Bank of America New - Fails to show bank accout

Running the Verify and Rebuild tools is a great start to help fix the problem. I appreciate your doing that, @Tbone457. 

Thank you for sharing a detailed scenario of your concern and all your efforts in resolving the problem. Connecting the Bank of America new in your company B is our priority. I'll add some details to help get rid of the issue.

Check that the QuickBooks Desktop version you're using is still supported and up to date. This way, you have the most recent features, product improvements, and bug fixes in the company file. Proceed with the following steps:

1. Press F2 to open the Product Information window in QuickBooks company B.
2. Check your version and release.
3. Current release numbers for each version of QuickBooks:

• QuickBooks 2023 R1_16
• QuickBooks 2022 R5_151
• QuickBooks 2021 R10_52
• QuickBooks 2020 R15_50

     4. If it needs to be updated, please update it to eliminate the problem. 

If you've updated your account and the problem persists, I recommend contacting our technical team. I know you've called them before, but we need to look into why company B isn't on the list further in a safe place. Make sure to contact them within business hours to ensure a swift response.

Furthermore, I will take note of your experience with the support department and share it with our management team to ensure that we are doing everything possible to provide a positive experience.

Finally, you can use the following articles to fix OLSU issues and answer common questions about integrating Bank of America into QuickBooks:

•  Fix OL and OLSU Bank Feeds errors in QuickBooks Desktop.
• Connecting Bank of America in QuickBooks FAQs

If you have other questions regarding this topic or QuickBooks in general, fill me in. I'm always ready to assist. Keep safe!

MichelleBh

Thanks for your reply.  I did not see it until this morning.  The version that appears on the window is R5_157 which I assume is further beyond the R5_151.  Let me know if this is an issue.  Both company A and B are using the same version software version.  My QB software is professional services addition 2022 release R5P (64 bit)  Again both companies A and B are using the same version.

I will try to call support today but I am apprehensive that I will have to start from the beginning with someone who does not have enough experience.  The last tech insisted that my bank account was showing but it was the wrong account as described in my initial request for help.  Is there someone in support that this can be sent to who you think can help me?

Thanks again for your response.

I have called support again,  After being on the phone for 10 minutes or so, I was asked to provide my license number which I did.  While my support person was verifying my license, the phone line was disconnected.

Appreciate the update, @Tbone457.

I hear you and I want to ensure this matter is addressed timely so you're able to connect the Bank of America accounts to online banking in QuickBooks Desktop.

Currently, we have an ongoing issue where customers, like you, have been unable to connect to online banking where accounts are missing from the drop-down menu. Rest assured our engineering team is aware and they've been all hands on deck working to fix this as soon as possible.

While we are unable to provide the exact turnaround time as to when such problem is fixed and the workaround is also not yet available, I assure you that all the updates will be sent via the email address we have on file. Therefore, I still recommend contacting our Customer Care Support so you'll be added to the list of affected users. To do so:

1. Go to Help.
2. Select QuickBooks Desktop Help.
3. Click Contact Us.
4. Enter Missing accounts to connect for Bank of America - New in the What can we help you with? text area.
5. Select Continue.
6. Click Start a chat or Have us call you to connect with our team online.

For now, I'm including this reference so you're able to use all the features and functions of QuickBooks: Help Articles in QuickBooks Desktop. You're able to read subtopics that will describe how a feature is used and how to accomplish tasks related to its functions.

We appreciate your patience as we're working on this matter. Please let me know in the comments below if you have any other questions aside from working with your banking accounts and online transactions in QuickBooks. I'll be here to lend a helping hand.

Having gone thru the process now (meaning having data services review my file and doing what ever they do to it, they came to the same conclusion that it is an ongoing problem and my file is fine.  BTW the person (Virginia) I worked with from data services was outstanding with communication and help.  But alas, there is still no resolution to this problem

I was told that my name and contact info was placed on a list to be contacted when the problem was resolved.

I went thru the data services process on 11/07/22 to 11/10/22.  It is now 11/29/22 and have not heard anything.

I am unable to connect to my account, and as such I am unable to use quickbooks for my business as it was intended to be used.

Please provide an update as to then this fix is expected to be implemented.

Thanks

I can see the urgency of getting this resolved, @Tbone457.

I checked Investigation about the connection issue to Bank of America in QuickBooks, and its status is still in progress. Right now, our engineers are still conducting a complex investigation. I know it has been a while, but I assure you, we are doing our best to get you back on track in no time.

For now, you may want to contact our Customer Care Team to receive updates. To reach them, you can follow the steps provided by my colleague JonpriL. Ensure to review their support hours to know when agents are available.

If you have any other concerns, feel free to reach back out. Have a great day.

I want to provide additional information that may be helpful to QB techs who are working on this.  Being somewhat desperate I tried again this morning to download directly from the BOA website by clicking on my account and then choosing download.  I chose Web Connect for Quickbooks 2018 and above.  Of course I chose my dates for download per usual.  The data downloaded into a file and I was surprised.

I clicked on the file .qbo file to open it and it opened.   When opening it asked me to create a new file or choose and existing one.  My existing BOA account did not appear,  so I created a new file.  I created a new file with a new name to avoid any conflict.  The data opened up into a new file but what is crazy is that the transactions that were downloaded were from the wrong account. 

I went back to try the download again double checking to make sure that I was in the correct account screen and I was.  This time I downloaded a Excel spreadsheet file.  When I opened that file it was indeed the correct account.

However, I needed to check, so I went back and once again chose to download the qbo file for this correct account and once again when I opened it, QB ask me to create a new or choose an existing file. 

I was forced to create a new file and once again and, as crazy as it sounds that data that was imported was from the wrong account.

My I suggest that QB programming is only recognizing that name of the overall account screen in BOA.  What I mean is that both of my BOA accounts are showing on the same screen and the name of that general screen is the name of the other company.

Just thought this might be helpful.  I tried to share this with everyone I have talked to along the way but each time was just disregarded as being unimportant, but maybe it is not!

Why the QBO file is downloading the incorrect account even when I am choosing the correct account points to a coding error somewhere at the point.  Since this does not happen when download the excel file one can assume that the error is a very specific coding issue.

Hope this will help.

Thanks