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Missgoode2shews1
Level 3

Change from suntrust to truist

I had to do the same thing!

 

(In the past... anytime there was an issue, I could ask SunTrust to make those days available.  Truist didn't know what I was talking about... So, I manually matched them).  :-/

 

Glad you got it working... It was a real pain!

skapadia12
Level 3

Change from suntrust to truist

HERE Is more update.  I was on other blog and found this for anyone who doesnt want to subscribe to direct connect.  Basically when you try to download QBo file and it gives you error OL-222.   Truist needs to fix this on their end but as usual they are no help.   

 

Here is the link.   I opened QBo file in notepad and deleted anything that more than 37 chracter long width and imported it and it worked.  There were other things you can look for to fix but for me this worked.  (FOr ex. deposit needs to be Dep, POS needs to be Debit etc etc.

 

Here is blog link in quickbook which has more detail discussion 

https://quickbooks.intuit.com/learn-support/en-us/banking/re-web-import-from-suntrust-to-qb-not-work...

 

Here is Video showing how to do it

https://youtu.be/DHafCXtL9pc

Demonstration of how to fix the Error OL-222 upon import of a QBO file from Truist.
Jessica_young
Moderator

Change from suntrust to truist

Thank you to everyone for taking the time to share with the Community the issue you're experiencing in this transition.

 

 I'd love to share a solution that one community member found effective in resolving this issue. You can find that in this post: https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/how-to-set-up-[…]or-truist-...

 

We will continue to update these threads as new information is available! Glad to have everyone here in the Community.

 

 

Flipper3
Level 1

Change from suntrust to truist

none of this works

MirriamM
Moderator

Change from suntrust to truist

Hi there, @Flipper3.

 

I appreciate you performing the troubleshooting steps provided above to fix your issue. Since the same error occurs, I recommend contacting our Support Team. They have the tools to pull up your account to deep investigate the root of the problem and why the issue keeps appearing.

 

To reach them, here's how:

  1. Open QuickBooks. 
  2. Go to the Help menu at the top.
  3. Select QuickBooks Desktop Help
  4. Type Contact Us in the search box. Then, click on Contact Us at the bottom. 
  5. Select the way you wish to connect with support.

 

You can also check out this link for more information on how to contact them: Contact QuickBooks Desktop support. Ensure to review their support hours, so you'll know when agents are available.

 

In case you encounter similar bank feed errors in the future, keep this article for your reference: Fix OL and OLSU Bank Feeds errors in QuickBooks Desktop

 

Please post here again after contacting us. I want to make sure this is taken care of and I'll be right here if you need any help with QuickBooks. Take care and have a good day. 

Lynn32789
Level 1

Change from suntrust to truist

Same problem - wasted so much time!!! 

eaopa1
Level 1

Change from suntrust to truist

After reading 3 pages of responses and trying what I could...I'm in the same spot...no where! I still cannot use web connect to upload the *qbo file into QB desktop pro 2021. I have already began the investigation into a new bank that has better customer support and better planning for such a large transition to their online banking and how it is going to work with a large third party application as Quickbooks!

And these are the people we intrust with our money! What a JOKE!!

t2pennington
Level 1

Change from suntrust to truist

What a life saver!!!!

helenxxxx
Level 1

Change from suntrust to truist

have not been able to update bank since February 22nd change over to Truist

trishiar
Level 1

Change from suntrust to truist

100% agree.  I have spent hours today on trying to get the file to upload into Quickbooks and keep getting the OL-222 error.  Neither Quickbooks or Truist has been helpful.  I am so frustrated!  I will keep checking these threads and hope for a solution.  Quickbooks recommended upgrading to newest version which I did for no improvement.  Glad I spent that money to upgrade.  LOL

Balanced Bookkeeper CFL
Level 2

Change from suntrust to truist

Those instructions are only if you want to pay Truist for Direct Connect @$14.95 a month.  Why pay when you can manually use WebConnect in the Checking Preferences - change from Classic to Express Mode. Import qbo download using WebConnect.- done!

 

To correct OL-222 importing error see my other reply post on how to fix.the OFX words & characters errors with Excel, then save & import .  Transactions from before 2/21 have the Word DEPOSIT as <TRNTYPE >.  The OFX coding should be DEP.  It should look like this
<TRNTYPE >DEP

The other error is invalid characters. 
This is &amp; Control F, to search so in order to find all of them to delete &amp;   Example: The BB&amp;T needs to be changed to BBT.. 

