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SNicosia09
Level 2

Bank Feed and Bank Detail not displaying numbers

My transactions have now magically stopped displaying numbers and is XXX everything. This is making it hard to match transactions that have the same expense amount or account transfers. Can anyone explain how to fix this, so it displays numbers from the bank feed?

41 Comments 41
rizwan571
Level 2

Bank Feed and Bank Detail not displaying numbers

Hi I have the same situation . please DM me whenever you find any answer . Thanks

Rizwan 

[email address removed]

Thanks

 

ZackE
Moderator

Bank Feed and Bank Detail not displaying numbers

Thanks for getting in touch with the Community, SNicosia09 and rizwan571.

 

The data displayed in your BANK DETAIL section on bank feed transactions comes from the financial institution your account's with. If this appears to be a recent change, you can check their website for publications about it or get in touch with them to find out more information.

 

You also have the option of manually importing transactions, which might show more detailed information, unless similar changes were made to their .QBO, .CSV, and/or .QFX files as well.

 

To manually import transactions, you'll need to initially pick a start date.

 

Here's how:
 

  1. Go to Bookkeeping or Accounting, then Chart of accounts.
  2. Find your account and use its View register option.
  3. Locate and write down the date of your account's oldest transaction. Usually, this will be its opening balance.

 

Next, you'll need to get transactions from the bank:
 

  1. Sign in to your bank or credit card's website.
  2. Follow their instructions for downloading .QBO, .CSV, and/or .QFX files of transactions.
  3. Check the date range for your download. It should be at least one day before the date of your oldest transaction.
  4. Download the transactions. Be sure to save your file somewhere you can easily find it, like the computer's desktop.
  5. After downloading your file, confirm it's formatted properly before uploading it. The maximum file size is 350 KB. If your file's too big, try shortening its date range and download transactions in smaller batches.

 

Now you'll be able to manually upload the transactions.

 

Please feel welcome to send a reply if there's any additional questions. Have a lovely day!

intensitybands
Level 2

Bank Feed and Bank Detail not displaying numbers

Well the solution offered by support below is OBVIOUSLY not the answer. lol. And not surprising.  May I ask though, do you by chance bank with Chase?  I'm having the same issue, and since they're blaming the institution initially, if all three of us that are having this issue bank with Chase, then possibly they're correct.  Before I go chasing that down though, I thought maybe we could check this.  Thanks.

intensitybands
Level 2

Bank Feed and Bank Detail not displaying numbers

BTW @SNicosia09 and @rizwan571  I can't figure out how to DM you, but maybe tagging you will work.  Thanks.  

gwin525
Level 1

Bank Feed and Bank Detail not displaying numbers

Similar problems here. The feeds into QB from my bank only show XX where numbers were. for example, in one account I have Bank 1 saving, Bank 2 savings and so on. QB is no longer seeing bank 2, my guess is because both accounts appear to be duplicates not the numbers are replaced by XX? 

YVALLC
Level 2

Bank Feed and Bank Detail not displaying numbers

My clients bank with Chase and I am having the same issue.  Numbers are now showing as XXXX, suggested payee and GL accounts are no longer helpful (they are way off and seems that the QB is not able to recognize the data in the bank detail so it is coming up with random suggestions). Rules that are based off of bank detail are also no longer working.  Chase bank is the only bank I am experiencing this issue and I believe they did some sort of upgrade in May.  The only way to fix is to manually open each transaction so if you come up with anything please share.  

YVALLC
Level 2

Bank Feed and Bank Detail not displaying numbers

This is not a solution.  There is an issue between QBO and Chase bank that needs to be investigated and resolved.

rizwan571
Level 2

Bank Feed and Bank Detail not displaying numbers

Yes I have JP Morgan chase bank and issue is with only this bank ,     Rest of Webster bank and kearny bank haven’t the issue . It means it’s problem with chase bank only 

rizwan571
Level 2

Bank Feed and Bank Detail not displaying numbers

Yes it’s JP Morgan chase bank 

SNicosia09
Level 2

Bank Feed and Bank Detail not displaying numbers

Yes, my accounts are through Chase Bank. My other institutions connected do not have this problem. QBO and Chase need to resolve this in a timely matter. It has been 3 weeks of a constant nightmare...

Bryan_M
QuickBooks Team

Bank Feed and Bank Detail not displaying numbers

Hi there, @SNicosia09.

 

I hear and feel where you're coming from. Your experience for the last three weeks wasn't easy at all, and I'm here to help you fix this as soon as possible.

 

Currently, there's an ongoing investigation (INV-88796) about this issue where Chase Bank accounts feed and detail aren't displaying numbers instead it shows XXX. Rest assured, our engineering team is doing their best to find a fix to this issue.

 

While we're unable to tell when this issue will be resolved, I encourage you to contact our Live Support Team. They can add you to our notification list, and you'll receive an email notification once an update is available. Here's how:

 

  1. Sign in to your QuickBooks Online, then click the Help (?) icon.
  2. Choose either tab to get started: Assistant or Talk to human.
  3. Select Contact Us.
  4. Click the Start a chat with a support expert or Get a callback from the next available expert.

