Unable to DirectConnect with TD Bank after QB2020 for Mac Upgrade

Hello GoodScout,

You've done the basic troubleshooting steps to see what's going on with your TD Bank connection. There's nothing I can add to it from here. It would be best if you can reach out to our Support, so they can take a look at your setup. They can start a screen-sharing session to understand the issue better.

Please follow these steps:

1. Open this link: https://help.quickbooks.intuit.com/en_US/contact/
2. When you're prompted to choose a product, select QuickBooks Mac Desktop.
3. Choose Using QuickBooks for Mac and Set up and use Online Banking in QuickBooks for Mac.
4. Scroll down and click on the Start a Message button.

If you have other questions or concerns at the moment aside from this, please go back to this thread.

There is no "Start a Message" button or link on this page. (Yes, I am logged in).

Hey there, GoodScout,

Allow me to add up some information before connecting you to a live support team.

Upgrading QuickBooks to the latest version will reset the online banking feeds. You need to deactivate and reactivate it to refresh the connection between these two programs.

Before proceeding, make sure to match or delete any pending transactions in your Bank Feeds Center. This is to prevent any issues upon performing the process.

Deactivate Bank Feeds

1. Go to the Lists menu, then select Chart of Accounts.
2. Highlight the account, then click the pencil icon to edit.
3. Select Online Settings.
4. From the Download Transactions drop-down menu, select Not enabled.
5. Select OK to confirm, then select OK to close the window.

Once done, you can then re-connect TD Bank. Check out the Set up and use Online Banking (Mac), then go to the Direct Connect section for the detailed steps.

If you need help with the process, I suggest contacting our QuickBooks Desktop for Mac. They can do screen-sharing and guide you through the process provided above.

Contact support:

1. Go to this link: https://help.quickbooks.intuit.com/en_US/contact.
2. Select QuickBooks Mac Desktop.
3. Click Search for something else, then enter a brief discussion of your concern in the Tell us more about your question field.
   
4. Click Search.
5. Scroll down and check out instructions in step 2. Then, click Start a Message.
   

I've added these handy related articles for additional information in case you encounter an issue:

• Fix Online Banking
• Can’t deactivate Bank Feeds for an account.

Don't hesitate to click the Reply button below if there's anything else you need. I'm always right here to help you out.

Thank you and stay safe!

Hi

I have unlinked then re-loaded the accounts with banking set up. I am still getting this error 

General Error

We could not connect to your financial institution to retreive a statement. Please try again later and contact your financial institution if this problem persists.

I am getting this will all of my banking institutions, credit cards, and checking accounts. Any help would be appreciated

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

Before we start, let's make sure your QuickBooks Desktop for Mac is on the latest release. Doing this will help you get the latest features and fixes. Please follow instructions and detailed steps through this link: Update QuickBooks for Mac to the latest release.

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 the 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 is 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 check any messages. Any alerts can block the connection.

You can also collect Bank Feeds log files and report this to your bank. They can escalate via our OFX Connectivity page for resolution. Just take note of the case/ticket #.

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.

Thanks for the quick response, I am up to date, I tried the library access to work on FI, I do not see the quickbooks file in the Application support file. If I go to applications I have QuickBooks.

I also have tried to rebuild data and get an error and it states contact community. 

help

I moved everything over from an older computer from an external time machine and things were working fine, then I was asked to register and things went haywire 

thanks again

Hi there, @Kosmic.

I appreciate you for getting back to us here in the Community. Let's get you over to our QuickBooks Support Team to get back on track.

Since you've already tried the necessary troubleshooting steps, I recommend you proceed with contacting our Chat Support Team. They'll be able to help further by providing additional resolution, as well as using tools unavailable to me in this public space.

Let me walk you through how:

1. Go to: https://help.quickbooks.intuit.com/prechats/offerings/QB-Mac/23435/view.
2. Enter the required information.
3. Hit Submit.

You can also check this article for more details about how to import bank data manually into QuickBooks: Download bank transactions in QuickBooks Desktop for Mac.

Drop me a comment below if you have any other questions about connecting your bank. I'll be happy to help you some more.

Thank you 

The link takes me to a blank screen ?

Thanks for getting back to us, @Kosmic.

If you're referring to the Chat Support link, try copying and pasting it to a supported browser (Safari 11 or newer).

This is what you'll see on the link. All you need to do is to fill in the required fields, then click Submit to reach our Support team.

I'm also adding this article that tackles downloading and importing your bank transactions for future reference: Download bank transactions in QuickBooks Desktop for Mac.

