For 8 days I've had the error: "We are having temporary problems accessing your account. Please wait a few hours and try again." Refreshing the bank accounts doesn't help

I've been having the same issue since June and it's driving me crazy. It was so nice having the statements without having to ask my clients. It was working... now nothing... ugh.

Thanks for bringing this to our attention, @DandMTz.

I'd like to help find a resolution to your concern. However, I'd like to ask for more details to help me get on the same page.

Would you mind adding details to your post? Such as the name or your bank, and have you encountered errors? This way, I can check here on my end if other users also have the same issue.

I appreciate any information you can provide. I’m looking forward to your reply. Have a great rest of the day.

This is what is happening to me. It says that the statement hasn't come in yet and then it asks you to click the button or link to run the request manually. That never works and you get an error. This has been happening to me since June and I've been waiting for it to work. I even asked my clients to reconnect their bank accounts. Nothing works. Below are the pics I could get from taking screneshots....... I hope you can see 3, the 1st says it hasn't happened yet, the 2nd says to do it manually and the 3rd is after it gives the error.... you'll see in the last one how it shows the last statement was June before it stopped working, the unreconciled shows June as the last one and I'm really hoping someone gets it working again. I really hope this helps.

Thanks! 

First Commonwealth and Citizens Bank. Forgot to add that, Sorry.

I appreciate you sharing more details of your concern and adding a PDF file of the error you're getting, Bank Statement. I'm here to offer additional solutions to bring your statements to our system.

I can see that manually updating the bank account still doesn't download the transactions to our system. At this time, I suggest logging in to your bank's website to check for any updates, notifications, or errors that may have impacted this behavior. The message should provide you with specific steps if any action is required. Once you have reviewed and addressed everything, please sign back into QuickBooks to check your statements.

If you're getting the same result, I recommend contacting support so a live representative can look into your account securely and investigate why your bank has stopped bringing statements since June 2023.

Once your statements are in QuickBooks, prepare yourself to review and categorize them from the For Review section.

On the other hand, most banks typically download bank data up to 90 days old only. If you need to add older transactions to our system, upload them manually.

I'm only a few clicks away to help if you have follow-up questions regarding your bank statements. Just leave a comment below. Have a good one!

American Express. I'm able to access my account directly with them without any issue. The error comes only from QBSE: "We are having temporary problems accessing your account. Please wait a few hours and try again."

Unfortunately, your website's interface does not offer a way to remedy the problem. One can only disconnect and reconnect. But in doing so, ALL transactions would be deleted and thus have to be categorized again, one by one, once the account is reconnected.

 Angelyn, I mean no disrespect but that won't solve the problem. It's happening to all of my clients across the board. Prior to July, my clients were all enrolled in the program, the bank statements were all being uploaded at the end of every month, and with no problems. There were no issues at all! To me, it seems that the issues appeared when QuickBooks made updates to their online site. I believe almost 100% that this is a QB issue and not a bank issue. One of my clients actually did one of the things you recommended and disconnected her bank and reconnected it. Someone hacked into her account and she was issued a new account number for her business account. After she connected her new bank account, the same error was still there, "There are no recent statements available from your bank right now. Check back in a few days. View past statements"  OR "Your statements haven't come in yet, but we're working on it. Check back in a few days. Refresh now"  When you click on the link, you get this "No statements available. Manual refresh complete"   There has to be more statements because the last statement that was uploaded from the bank was June's. I hope QuickBooks can figure out why this error is happening and fixes it.

I have the same issue. No one seems to know how to help. 

I understand how frustrating it can be to encounter persistent issues. Please know that your concerns are important and I am here to help. Let me connect you to the right department that can further assist you, @DTM69.

Considering the extended duration of this issue, it would be best to reach out to QBSE support directly. They have the necessary expertise and resources to investigate the problem thoroughly and provide you with the required assistance to resolve this matter. 

To contact support:

1. Sign in to your QBSE account.
2. Select Assistant from the top bar.
3. Ask general questions or enter a short description of your concern.
4. If you want to connect with us directly, type or say “Talk to a human.”
5. Choose a way to connect with a live agent.

You can also check the phone details through this link: Contact QuickBooks Self-Employed Support.

In the meantime, you can import the transactions manually in your QBSE company file. Ensure that the file containing the list of your bank entries is in CSV format. Here's how:

1. Navigate to the Profile icon and select Imports.
2. Next, click the Import Transactions button.
3. Then, follow the onscreen steps to upload the CSV file.
4. Select Import.

For reference, check out this article: Manually import transactions into QuickBooks Self-Employed.

I have also included a helpful resource that you can use as a guide in categorizing your bank transactions:  Categorize transactions in QuickBooks Self-Employed.

If you have any other inquiries or concerns about managing your bank transactions, feel free to leave a reply below. I am always here to offer further help.

OK, I've done what you suggested and I called QBO. They told me that they had never seen this issue before until I brought it to their attention. I was instructed to call back in a few days for an update and possibly a resolution. Since then, I called back for an update and they told me that they were currently active in my files, working on the issue. From time to time, I look on the community page to see if anyone else is also having the same issue. I did see a post from earlier this year with a list of error codes and how to resolve them. Unfortunately, my issue doesn't give an error code message. 

Does anyone know if the bank statement uploading issue has been fixed¿?? If there isn't a solution, then I am hoping 2024 brings one. Fingers crossed for a reply with a fix...

Thanks for reaching out, @Bank Statement error.

I appreciate your patience while our product engineers are working towards finding a permanent solution for this issue.

I know you've already contacted our support team. However, I recommend reaching out to our support team again for any updates or further assistance. They will be able to provide you with the latest information on your case and conduct any necessary investigations. You can follow the steps provided by my colleague above to reach us. Our live support team is available from Mondays through Fridays, 6 AM to 6 PM, and Saturday, 6 AM to 3 PM PT.

Once the issue is fixed, here's an article on reviewing your transactions so they're under the right categories: Categorize transactions in QuickBooks Self-Employed.

Thank you for your understanding and patience throughout this process. If you have any other questions or concerns regarding the management of your bank transactions, please don't hesitate to let me know. I'm here to assist you.