 

9188
Level 1

Change from suntrust to truist

(I know, SunTrust was different and had a separate pin & customer id). ----HOW DO I GET THIS?

knapiks
Level 3

Change from suntrust to truist

How do I upload a csv to desktop?

 

knapiks
Level 3

Change from suntrust to truist

I've looked all over Truist accoutn. I don't have preferences anywhere.  Nor can i find a place to acitive web connect.  But I think it is activated.  Just doesn't work  Error code OL-222.  It is not the &amp thing.

katherinejoyceO
QuickBooks Team

Change from suntrust to truist

Thanks for following this thread, @knapiks. Importing bank transactions to QuickBooks Desktop (QBDT) using the .CSV file is currently unavailable. 

 

You'll want to import them in a .qbo format. I'll guide you with the steps:

 

  1. Sign in to your bank and download the transaction as .QBO file.
  2. Go to the File menu in your QBDT company.
  3. Select Utilities then Import and then click Web Connect Files.
  4. Click the .QBO file you saved, then select Open.
  5. Select your bank account, then click Continue

 

After you see a dialogue box telling you that the data has been successfully read into QuickBooks, select OK. Then, go to the Bank Feeds Center.

 

You can also check out this article for further insights: Import web connect (.qbo) files.

 

For future reference, take a look at this article to guide you more when it's time for you to reconcile an account in QuickBooks Desktop.

 

I'm always around here to be your guide if you have any additional or other concerns. Take care!

knapiks
Level 3

Change from suntrust to truist

I did not get it working.  Now i am doing the pita transition to Truist.  they are banks.  One would think their techs could do this seamlessly.

 

knapiks
Level 3

Change from suntrust to truist

It broke when suntrust became Truist so I need a way to import manually an non qbo file.  sounds like I cannot.  This is painful.

Balanced Bookkeeper CFL
Level 2

Change from suntrust to truist

It may not be the &amp; thing, but I am confident it is the word DEPOSIT in the <TRNTYPE> In the qbo file.  
tell this to the customer service reps at TRUIST!   OFX does not recognize the word DEPOSIT.

 The OFX code should be DEP I,be posted how to Edit the qbo file in an Excel file…. Don’t forget to save it after changes before importing 

To get around the bank feeds not working. Switch out of classic mode in checking  preferences.   Click Edit Go to Preferences.  Find checking.  Click EXPRESS mode at the bottom.  You can also search EXPRESS MODE, in Quickbooks HELP. 
After switching back to EXPRESS mode checking import your qbo file.. make sure it’s the one you just edited ! 
Hope this helps

MJoy_D
Moderator

Change from suntrust to truist

Let's resolve the error you're having to upload your file successfully, @knapiks.

 

First, make sure to have your QuickBooks Desktop updated to the latest release and version. It will keep your program up to date, ensuring that you have access to the most recent features and fixes. Refer to these articles for more information: 

 

 

You can resolve this error by fixing invalid formatting or downloading a new fidir.txt file. For detailed guidance, check out this article: Fix error OL-222 in QuickBooks for Mac.

 

Once you're done, you can now import those transactions to QuickBooks Desktop. See this article for more information: Download bank transactions in QuickBooks Desktop for Mac

 

For QuickBooks Desktop for Windows, check out this article: Fix OL and OLSU Bank Feeds errors in QuickBooks Desktop.

 

If you're still having errors after trying these steps, I suggest reaching out to our Customer Support team. They can check your account in a secure environment and help you in resolving this concern. You can view this article for detailed guidance in reaching out to our Customer Support: Contact QuickBooks Desktop support.

 

I'm always here if you need help with your transactions. Let me know by leaving a reply below. Take care and have a great rest of the day!

knapiks
Level 3

Change from suntrust to truist

I have been working on this for two weeks!  I already am in Express mode.  Do I delete DEPOSIT?

knapiks
Level 3

Change from suntrust to truist

Excel file?   How do I import an excel file into QB's?

knapiks
Level 3

Change from suntrust to truist

No one works on sundays.  I do this job on weekends only.

knapiks
Level 3

Change from suntrust to truist

It was DEPOSIT.  this is going to take awhile .  100's of tranactions.

knapiks
Level 3

Change from suntrust to truist

What do I do if I don't have preferences?  So I still need to remove &amp and DEPOSIT?

knapiks
Level 3

Change from suntrust to truist

iS THERE ANYTHING else besides DEPOSIT and &amp?  I removed all those.  I was able inimport a week but not a month.

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