I was told today by Bank of America that customers can no longer get automatic uploads into the bank feeds for review and that we have to do it manually. Is this true?

I appreciate you for posting in the forum, KS1966.

I'm here to help resolve your banking concerns.

Once you connect your bank account, QuickBooks will automatically download the recent transactions. From there, you can review and categorize them. However, if you manually upload the said transactions, and you're getting the The uploaded file isn't a valid web connect file error, you may be using a different file type.

Currently, QuickBooks Online only supports these file extensions for manually uploading of bank transactions:

• Comma-Separated Values (CSV)
• QuickBooks Online (QBO)
• Quicken (QFX)

To isolate this issue we can download them again from your bank's website, the reupload it again to QuickBooks. You can refer to this article to be guided in doing it: Manually upload transactions into QuickBooks Online.

As for the bank balance, there are several reasons why this happens. It includes:

• Outstanding transactions
• New transactions for a connected account
• Duplicate transactions
• Edited or deleted transactions
• Credit card (liability) account

Please check this article to find out the recommended fix for the mentioned reasons: How to Fix Differences Between QuickBooks Balance and Bank Balance.

Once all of your transactions are in QuickBooks, we can now start matching and categorizing them.

Don't hesitate to reach out to us if you need assistance in ensuring all your transactions are recorded accurately.

@KS1966 

Explore MT Online or one of the converter tools (e.g csv2qbo) as a workaround.

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

Fiat, Thank you!  I have no choice but to find a work around and this might be it.  The "fluff" answer that QBO provides above is just what they have rehearsed and regurgitate over and over thinking that it actually solves the problem.  Those things don't work.  I have better things to do than to chat for hours with a support system that does not solve my problem so I will check out money thumb to upload transactions and I will ignore what the bank balance says, (not the QB bank balance but the bank balance displayed on QB, it falls on deaf ears, as if I don't know the difference).  My only concern is when I go to print financial reports.  I can only hope and pray that the bank balance on the reports will be the actual bank balance in the bank.  We shall see.  I need to become an engineer for QBO so I can learn to solve my own problems.  This is a start, thanks, again!

Adrian, This doesn't work.  This is not true, it's what you tell people and no, I will not get stuck in another two hour loop of support that solves nothing.  

I used the QBO file and I'm still getting the error "The uploaded file isn't a valid web connect file." Any ideas to fix this? It was working fine 2 days ago.

Thanks,

I'm here to assist you in uploading your file, @KW2000. 

Please note that QuickBooks Online (QBO) only supports the following file extensions for manually uploading bank transactions: 

• Comma-separated values (CSV)
• QuickBooks Online (QBO)
• Quicken (QFX)

If QB is unable to read your .qbo file, it may be damaged. To troubleshoot this issue, you can download the transactions from your bank's website and re-upload them to QB. You can refer to this article for detailed instructions: Manually upload transactions into QuickBooks Online.

If you're still having trouble, please don't hesitate to contact our support team. 

Once you've uploaded your bank transactions, you can review and categorize them accordingly. For more guidance, you can check out this article: Categorize online bank transactions in QuickBooks Online.

Please let me know if you need further assistance uploading your bank transactions. I'm always here to help.

Hi I am trying to connect a bank account to quickbooks and have been  unsuccessful. Is this the same problem you have? Is it true it can only be done manually because its not working?

Hello Coconut1,

You may be experiencing some browser-related issues. Thus, you're unable to connect your bank account. Let's get this resolved in no time.

To begin with, let's log into your QuickBooks account on a private window and then connect the bank account from there. You can use these keyboard shortcuts to open one:

• Google Chrome: Ctrl + Shift + N
• Microsoft Edge & Mozilla Firefox: Ctrl + Shift + P
• Safari: Control + Option + P

If it works, you can go back to a regular browser and clear its cache. An accumulated cache can also be the reason why you're unable to link your bank account. You can also switch to a different browser like Google Chrome, Microsoft Edge, Safari, or Mozilla Firefox to isolate the issue further.

Additionally, can you share the name of your financial institution? So, I can check on my end for any investigation specifically about your bank.

Moreover, once your account is connected, the system will download the recent entries. From there, you can categorize them. Here's an article as your guide: Modify downloaded transactions.

I'm always around whenever you have concerns about connecting your bank account.

@Coconut1 

Open your QBO account on any private/incognito browser. If the same error persists, use MT Online or one of the converter tools (e.g csv2qbo @ $60 one time license) as a workaround.

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