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pjmitchell55
Level 3

Webconnect (QB DESKTOP) works with CC, but not banks ?

Today, webconnect will not connect to download transactions from either of my banks (2 accounts in one bank, 1 account in the other).  It WILL work on credit cards.  Could this be a problem with Quickbooks Desktop?  Seems odd that BOTH our banks wont work all of a sudden. (Just happened today).  Any suggestions?  Thank you.

Solved
Best answer December 29, 2020

Best Answers
ZackE
QuickBooks Team

Webconnect (QB DESKTOP) works with CC, but not banks ?

Hi there, pjmitchell55. I appreciate your detailed information.
 

I've reviewed our ongoing/solved investigations and can confirm there's currently no records of problems downloading Web Connect files in QuickBooks Desktop (QBDT).
 

If you're encountering one of the following error messages when trying to connect with your bank and download transactions, there could be an issue with Web Connect:

  • "An error occurred while processing your online banking data."
  • "QuickBooks found an error. We can't read the file {Your financial institution} sent.
  • "QuickBooks is unable to verify the Financial Institution information for this download."
  • "Your data was not imported into QuickBooks."


These types of problems can occur for several reasons. Sometimes, files from a financial institution are provided in an invalid format or incomplete. You'll initially want to try downloading the Web Connect file (.qbo) directly from your bank's website, instead of through QBDT. Before attempting an import of it, be sure to confirm you're using a supported version and that Internet Explorer is up-to-date with its latest release.
 

In the event you're still seeing one of the errors listed above while trying to download/upload a file, there may be an issue with your bank. You can reach out to them and research it further. If they're unable to identify a problem on their end, you'll want to continue troubleshooting beginning at Step 2 in our Fix Web Connect import errors resource.
 

Lastly, if you aren't seeing any errors or you're seeing a message that Intuit's not familiar with, you'll want to get in touch with our Customer Care Team. They'll be able to pull up your account in a secure environment, conduct further research, and create an investigation ticket if necessary.
 

Here's how to contact them:

  1. In the top menu bar, go to Help, then QuickBooks Desktop Help.
  2. Click Contact Us.
  3. Enter a brief description of your issue in our Ask a question (or tell us what's wrong) field.
  4. Hit Continue.
  5. You'll be provided with a few support options. Select We’ll contact you for callbacks or Message Us to start an instant messaging session.


Be sure to review their support hours so you'll when agents are available.
 

I'll be here to help if there's any additional questions. Have an awesome day!

View solution in original post

1 Comment
ZackE
QuickBooks Team

Webconnect (QB DESKTOP) works with CC, but not banks ?

Hi there, pjmitchell55. I appreciate your detailed information.
 

I've reviewed our ongoing/solved investigations and can confirm there's currently no records of problems downloading Web Connect files in QuickBooks Desktop (QBDT).
 

If you're encountering one of the following error messages when trying to connect with your bank and download transactions, there could be an issue with Web Connect:

  • "An error occurred while processing your online banking data."
  • "QuickBooks found an error. We can't read the file {Your financial institution} sent.
  • "QuickBooks is unable to verify the Financial Institution information for this download."
  • "Your data was not imported into QuickBooks."


These types of problems can occur for several reasons. Sometimes, files from a financial institution are provided in an invalid format or incomplete. You'll initially want to try downloading the Web Connect file (.qbo) directly from your bank's website, instead of through QBDT. Before attempting an import of it, be sure to confirm you're using a supported version and that Internet Explorer is up-to-date with its latest release.
 

In the event you're still seeing one of the errors listed above while trying to download/upload a file, there may be an issue with your bank. You can reach out to them and research it further. If they're unable to identify a problem on their end, you'll want to continue troubleshooting beginning at Step 2 in our Fix Web Connect import errors resource.
 

Lastly, if you aren't seeing any errors or you're seeing a message that Intuit's not familiar with, you'll want to get in touch with our Customer Care Team. They'll be able to pull up your account in a secure environment, conduct further research, and create an investigation ticket if necessary.
 

Here's how to contact them:

  1. In the top menu bar, go to Help, then QuickBooks Desktop Help.
  2. Click Contact Us.
  3. Enter a brief description of your issue in our Ask a question (or tell us what's wrong) field.
  4. Hit Continue.
  5. You'll be provided with a few support options. Select We’ll contact you for callbacks or Message Us to start an instant messaging session.


Be sure to review their support hours so you'll when agents are available.
 

I'll be here to help if there's any additional questions. Have an awesome day!

View solution in original post

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