Connection Error

Appreciate your time raising this to our attention, Herbs64,

I've reviewed the issue you're experiencing about connecting your bank account into your QuickBooks Desktop for Mac 2019 and I'm glad to help out.

To start with, upon connecting bank account, it is a need that you must have an online banking set up with your financial institution before you can connect your bank account with QuickBooks. You can check with your financial institution for guidance about setting up online access to your account. Also make sure that you've able to meet the following requirements for Online Banking setup and download:

• Performed a successful download of transactions from your bank to this QuickBooks company file.
• Able to log in to your account outside of QuickBooks through the website

To help us resolve the issue, here are the steps that you can follow in order:

Solution 1: Create a new test company file.

Solution 2: Create a new account, then merge the accounts.

Solution 3: Deactivate ALL accounts with online services.

Solution 4: Download a new FIDIR.txt file

Solution 5: Contact your bank

To for more detailed steps with guidance, here's an article that you can check on: Troubleshoot Online Banking (MAC).

For future reference, I'm also attaching a helpful guide for you to use about QuickBooks Desktop for Mac 2019.

As always, you can contact our QuickBooks Care Support team if you need further assistance concerning QuickBooks Desktop MAC.

Here’s how to reach them:

1. Go to: https://help.quickbooks.intuit.com/en_us/contact.
2. Click QuickBooks Mac Desktop.
3. Select a topic.
4. Scroll-down and click the Get Phone Number button.

Please feel free to visit us again, if you need further assistance about QuickBooks Desktop. I’d be happy to help.

These issues are usually with the financial institution. I think TD Bank dropped support for Direct Connect. If you are using that you may have to switch to Web Connect (where you download a .qbo file from the bank's web site).  You'll first need to disassociate the bank account (chart of accounts window, select the bank account, choose Edit, click Online Banking Settings button, and choose disassociate).

Hope that helps.

Thanks- I didn't need to disassociate the bank account, I never had the ability to attach one. I tried what you suggested and downloaded a .qbo file from the bank's web site. It is on my computer but it will not upload nor import into Quickbooks. I even opened the HTML as a text and read the code, to be sure. The crazy thing about it is the error message from QuickBooks is "QuickBooks was not able to complete your request. Please contact your financial institution". 

About TD - I had to go to a branch in person to set up the online backing capability of the new account. According to the bank it is up and running.

Done and done. Please see my reply below. I've called Quickbooks twice today and am still no closer to a resolution.

The resolution to the TD connectivity problem was indeed the fact that the account was not set up for online use, as suggest to me. Evidentially you need to request to speak to an online banking specialist in order to provide assistance to activate online capabilities for TD Bank. In the case of Citi Bank, forget about it! They offer no assistance. Their technical support team claim they need no further activation for direct connect capability, so if it doesn't work even their online technical support management can't help. I was told by four Citi Bank employees that "Quickbooks is a third party site and you have to talk to them". When I offered three way calling with Quickbooks to find a resolution, CitiBank said no. The only thing they could support with was cancelling my Citibank credit card, which I will do without hesitation after three hours on the phone. Citibank also does not provide a Web Connect version of QBO as a download like the other banks do. I connected my Discover Card without a hitch, so I am good to go. Thanks for the assistance.

The resolution to the TD connectivity problem was indeed the fact that the account was not set up for online use, as was suggested to me. Evidentially you need to ask for an online banking specialist in order to provide assistance to activate online capabilities for TD Bank. In the case of Citi Bank, they offer no assistance.Citi Bank claims that they need no further activation for direct connect capability, so if it doesn't work, even their online technical support management team can't help. I was told by four Citi Bank employees that "Quickbooks is a third party site and you have to talk to them". When I offered three way calling, CitiBank did not accept. The only thing they could support with was cancelling my Citibank credit card, which I will do without hesitation. Citibank also does not provide a Web Connect version of QBO as a download like the other banks do. I connected my Discover Card without a hitch, so I am good to go. Thanks for the assistance.

Good day, @Herbs64.

I appreciate you sharing this experience with us. It's good to hear that you're business is now up and running. 

Please know that the Community has your back should you have any concerns with QuickBooks. We're always here to help.