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Think2
Level 2

Union bank connection still not working

I’m going to keep posting about the union bank connection not working. It’s been over a month. I posted before. I had to go to zoho books. Theirs works. Godaddy bookkeeping works. Xero works. Until someone competent at QuickBooks looks at this ticket and decides to maybe make their program work. It’s so ridiculous. Here is my case number. And please no annoying template response. 

Investigation 60473

Same case number [removed]

2 Comments 2
Jen_D
Moderator

Union bank connection still not working

Thanks for sharing this banking concern with the QuickBooks Community, @Think2,

 

We understand the urgency of having this fixed so you can resume with your bank processes.

 

Our Finance Team is continuously working with your financial institution (Union Bank) regarding this error message. The estimated turnaround time on when this gets resolved is something we're unable to disclose. This is because they work on this internally.

 

If you already called us and had our agents add your email to the notification list, you will receive updates from the Banking Team. If you're not getting any updates, contact us again to re-add your account information. While the investigation (INV-60473) is not yet resolved, you can upload the transactions manually.

 

This way you can get the bank transactions in your account for reconciliation purposes. Download the data from your bank then map the transactions in a CSV file.

 

Once it is ready, start importing the file to your QuickBooks Online company. Follow these steps:

 

  1. Open your QBO account and tap the Banking menu.
  2. Click the Link Account drop-down.
  3. Tap the Upload from file option.
  4. Press Browse and choose the file you want to upload.
  5. Choose an QBO file from the list, then Open.
  6. Follow the on-screen instructions to map the fields.
  7. Select the transactions to import.
  8. Click Yes then Let’s go.

 

When the online banking connection is reconnected, the bank might re-download the transactions that were not fetched before. To avoid any duplicates, exclude them in the For Review tab. Here's how:

 

  1. Go to the For Review tab.
  2. Mark the box next to each transaction you want to exclude.
  3. Select Exclude from the pop-up at the top.
  4. Excluded transactions are then moved to the Excluded tab, and won’t be added to QuickBooks or be downloaded again. To permanently delete duplicate entries, put a check mark on them, then hit Delete.

     

 

To learn more about mapping and uploading bank entries, see the following article:

 

 

We appreciate your understanding and patience with this issue. Rest assured, you will get notified once our engineers will release official updates for the fix. If you have any questions or need anything in QuickBooks, feel free to update this discussion or mention me on your posts. I'll be right here to help.

Think2
Level 2

Union bank connection still not working

Guess what? I just signed up for WAVE Accounting and it's free. For a bank feed to not update from a big bank for over a month and then all services from WAVE, ZERO, ZOHO Books all make it work... you guys should be ashamed for lagging behind... I just cancelled quickbooks. Thanks for making me look for other more reliable software!

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