I'm having to start over from scratch.  What is the name of the institutions that I enter now?  Tuist online?  BB&T seems to be gone.

I am having to start over from scratch.  What is Truist called in QBs now?  Is it Truist online.  BB&T online seems to be gone.

I have reset up the feed, cleaned up the file and I am still just getting a fraction of the transactions.  (btw, is the bank feed Direct connect or Web Connect?)

I'll lend a hand to ensure you'll be able to import your bank transactions to QuickBooks Desktop (QBDT), @knapiks.

The transition of SunTrust to Truist includes the Direct Connect service so you can access your bank transactions in QBDT. To establish Direct Connect with Truist, you can refer to the following steps:

1. First off, you'll have to deactivate your accounts in QBDT. 
2. Next, to subscribe to Direct connect with Truist, you'll have to create Truist online banking profile. Please check this guide for detailed steps: Truist Online Banking.
3. When finished, you'll now have to subscribe to Direct Connect and register the file with QBDT. For more information about the process, open this article: Set up bank accounts for Bank Feeds in QuickBooks Desktop.

Also, to confirm the correct name or website for the Truist account, I'd recommend reaching out to your bank. This way, they can also verify if they support both Direct Connect and Web Connect connections. 

I've also added this link for further troubleshooting steps in fixing web connect import issues: Fix Web Connect import errors.

Once everything is fine, you'll want to ensure that your transactions are allocated to the correct accounts by categorizing and matching them.

I got your back if you have any other concerns importing Truist transactions in QBDT. Thanks for dropping by. 

What is Direct Connect?

Under Profile and Settings in Truist, I do not have "Preferences".

Welcome back, knapiks.

Direct Connect is an Intuit solution that gives all online banking clients to automatically connect, access, and download transactions from within QuickBooks. 

Here are articles you can read for additional insights:

• Set up bank accounts for Bank Feeds in QuickBooks Desktop.
• Switch from direct connect to express web connect online banking.

Regarding your missing Preferences, if it's from Truist Account, I recommend contacting their support to have this better checked. One of their representatives can assist you right away with this.

Feel free to get back to this post if you need anything else.

I just re read this.  I'm trying to do web connect.

I have set up the feed several times.  It will import about 10% of the transactions.  Any idea why?

Allow me to jump in to add more details, knapiks.

When you connect an account, only transactions in the last 30, 60, or 90 days will be downloaded to QuickBooks, depending on the bank. If the "about 10%" you mean is within these ranges, you will need to import or enter the older ones as they are no longer downloadable. However, if this 10% is only new, you can do the basic troubleshooting steps, like updating QuickBooks or creating a dummy company, and connecting your Truist account.

Please consider backing up your company file before doing anything to be sure you have a copy of your current data.

Disconnect bank feeds / direct connect:

1. Go to Lists and then select Chart of Accounts.
2. Right-click the account you want to deactivate. Then select Edit Account.
3. Go to the Bank Settings tab.
4. Select Deactivate all online services and then OK to confirm.
5. Select Save & Close.

Import transactions using a .QBO web connect file:

1. From Banking, select Bank Feeds, then Import Web Connect Files.
2. Select the QBO file you saved, then select Open.
3. When prompted to select your bank account:
   • Use a QuickBooks account that exists if the account you're importing transactions into is already set up in QuickBooks.
4. Select Continue. You'll see a dialog box telling you that the data has been successfully read into QuickBooks. Select OK.
5. Go to the Bank Feeds Center to review your transactions.

Here are a couple of articles for your additional reference:

• Download Bank Feed transactions in QuickBooks Desktop
• Fix Web Connect import errors

Feel free to share an update about the progress of your bank feeds. We're just right here if you need more help.

QBs only mports about 10% of the transactions in the download.  No mattter what I do.  I removed &amp, chaned Deposit to dep, I even did the 32 character thing.  Nothing makes it work.  I have been working on this for 3 weeks.  It's really bad.

I understand that you've been working on this, knapiks. I truly appreciate your effort

At this point, it would be best to consult our QB Support. That way, they can use more tools to resolve this issue. They're open on weekdays from 6 AM to 6 PM PT.

1. Click on Help.
2. Choose QuickBooks Desktop Help.
3. Choose Contact us.
4. In the description field, enter a summary of the scenario and hit Continue.
5. Click Message an agent.

You can always go back to this thread if you have other concerns.

I am importing Jan.  I only get 20 transactins for the entire month.  there are many more in the file.

Ive deactrivated and reactivated a dozen time.  Same 20 transactions.

How is a dummy company going to get these transactions into the right company??

They need weekend hours.  This is my weekend job.

I appreciate you for coming back to the thread to add clarification about your concern, knapiks. I'll ensure to share extra information about downloading bank data so you can successfully import your transactions accurately.

If you followed the troubleshooting procedures for establishing a test file to determine if you could import your information into a new company file, there could be a settings problem. You'll have to go back to your original company file and reset them as a result of this.

Here's how:

1. Open your original company file.
2. Follow the steps to disconnect the account you're having problems with.
3. Then reconnect the account.
4. Once you reconnect, import the .qbo file again.

