Lost connection to Schwab

Hi there, Mike.

There are a few possible reasons why you can't connect to the bank:

• Some banks have multiple names on our list. You might want to check and select the correct one, or try all possible links.
• The bank might not connect to all types of accounts (for example, personal accounts vs. business accounts).
• The bank may not be a participating bank. You can contact the bank to request they establish a relationship with Intuit. 

Did you receive any specific error message while connecting to your bank? This will help me investigate why you're having this issue. You can leave a comment below.

To isolate the issue, you can proceed with disconnecting and reconnecting your account for a fresh connection. For your guide, I recommend opening these links:

• Disconnect or delete accounts connected to online banking
• Connect bank and credit card accounts to QuickBooks Online

If both steps don't make any difference, I would recommend reaching out to your bank to verify if they're undergoing system maintenance preventing you from connecting your account to QBO.

In the meantime, manually import your bank transactions using.CSV a file. You can download transactions from your bank's website and upload them to QBO. Just follow the steps and details in the Manually upload transactions into QuickBooks Online article. 

Once your transactions are now in your bank feeds, you can categorize and match them. 

In addition, to learn more about QuickBooks Online (QBO) banking and banking feeds, you may check our help articles: QuickBooks Online Help Articles.

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Let me know how this works out on your end. I'm determined to get this resolved for you. Thanks for reaching out!

Hi there! Wondering if there was any resolution to this?  I have been unable to connect to all of our Schwab accounts also and never had this problem.  Charles Schwab says its on Quickbook's end.  The message is that it is unable to connect to the bank.  I am having no problem accessing my info on the bank's website.

In November Schwab made a change and migrated to soda api (about 5 weeks ago) from what the rep is telling me she thinks Quickbooks is still supported.  I believe Quickbooks needs to contact Charles Schwab to figure out if they need to do something to get this going.  

Thank you for getting in touch, @llavant. I can assist you with your banking connectivity in QuickBooks Online.

I understand how convenient it is to connect your bank to QuickBooks Online as it helps us work with ease, especially with our banking transactions.

When connecting your bank account, let’s make sure that the links or name of the bank that you're using are correctly spelled.

For more details about finding your bank or credit card account when you connect to online banking, you can check out this link.

If the issue persists, can you provide the specific error message or code? This can help us further check if there is already an investigation into this matter.

For future reference, you can utilize this link to categorize and match online bank transactions in QuickBooks Online.

Let me know if you need further assistance with connecting your bank. The Community has always got you. Have a great day!

This is general information and this issue is more complex than that.  I am disappointed with the lengths I have to go through and the time consumed to get answers.  I have year end deadlines to meet and rely on the banking connection to make this happen.  I was stopped at Tier 1 with a rep who was not advanced enough to help and Tier 2 would not speak with me to let me know where they are in resolving this issue.  I know for a fact that Charles schwab has millions of accountholders and I am not alone with this problem.  The investigation number is all I know and that is #63725.  Please advise if you have any additonal information or advice.

Thanks,

Lisa 

Thanks for getting back to us, @llavant.

I have some information about Schwab connection. Currently, our engineers are still working on getting this resolved as soon as possible. Please continue checking your email address for updates whenever available.

Meanwhile, you can manually upload your bank transactions via the WebConnect file. Refer to this article for details: Manually upload transactions into QuickBooks Online.

Please know that you're always welcome to swing by anytime if you still have questions or concerns with bank connections. I'm always here for you. Take care and have a good one.

this needs to get fixed. it has been broken for too long. What is the ETA for resolving the broken link to Schwab?

Hello, LLJ-Tex.

I understand how important it is to have your Schwab account connected to Online banking. 

For now, I'm unable to provide a specific timeline as to when this gets fixed. Rest assured that our engineers are working on this unexpected behavior as quickly as possible.

In the meantime, you can bring in bank transactions by manually uploading them into QuickBooks. Once done, go back to your banking page and categorize and match them.

Need help reconciling an account? You can use this article for the detailed steps: Reconcile an account in QuickBooks Online.

I'm always here if you have additional banking concerns or any other questions. I've got your back.

Is there any update on this?  We haven't been able to connect since November - and like everyone else, we have year end deadlines.  

This isn't the kind of service I want you to experience, @paul28. That's why I'm here to assist you in turning this around.

