Please tell me where on the Truist site I can download data to use with Web Connect?  Have they disabled it because it is broken?

Welcome and thank you for posting in this thread, njaiuto.

Let me share some information about downloading bank transactions for Web Connect in QuickBooks Desktop.

You'll need to sign in to your bank's website to download your Web Connect file directly. Make sure you look for .qbo file. This is the only type of file that works with Web Connect. If you can't find this file, you'll need to reach out to your bank to help you download the file. For more details check out this link: Fix Web Connect import errors.

I'm adding this article as your future reference once you've imported your bank transaction into QuickBooks: Learn the reconcile workflow in QuickBooks

I'll be here if you still need further assistance with banking. Have a wonderful week!

We use QB online.

I have been waiting 12 minutes for a representative to talk to on the help line. We were told to add an account due to the fact that the debit card number changed. Now we have 2 registers and over 400 transactions that are not reconciled. Cannot get anyone to walk us through the steps to get this resolved. All that is offered is to upgrade to a Premium Service. I run a very small medical clinic. I have one employee. And for sure do not have time to deal with this madness. I need help.

Hello there, gigimcmurray.

I recognize the importance of having an accurate record of your bank data. This allows you to track them easily.

Before performing any troubleshooting steps, I have to gather some information on what you’re experiencing. This is to check if we have a reported issue and ensures a timely solution.

May I know if the registers are the same account including the type and transactions? Do you see duplicate entries? Also, were they previously reconciled? Can you provide the name of your Financial Institution (FI)?

I’m looking forward to your reply. Thank you in advance.

I am a CPA and I have spent the last three months trying to figure out why my clients who use Truist can no longer manually download and import a *.qbo file from Truist into QuickBooks Desktop. I finally figured out the solution.  First, your client must go to their Profile and select Preferences. There, they need to sign up for DirectConnect which has a $14.95 fee.  It's cheaper to pay that than to pay me to do this work manually, so don't hesitate to sign up for this.  Once you sign up, you have to "register" your data.  Open QuickBooks Desktop.  Be sure you have disconnected the account from online banking in QB.  (In chart of accounts, edit, disconnect bank feeds.)  In QB, go to the Bank Feed Center.  Click Add Account. Search and select Truist Online Banking. Log in to the banking portal, select the bank account and which account in the Chart of Accounts to map it to.  Viola!  Wanted to share for those still struggling.

Has anyone been able to check the transmit memo box so the info on the memo line will upload and print on the checks since the merger?  I can enter info on the memo line but am unable to check the box so it will transmit.

Hello, Jeason1. 

I'll make sure that you'll be able to mark check the memo box to transmit the data.

Normally, you should be able to check mark the memo box. To isolate the issue, you can perform some basic troubleshooting steps to fix the issue. There are times that the stored temporary internet files cause strange behaviors, like missing interfaces in the program. 

You can start by signing in to your QuickBooks company using a private window. This mode doesn't save your browsing history and site data. Here are the shortcut keys:

• For Firefox or Microsoft Edge, press Ctrl + Shift + P.
• For Chrome, press Ctrl + Shift + N.
• For Safari, press Command + Shift + N.

If you're now able to tick the memo box, go back to your regular browser and then clear its cache to enhance your browsing experience. Alternatively, you can switch to other different browsers.  

I've found a handy article you can read to learn more about other methods in printing your check: How to Print Checks?

Let me know if there's anything else you need with QuickBooks. I'm always right here to help you. Have a great day!

Thanks, but I'm having this issue on the desktop version...Accountant 2020.

Thanks for providing additional information, Jeason1.

I'm here to assist you with the memo line in QuickBooks Desktop.

The Transmit memo option is an extended payments service only available to certain financial institutions. It's possible that its removed during the merger, which is why you can't check the box. I recommend checking with your financial institution about this.

To learn more about paying a vendor using the Write Check window, check out this article: Use Online Bill Pay in QuickBooks Desktop.

I'm also adding this resource for future reference to find some topics and discussions related to Banking and bank feeds in QuickBooks Desktop.

If you have further questions or concerns, please add any details below. We're always here to help you.

Did this process create duplicates of all of your bank accounts in Quickbooks?  I tried with one account as a test, but it duplicated it and both are showing on the balance sheet.

I appreciate you for following the thread, @AmberQuinn.
 

I understand how challenging it is to have duplicate bank accounts in QuickBooks. However, we need additional information for us to address your concern and provide you with a resolution.
 

Can you specify what process you're referring to? Also, we'd appreciate it if you include what QuickBooks product and subscription you're currently using. You may add screenshots, as well, for us to get a better picture of your concern.
 

I'm looking forward to your reply, AmberQuinn. Have a nice day!

Hello JaeAnn,

I really appreciate your help!  I am using QuickBooks Plus online.  I have several bank accounts that were with SunTrust which was purchased by Truist.  I did not update the bank connection with QB because our data continued to download automatically.  However, I discovered that the bank data is no longer mapping to the correct fields when the data downloads automatically.  Specifically, the "check number" field from the bank is mapped to the "payee" field in QB. When I add those transactions, the check number is not saved.   

I tried to reconnect to SunTrust to fix it, but it duplicated the account.  Now that account is showing up twice on our balance sheet.  I followed posted steps to remove the new one (disconnect at save), but it is still in my chart of accounts.  I started to make it inactive, but it says, "This account has a non-zero balance. Inactivating this account will cause an adjusting transaction to be created. Is this OK?"  I am hesitant to do this without understanding what the adjusting transaction will be.  

Then I found this thread that details how to disconnect all my accounts from SunTrust and set them back up with Truist which should correct the field mapping. https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/re-change-from-suntrust-to-...

I am a little hesitant to do this in the event it duplicates all of my bank accounts in Quickbooks.  Has anyone else struggled with this?  Is it possible to make a back up of my QB data at a certain point just in case?  

Thank you for any insight you may offer!

Blessings,

Amber

Hi there, Amber.

Thanks for sharing all the details in your reply. However, I can see that a similar question was also asked in a separate thread. Let me give you this link so you can read the response and follow the steps posted by one of my colleagues: https://quickbooks.intuit.com/learn-support/en-us/banking/can-i-delete-a-duplicate-bank-account-from...

The Community is always here if you need anything else.