Please let me know how it goes or if you have additional questions. I'm more than willing to help. Have an amazing rest of the day!

Thanks 

I am using Big Sur 11.1for my operating system.

I also just reconciled a credit card and when I went to continue I got an error

An error occurred while making your changes.

Try making the change again. If you see this error message again, please contact tech support or post a message on Community (choose Help > Community).

help

Thanks for joining in on the thread, Kosmic.

If updating the QuickBooks Desktop for Mac release and the Verify and Rebuild data process don't work, you can contact our Customer Care Team. They can further review what is happening and provide additional steps to fix it.

1. Go to this link: https://help.quickbooks.intuit.com/en_US/contact.
2. Select QuickBooks Mac Desktop.
3. Click the Company File option and select a sub-topic.
4. Click Get Phone Number.

You can also chat them through the links provided by AlcaeusF and FritzF on the earlier responses.

Let us know how this goes so we can assist you more.

I can't find Quickbooks in the Application Support file? Any idea why?

I had to start a new login name It would not let me log in as Kosmic

I want to make sure this is taken care of, @Kosmic1. And I'd like to redirect you to our support team to get this addressed right away.

The QuickBooks file should be found in the Application Support folder. Since you can't find the file from there, I recommend reaching out to our Phone Support Team. This way, they can check your account in a secure environment and help verify the file location. They can also help login to your new company file so you can get back to working order.

To reach them, you can follow the steps provided by my colleagues above. Or you can go directly to this link: Chat Support.

I'm also adding this article for more guidance with QuickBooks Desktop for Mac: QuickBooks Desktop Mac 2020 User’s Guide.

Please know that I'm just a reply away if you need any further assistance with this. Wishing you and your business continued success.

Thanks

I contacted through chat and we worked on things, we got to a point where I needed to sign up for customer care to continue, I did get a tutorial but I have tried those things already.

I might need to bite the bullet and sign up. 

Thanks for the help

Kosmic

I tried to open a new company and start from scratch, l could not connect to my bank I get a connection error...... where have things gone wrong? 

I was thinking of upgrading but expect this data to corrupt the upgrade, suggestions 

I'm here with some instructions to help you connect your bank to QuickBooks, @Kosmic.

Since you still experiencing the same issue when attempting to connect your bank with a new company, the next step is to confirm your account info and check for server outages with your bank. If there is no connection issue identified, please proceed to Solution 4 of this article: Fix Online Banking.

If the issue persists, I recommend reaching out to our technical support team. You can request a screen share to further investigate the root cause of the issue and they will generate steps to fix it for you. To connect with them, head to QuickBooks Desktop for Mac support at this link. 

You can also connect with them through these steps:

1. Go to the QuickBooks support at this link. 
2. Choose QuickBooks Desktop for Mac.
3. Click on Search for something else and enter Could not connect to my bank I get a connection error in the search box.
4. Hit Search.
5. Select Start a Message.

In the meantime, you can download and import your bank transactions to QuickBooks For the detailed steps, see this article: Download transactions with Web Connect. 

Don't hesitate to get back here if you have additional questions about connecting your bank with QuickBooks. I'll be around whenever you need help. Have a good one. 

I deleted and re-entered the file, still can not communicate with any bank in my system. thanks any other ideas

Taylor

Thank you

I replaced the file and still am having issues.

I am afraid to upgrade and start over Jan 1 2020, not due to rebuilding the company, but fear the corruption will invade a new upgrade. any ideas?

Thanks for reaching back out, @Kosmic. 

I'd love to get this worked out as quickly as possible for you, and would like to reiterate what my colleague @DivinaMercy_N stated above, the steps taken next should be to reach out to Support. This way, they can get a screen share set up to further investigate the root cause of the issue.

To connect with them, head to QuickBooks Desktop for Mac support at this link. 

You can also connect with them through these steps:

1. Go to the QuickBooks support at this link. 
2. Choose QuickBooks Desktop for Mac.
3. Click on Search for something else and enter Could not connect to my bank I get a connection error in the search box.
4. Hit Search.
5. Select Start a Message.

Let me know if there's anything elseI can help with! Have a wonderful holiday.

Thanks everyone, hope you all had a great Christmas

I get to a point with Customer service where they want me to sign up for the customer care to continue, is this the only way to get further help?

"Alright. I have two ways of helping you out. We have the QuickBooks Plus subscription which I can tell you more about, or we have a Do-It-yourself option. Which do you prefer?"

The self help is everything you have all helped me with

thanks