I can see how important it is for your business to connect your Schwab account to QuickBooks Online. I also understand the inconvenience of waiting. No worries, I'm here to help you.

I'd like to inform you that this issue has already been raised with the banking engineers. This way, they can further investigate and understand why this unexpected behavior is happening.

For now, I don't have a specific time frame as to when and how this will be mediated upon. Rest assured that this is being looked into. Hopefully, you can connect them so you can get back to business in no time.

I recommend reaching out to our QuickBooks Online Support so you'll be added as one of the affected users. Once any updates are available, rest assured you'll be notified by email. 

In the meantime, you can manually upload your transactions to QuickBooks. Then, you can categorize and match them.

If you need a guide in reconciling your account, click here. This will help you match your bank statements with the ones you entered into QuickBooks.

Please don't hesitate to Reply below if you have other banking concerns. It'll be my pleasure to help you. Keep safe.

This is unacceptable and will eventually lead Quickbooks to lost customers and legal issues.  Please advise what is going on to make progress.

Hi there, @llavant.

Thanks for getting back to us in this thread. Allow me to join the conversation and share information about connecting your Schwab account in QuickBooks Online (QBO).

Currently, we haven't received any updates regarding this yet. Our Product Engineers are still working to fix the connection between your Schwab account and QBO as quickly as possible.

Since you already contacted our Support team, you're now added to our notification list. This list will also help our Engineers determine the number of affected users. An email notification will be sent to you once this has been resolved. I'll also inform you here when we get the update as well.

For now, you may follow the articles shared by my colleagues above that helps you upload your transactions to QBO manually as a workaround.

You may also visit our website to see some tips and other resources for future references: Self-help articles.

I want to make sure everything is taken care of for you, so please let me know if you have further questions with banking or anything else QuickBooks. Take care always.

is there a solution to this yet? my schwab account is still not connecting to quickbooks

Hello there, james170

This issue has been resolved by our engineers. Since you're still experiencing issue with connecting your bank account to QuickBooks, I'd like to ask if you've got an error. If you're seeing an error, please provide the exact error message below. This helps me check my available resources and be able to provide accurate information.

Also, if you haven't tried following the suggestion shared above. You can check these links to make sure you'll be able to fix it.

• Find your bank or credit card account when you connect to online banking.
• Disconnect or delete accounts connected to online banking. Then, reconnect your bank account. 
• What to do if you get a bank error or can't download transactions in QuickBooks Online.

If it persists, you can use a.CSV file to manually import your bank transactions. You can upload transactions to QBO by downloading them from your bank's website. Simply follow the instructions in the article Manually upload transactions into QuickBooks Online.

To keep your account and transactions organized, you can refer to these articles:

• Categorize and match online bank transactions.
• Reconcile an account in QuickBooks Online.

I'm always around if you need help about handling bank account, transactions, and anything related to QuickBooks. Take care and have a good one.

@james170 

Utilize the trial version of MT Online to isolate the issue. It is designed to import into any bank or credit card in QuickBooks Online, so there is no specific setting needed. If the same error persists, there is an ongoing problem at your bank or connection.

https://www.moneythumb.com/?ref=110

Hello,

   It appears as though this is an issue between the two institutions. I also am having issues connecting I am receiving the following error when trying to connect QB with Schwab.

I’m here to ensure this connection issue gets taken care of, @doctordonnie.

Before anything else, did you try the recommendations provided above? Did you also check your bank’s website for announcements, notifications, or alerts?

If not yet, it would be best to perform them first. Otherwise, you’ll need to contact our support to get these errors investigated. Our representatives have enough tools and help you find more solutions.

Here’s how:

1. Log in to your QuickBooks Online company.
2. Select the Help (?) menu.
3. In the Assistant window, type in “Talk to a human” in the field.
4. Enter “Bank connection issue,” then go to the Contact option.
5. Choose a way to connect with us:
   • Start a chat with a support expert.
   • Get a callback from the next available expert.

Once everything is good, you can categorize and match your online bank transactions in the program. Then, use this reference to ensure your account are balanced and accurate: Reconcile an account in QuickBooks Online.

Please don’t hesitate to reach back out if you have any other questions or concerns about banking. We’re always here to help. Take care always!