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Capital One is not loading transactions properly every month - we are required to remove and re-add the accnt every month and often add journal entries to fix. Help!

 
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QuickBooks Team

Re: Capital One is not loading transactions properly every month - we are required to remove and ...

Hi, @accounting100.

 

Thanks for reaching out to the QuickBooks Community. I'm here to help share some information about the Capital One bank transactions. 

 

We have an ongoing issue where the Capital One bank account is not updating in the online banking. Our online banking team are currently investigating and working on an immediate fix. 

 

While we're continuing to work on resolving this issue, for the meantime you can download the bank transactions manually from the bank's website and import them into QuickBooks using the WebConnect feature as a workaround. 

 

To learn more about the WebConnect, you can check this article for the detailed steps and information: How to upload more than 90 days of bank transactions

 

I also encourage you to contact our QuickBooks Online Support Team so to add your account to the list of affected users. This way, you’ll be notified of any updates on the progress of the investigation via email.

 

Here's how you can contact our customer support: 

  1. Sign in to your QuickBooks Online company.
  2. Select Help (question mark icon) at the top right.
  3. Select Contact us to connect with a live support agent.

I appreciate your patience as we work through this. If there's anything else I can do for your about the banking transactions, please let me know. I'm always here to help you out.