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Level 1

Why can I not connect my Bank of America account?

 
13 Comments
QuickBooks Team

Re: Why can I not connect my Bank of America account?

Hi there, @lydainteractive

 

Thanks for bringing this to our attention. I'm here to ensure that you'll be able to connect your Bank of America account with QuickBooks Online.

 

Did you receive any error message while trying to connect your bank with QuickBooks? If so, we can go ahead and perform some troubleshooting steps to get this sorted out.

 

Let's start with running a manual update to refresh the connection between your bank and QuickBooks. 

 

Here's how:

  1. From the left menu, select Banking.
  2. On the Banking page, select Update.
  3. If prompted, enter your Multi-Factor Authentication (MFA) credentials and select Continue update.

If the issue persists after running the manual update, please check out this article for more troubleshooting steps: Fix online banking errors in QuickBooks Online.

 

However, if the same thing happens after performing all of these steps, I'd suggest reaching out to our Customer Care Team. They'll be able to pull up your account in a secure environment and has specialized tools to assist with connectivity. 

 

Also, I'd be best if you can provide the exact error message that you received so I can give you additional resolution.

 

I'll be on the lookout for your reply and look forward to further assisting you. Wishing you and your business continued success.

Level 1

Re: Why can I not connect my Bank of America account?

I've tried everything. Manual refresh, cleared cache, logged-in from different browsers & computers, downloaded & uploaded .QBO file (not a good solution BTW), talked to customer service on both sides—but to no avail. I'm at my limit.

QuickBooks Team

Re: Why can I not connect my Bank of America account?

Hello @lydainteractive.

 

I'm grateful that you took the time to provide me with an update on the steps that you've tried. 

 

Since none of these steps worked on your end, the best thing that we can do is to give our  Customer Care Team a call. They're able to request account information and work with our banking team to verify what’s causing the issue. This is also to ensure that your account is in a secure space since the Community is a public forum. 

 

Please let me know if I can be of additional assistance. I'll be around to help you out. Thank you. 

Level 2

Re: Why can I not connect my Bank of America account?

I've had this same problem for 53 days now!  This is unacceptable!  What am I paying for?!

QuickBooks Team

Re: Why can I not connect my Bank of America account?

Hello there, @RickyKemph.

 

We would like to inform you that this issue has already been reported to our product engineers/developers. As of now they are currently working with your bank to resolve the issue. I'd encourage you to get in touch with our QuickBooks Online Support and have them attach your case to INV-22109 so you'll be added to the list of affected users. Once added, you'll automatically receive an email notification with the latest updates.

 

To contact support:

 

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose QuickBooks Online.
  3. On the Contact Us page, click a topic.
  4. Click on the Get Phone Number button to see the support number.

Thank you for your patience. Stay in touch if you have any other concerns. Have a good day!

Level 3

Re: Why can I not connect my Bank of America account?

This depends on the kind of Bank of America online access you have. In general, individuals and small firms use one login mechanism, whereas larger firms will use the system that is fronted by a more sophisticated system called CashPro.

 

However, if you use CashPro, despite it being more sophisticated overall, you simply cannot sync your accounts to QuickBooks Online. You have to run a particular kind of report that will give you the required data in a .qbo file, and then you have to "manually" import that file. I say "manually" because you have to initiate the import itself, rather than QBO doing it for you. But it is a proper import. You don't have to type stuff in.

 

I learned this because I myself ran into the same issues and I had the above explained to me directly by CashPro support.

 

Level 1

Re: Why can I not connect my Bank of America account?

Sooooo what you're saying is Bank of America will NOT connect with QB desktop no matter what? Because I have IT telling me I have to pay them for an "IT plan" because this type of problem is not "covered" in my "warranty". Soooo now QB doesn't have to provide the service the computer program is suppose to support? Why did I buy the upgrade? The ONLY reason I upgraded was because my downloading capabilities were withdrawn. So now I upgrade and they tell me there are "hidden upgrades from Microsoft" that I don't have and I have to pay $60 to make this program work. This is [removed]
QuickBooks Team

Re: Why can I not connect my Bank of America account?

Hi @Tara10,

 

I want to help make sure that your banking concern will be taken care of as soon as possible.

 

I checked our records to see if we have reported issues about QuickBooks Desktop connecting with Bank of America, but couldn't find any.

 

Meanwhile, you can also check out our help article: Fix OL ad OLSU Bank Feeds error in QuickBooks Desktop. It includes common QB Desktop online banking setup and connection errors and its troubleshooting info to resolve the issue.

 

If you're still unable to connect with your bank, I'd suggest contacting our Customer Care team. They can pull up your account to review the connection between your  QBDT account and Bank of America. They can also open an investigation if an issue is found, then add you to the affected users so you can receive updates about its status.

 

For your other concern, you can always post it here in the Community. Take care!

Level 1

Re: Why can I not connect my Bank of America account?

SAME PROBLEMS occuring with Bank of America.  It won't allow access to new accounts opened. It's driving me crazy.  Only certain account appear on the "connected" account.   Not to mention the whole employee credit cards having to be under suborinate card isn't very good way to keep the books.   I want to find an alternative for quickbooks. I'm tired of paying monthly for downloading SOME transactions and I'm losing all reliability.  Anyone have any suggestions for a good alternative software with easy transition?

Moderator

Re: Why can I not connect my Bank of America account?

This has been reported to our banking team, Sung Yun.

 

They're still working to resolve this error. We don't want you to feel the need to switch. We know it's important to be able to have your all of bank transactions downloaded.

 

For now, I recommend contacting our QuickBooks Support so you will be added to the list of affected users. You can provide the investigation number INV-39183 together with the error you encountered.

 

Here's how:

  1. Click the Help icon.
  2. Click Contact Us.
  3. Enter INV-39183 together with the error you encountered, then click Let's talk.
  4. Select from Start a message or Get a callback.

You can also check our support hours: Support hours and types.

 

We appreciate your understanding and patience. Let me know if you need anything else. 

Level 1

Re: Why can I not connect my Bank of America account?

I have the same issue!  I spent 2 hours chatting with someone yesterday!  Case #[removed].  I was assured it would be resolved overnight.  Here I am, trying to return to Quickbooks and it is still blocking access!  I even tried a different team members log in and that still didn't work!  This is why we left Quickbooks two years ago, nice to see the same problem exists.  Ugh!

Level 1

Re: Why can I not connect my Bank of America account?

I am also having issues with BofA and QBDT linking!

QuickBooks Team

Re: Why can I not connect my Bank of America account?

Thank you for posting, @New User1.

 

To successfully connect your Bank of America to your QuickBooks Desktop (QBDT) account, make sure to have your QBDT updated to the latest release. Also, you can log in to your online banking account outside QuickBooks.

 

If you’re able to meet those requirements and still unable to connect your bank, check the error you’re having and follow the steps on how to resolve it by going to the article that was provided by katherinejoyceO: Fix OL and OLSU Bank Feeds errors in QuickBooks Desktop.

 

Let me know if you require additional information or further clarification in connecting your bank account. I'm always glad to help in any way I can.​

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