Then, if you can import your transactions in your original company file, everything is resolved. However, if you couldn't import the file, the issue is likely with the .qbo file from your bank. I recommend contacting your Financial Institution to ask for help in getting the right file. Banks that use Web Connect know how to handle these types of issues.

You may open this article to see additional details: Fix Web Connect import errors.

Lastly, you may refer to this article to view steps on how you can reconcile your accounts so they match your bank and credit card statements: Reconcile an account in QuickBooks Desktop.

If there's anything you want to know about banking, feel free to tag me. I can help you anytime. Have a great day!

I don't understand how imorting them into the new company file helps.  That is not where they need to be.  Also the other bank account may be working.  But ther are only 2 transactins so it is hard to tell.  My specific problem is that only 10% are coming over. 

Appreciate the update, @knapiks.

Since the issue persists even after following the suggestions above, I recommend contacting our Customer Care Support. You can work with one of our specialists in letting our engineering team investigate why your transactions are not coming over as expected.

1. Go to Help.
2. Select QuickBooks Desktop Help.
3. Click Contact Us.
4. Enter a few words describing how your transactions are not coming over in the What can we help you with? field.
5. Select Continue.
6. Click Chat with us or Have us call you.

I want to include that reaching out to our Customer Care Support is best during business hours from 6 AM-6 PM PT Monday-Friday. Use this article to learn more: Contact QuickBooks Desktop Support.

You may also read this reference with the topics you can use while working with your online banking transactions: A Series of Articles that Covers Bank Feeds in QuickBooks.

Don't hesitate to post again if you have other questions or concerns with QuickBooks online banking. I'm always around, ready to help. Take care and stay safe!

QB's jtold me I have to purchase support.  The webconnect works, but before Feb 21 it still only imports a fraction of the transactions.

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@knapiks wrote:

QB's jtold me I have to purchase support.  

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@knapiks 

What kind of support do you have to purchase? How much? Which QB Desktop year version do you have?

Pro 2021.  Just over a year old.  Another annual subscription or a support package.  $350 or $300.

Correct. They want you to purchase the annual support package for your one time license of QB Desktop.

https:// quickbooks.intuit.com/learn-support/en-us/help-article/intuit-subscriptions/care-plans-quickbooks-desktop/L139a2Lco_US_en_US

Keep in mind, support will not guarantee to repair your files or refund annual fees. You may consider purchasing a third-party file repair service and will only pay the bill once your files have been repaired.

Another option, utilize the csv2qbo converter tool to isolate the issue.

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

I am missing 7 weeks of expenses from one bank account.  I am going to download in excel, divide and conquer.  Webconnect with Truist seems to work after Feb 22nd.

QBs is following suit with the rest of the workd and charging like crazy for everything.  I don't know if they are spending the money wisely or not.  They seem to have invested in Online.  I don't like QBs online at all.

This is not a Quickbooks issue, this issue was created by TRUIST's IT Department. 

 Since QuickBooks' role in Bank Feeds is that of an access point, the majority of errors received are solved at the bank's end.  It is the bank's file specifications that contain the errors.  Truist IT department screwed up the Suntrust data which contains invalid characters(like the &), invalid TAG( like the word DEPOSIT, which should be DEP), and it contains characters often added to the Memo or Payee fields which need to be less than 32 characters, there may be a validation issue,  and there may be more we all are still unaware of. These errors should have a STATUS CODE( aka Error codes). To view the Status Code, you need to create a bank log file..  You create this bank log file in QUICKBOOKS.  Here is the support article;

https://quickbooks.intuit.com/learn-support/bank-feeds-log-files .   Once the Bank logs box is checked, also check the EXPRESS mode so Quickbooks doesn't try to log in directly to Truist.   I would login to your bank and download a new qbo file with a custom date range (choose the date which you last had transactions downloaded in Suntrust - (I'm going to assume you last downloaded a SUNTRUST qbo on 12/31/21. Your date range would be 01/01/2022 to 02/18/2022- YOU MUST USE THE 02/18/22 as the ENDING DATE! on the 19th, 20th & 21st Truist had major issues with the conversion that shut their entire system down -  debit or credit cards were being declined as invalid!!  There was at least 100 angry people in line at our local branch).  Import this new qbo in Quickbooks as a Web Connect File.  You may get an error OL-222.  That's Ok, pick up the phone and call Truist!!. DO NOT TRY AND FIX YOURSELF- this is Truist's  screw up, make TRUIST FIX IT!   Ask the CSR if they have a Quickbooks specialist because only your transactions from Suntrust aren't importing and you have the bank log file for them to review! You aren't the only one, maybe by now they have a corrective action support document.    Once they fix ALL the errors, you should be able to import the file with all the transactions.

Good Luck & please let the support community know if Truist was able to determine where your error was and the corrective measures they took to fix this nightmare!   

DO NOT PAY QUICKBOOKS SUPPORT any monies!  THE PROBLEM IS FROM TRUIST!  MAKE TRUIST FIX IT for FREE!

DO NOT PAY TRUIST $14.95 a month FOR DIRECT CONNECT EITHER... USE WEB CONNECT in Quickbooks to IMPORT THE FILE FOR FREE!!!