 

I'll be adding this reference to look for helpful features and functions of QuickBooks: Help Articles in QuickBooks Online

 

We're always in love with resolving your issue in QBO, and feel free to reply if additional assistance is needed.

gabrielcamarena
Level 2

Bank Feed and Bank Detail not displaying numbers

Having the same issue. Now I have to open my bank account to double check what are the bank accounts involved in the transfers.

 

gabrielcamarena
Level 2

Bank Feed and Bank Detail not displaying numbers

Chase it is.

BBHan
Level 1

Bank Feed and Bank Detail not displaying numbers

I have the same issue for QB Desktop Premier Plus, please included this version in your investigation 

SashaMC
Moderator

Bank Feed and Bank Detail not displaying numbers

Hello BBHan,

 

We will go ahead and do that! Thank you for your input. 

erbgcpa
Level 3

Bank Feed and Bank Detail not displaying numbers

Same issue and it's with Chase.  I have several clients with many Chase accounts.  It's a huge problem.

Ryan Thomas
Level 1

Bank Feed and Bank Detail not displaying numbers

Glad I'm not alone...this is terrible.

adoperations
Level 2

Bank Feed and Bank Detail not displaying numbers

This is also happening with check numbers. They are showing with XXX on them

kyawmm
Level 1

Bank Feed and Bank Detail not displaying numbers

This is definitely between Chase and QBO.

The Bank details (from Chase) are showing correctly in my old accounting software.

I have contacted QBO customer service and they are of no use at all. 

JulieDeee
Level 1

Bank Feed and Bank Detail not displaying numbers

I am having the same issue and I bank with Chase. QB made me reconnect with Chase and ever since then it does not download the transaction number which makes it very hard to match transactions automatically and manually... 

DHeraV
Moderator

Bank Feed and Bank Detail not displaying numbers

Hello there, Julie. Let me share some details of your concern about the bank detail not displaying transaction numbers in QuickBooks Online (QBO).

 

Due to Chase Bank's recent enhancement of its security protocols, they have decided to no longer include transaction numbers in the downloaded data. While this change might initially seem inconvenient, it is a proactive measure taken by the bank to ensure the utmost security of your financial information.

I understand that the transaction numbers have been a valuable reference point for managing your finances within QuickBooks Online (QBO). To help you continue effectively managing your transactions, I recommend reaching out to your bank to have them notified of your insights/feedback.

 

Additionally, I'll also share this article to serve as your reference in making sure that your accounts always match your bank and credit card statements in QBO: Reconcile an account in QuickBooks Online.
 

Feel free to leave a reply if you have additional QuickBooks-related queries. The Community team always has your back. Have a good one.

sooverit2
Level 4

Bank Feed and Bank Detail not displaying numbers

Same - All five of my clients who use Chase since the bank feeds were required to be reconnected/updated. ALSO, has anyone noticed that you have to hit the update button in order for the Chase accounts to update? They no longer update on their own. I am on a call now adding these companies to the investigation.

Aviwebb
Level 1

Bank Feed and Bank Detail not displaying numbers

Has anyone found a fix to this?

 

Same issues:

- Bank with Chase

- QBO randomly required reconnecting the accounts

- Only XXXX's showing for account and transaction numbers

- Not updating accounts automatically

ReymondO
Moderator

Bank Feed and Bank Detail not displaying numbers

Thanks for joining the thread, Avi. I'm here to provide you with the steps to help fix your concerns with Chase Bank in QuickBooks.

 

As mentioned above, there is a recent enhancement of security protocols with your bank. This leads to including transaction numbers in the downloaded data. While this change might initially seem inconvenient, it is a proactive measure taken by your financial institution to ensure the utmost security of your banking information.

 

I know the impact of these changes especially when categorizing transactions in QuickBooks. I'd suggest sending feedback to your bank so they can hear your thoughts with regard to this matter. 

 

For now, you can review your bank statements and compare them with your downloaded transactions to help you with your categorization. 

 

I'd also like to address your concern about QuickBooks randomly requiring reconnecting the accounts and not updating automatically on the Banking page. Before we proceed, can you share with me more details about these issues? This way, I can provide you with the right steps to help fix the problem.

 

In the meantime, I'd suggest performing a manual update. This will help us ensure you have the latest available banking transactions in the For review tab. 

 

To do that:

 

  1. Go to the Banking menu.
  2. Select the bank account that you're working with.
  3. Click Update.
  4. If asked, enter your Multi-Factor Authentication (MFA) credentials. Then press on Continue update.

 

If you encounter specific banking errors while working with QuickBooks, please see step four of this article to find a fix: What to do if you get a bank error or can't download transactions in QuickBooks Online.

 

Once everything is settled, you can review the transactions and reconcile your accounts so they always match your bank and credit card statements. Feel free to check out these references for the detailed process: 

 

 

Mention my name in the comment section below if you have any other questions. I'm always here to help you out. Keep safe always!

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