card account so that we can connect and update expense transactions automatically without having to do the manual process to login to our legacy SunTrust Small Business Credit Card account and download/upload CSV files.

 

As users, please understand Intuit/QuickBooks, that because of this "domain translation debacle", we cannot connect to the truist.com domain and get transactions for our legacy SunTrust Small Business Credit Card accounts. 

 

Please stop having your helpdesk support staff read from a script to tell us how to use your deficient software and fix the problem.  Why don't you take ownership of all these complaints and call Truist Bank to find out how they plan to solve the domain translation problem!!!???

Joshua 17
Level 1

Truist transactions not loading from bank and cannot connect since June. QB said that the issue is fixed, but it is NOT.

Yep, March is when this problem started. Have been manually uploading transaction data since, making real time tracking of expenses very difficult... I have called in to QB support multiple times, been given case numbers, and updated case numbers, and yet still no help. I am hoping someone will read this who has the ability to understand and resolve the issue. 

 

 

djfs
Level 1

Truist transactions not loading from bank and cannot connect since June. QB said that the issue is fixed, but it is NOT.

Bumping this thread.  My clients are having the same issues with Truist.  It regularly disconnects.  Since 11/30/22 it says "The bank or account site is down for maintenance so we can't connect to it. Come back later and try again. (105)"

 

Quickbooks support, please get your tech team to fix this!

JaeAnnC
QuickBooks Team

Truist transactions not loading from bank and cannot connect since June. QB said that the issue is fixed, but it is NOT.

I can see where you're coming from, @djfs.

 

I understand the frustration when Truist bank misbehaves and regularly disconnects in QuickBooks Online (QBO). I've checked my resources and confirmed there's an ongoing investigation (INV-79722) related to your case. Please know that our engineers are diligently working to identify the cause to provide you with a resolution.

 

For now, I suggest reaching out to our customer support team to be added to the list of affected users. By doing so, your clients can receive status updates on the ongoing investigation through their email. 

 

Here's how:

 

  1. Click the Help icon and select the Search tab.
  2. Click Contact Us.
  3. Give a short overview of your concern and click Continue.
  4. You can choose between Chat with us or Have us call you.

 

Once your bank feeds are working back to normal, we can reconcile your accounts. This way, we can review them and ensure they match your bank and credit card statements.

 

Please feel free to return to this thread if you need further assistance with Truist bank transactions. I'll be glad to lend a helping hand. Stay safe.

ak323
Level 1

Truist transactions not loading from bank and cannot connect since June. QB said that the issue is fixed, but it is NOT.

When I have called the Truist they have no idea what I'm talking about stating that the link works fine and I should be able to link it and talk to Quickbooks because its on the quickbooks side that the link is not working. is there someone on the Truist side that we should be reaching out to like a specific team or a name of someone. could you provide the direct number. im just so frustrated because now that tax season is coming this is just an added stress that truly could be avoided. 

LeizylM
QuickBooks Team

Truist transactions not loading from bank and cannot connect since June. QB said that the issue is fixed, but it is NOT.

Hi there, ak323. 

 

I can see the urgency of getting Truist to be loaded into QuickBooks as soon as possible. Let me help route you to the support who can properly address your concern

 

I recommend contacting our Customer Care Team again. Our phone representatives have tools that can access your account and provide fixes immediately. 

 

Here's how to reach them:

 

  1. Click the Help menu in the upper-right-hand corner. 
  2. Type in "Talk to a human", then press Enter.
  3. Look for I still need a human and click on it.
  4. Click Get help from a human or Contact Support Team.
  5. Select between Send a messageSchedule an appointment, or Get a callback.

 

Here are some articles that help ensure accounts are matched and accurate. Visit them moving forward for detailed instructions:

 

 

Drop me a message below with updates on your banking connection concern. I’ll get back to you as soon as I can. Always take care!

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