My bank statement won't download into Quickbooks Online

Have you tried open your QBO account on private/incognito browser?

Thank you for reaching the Community, ccla1999.

May I know which specific bank you've connected to QuickBooks Online? Any additional information will be much appreciated.

In the meantime, try signing in to your bank's website to see if there's an issue with the bank's end. To do this, you can use the URL/link that QuickBooks uses to connect.

Here's how to get the link:

1. Go to the Banking menu.
2. Choose Link account. Don't worry. We won’t add an account, you just need the listed URL.
3. Search for your bank and select it.
4. Just copy the URL listed for your bank.
   
5. Open a different tab for your browser, then paste URL to access it.

If you're able to sign in, that's good. It means there isn't any major issues. Check for any messages, alerts, or announcements from your bank about new security requirements. 

If there's none, you can go bank to QuickBooks an refresh your bank's connection.

Like this:

1. Go to the Banking menu.
2. Click the Banking tab.
3. Select Update.

You should be able to see those new transactions downloaded directly from your bank. I've also added this article that can help you fix specific bank errors under Step 4: What to do if you get a bank error or can't download transactions in QuickBooks Online.

Once you're able to download those transactions, you can start to categorize and match bank transactions in your QuickBooks Online account.

Let me know if you still have questions or clarifications about banking. I'll be here to help. Have a good one!

I am having this problem with my clients using Chase bank.  The message says "The statements haven't come in yet, but we're working in it.  Check back in a few days.  Refresh now."  I try the refresh but no statement.  Are Chase statements now downloading in QBD?  I have seen this message for a few months now.

Let's get this sorted out so you can download new transactions from Chase, smoneywise.

Chase banking transactions are still downloaded in QuickBooks Desktop. I also checked our list of open alerts and I can't find anything related to the error message that you're getting. 

Most of the time, banking errors are caused by the following:

• You have pending alerts on your online bank account that you need to acknowledge.
• There’s a problem with your Internet connection 
• Antivirus or Windows firewall is blocking your connection in QuickBooks
• You’re using an outdated version of QuickBooks and  Internet Explorer

You can follow these steps to resolve some of the most common banking issues in QuickBooks Desktop:

1. Ensure you’re using a supported version of QuickBooks. If not, update QuickBooks to the latest release.
2. Update to the latest version of Internet Explorer.
3. Then, make sure your Internet Explorer setting is set  to use the TLS 1.2 security protocol. This secures your data when connecting to your bank, Internet Explorer and QuickBooks.

Once done, restart your computer and download your banking transactions to check if the error message would no longer show up. 

Allow me to share these additional articles that can serve as guidance and references when using the Bank Feeds Center in QuickBooks: 

• Edit Bank Feed Settings for Bank or Credit Card Accounts
• Disconnect Bank Feeds for an Account in QuickBooks Desktop

As always, you can reach out to us anytime you need anything else when working on the software. We're always here to help and offer our guidance again. 

Thanks, but that was not my question.  I clearly stated that the Chase bank statements are not downloading for reconciliation but it makes it look like that option is available.  I am able to download Bank of America and Wells Fargo consistently but Chase is not working.  Can I confirm whether Chase statements are downloading for other users?  I've called support and they have no idea so I hoped the QB community would have more experience in this area.  I did try your steps just to make sure I didn't have a block on my computer but that didn't work and is not the problem.

Thanks for getting back to us, @smoneywise.

I'll share some information about downloading bank statement. Currently, we don't have a reported case about Chase bank not downloading bank statements. 

Since you've already tried the basic browser troubleshooting steps, I recommend contacting our Customer Care Support. This way, we can create a ticket for you and investigate further.

Here's how to reach out:

1. Go to Help at the top.
2. Tap the Search tab.
3. Scroll down and select Contact Us.
4. Enter a brief description of the issue, then Continue.
5. Click either Chat with us or Have us call you.

Meanwhile, you can manually download or print the bank statement from Chase so you can proceed with reconciling your account.

I'm also adding this link here in case you need help with bank-related tasks. It has our general bank topics with articles that'll guide you along: Find help with bank feeds and reconciling accounts.

Let me know if you have other questions or concerns with bank accounts. I'm always here to assist you. Take care and have a nice day ahead.

@smoneywise 

Utilize the trial version of MT Online to isolate the issue. It is designed to import into any bank or credit card in QuickBooks Online, so there is no specific setting needed. If the same error persists, there is an ongoing problem at your bank or connection.

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

@Fiat Lux - ASIA that doesn't help me because I don't have access to the statements, but thanks for sharing.

just wondering if you ever got this resolved.  i am having a similar issue.  my bank was bought by Truist bank.  the online banking for the bank seems to be the same as the old bank.  the old bank downloaded statements fine.  ever since the new bank took over i can not download statements.  transactions however do download and all the other banking in qb seem to work fine.  problem is only with statements.  

I'm here to help you bring those missing transactions into QuickBooks Online, quickquestions.    

Let's start with manually updating your bank account on the Banking page. This is to restore the bank connection. Here's how:

1. Go to the Banking tab, select Banking.
2. Select the bank account you want to update.
3. Click the Update button.

Also, we can manually upload your file to download the missing transactions. You can also follow the workaround to use a WebConnect file to bring your bank transactions to QuickBooks Online. Here are the links for reference:

• Manually upload transactions into QuickBooks Online
• Import bank transactions using Excel CSV files

Once the connection is updated, your latest online banking transactions will automatically download. All you have to do is to review and/or match them to the existing entries in QuickBooks. For the step-by-step guide, kindly refer to this article: Categorize and match online bank transactions in QuickBooks Online. It also contains instructions about excluding personal and duplicate transactions. 

If the same thing happens, contact our Support Team so we can review this issue further. You can also request to investigate why you are not getting updated transactions to QBO. 

Here's how:

1. Go to the Help menu and click Contact us.
2. Enter your specific concern such as "unable to reconnect AMEX" in the What can we help you with? box. 
3. Click Let's talk, then select either Get a callback or Start a message. 

Keep me posted if you have other questions about downloading bank statements. I'll be here to help. Stay safe!

Hi AileneA, 

This response is relating to transactions missing but the questions was regards to auto downloading bank statements. 

I'm also having the same issues with 2 of my clients, both banking with CIBC. QBO Support has not been able to provide assistance and it's been ongoing for months. A solution is desperately needed.

Hello, KaraMarie. 

I'd like to take over the CIBC bank issue and turn the odds around for you and your clients. 

There are several factors on why the bank feeds stopped downloading the bank statements. The bank (CIBC) might still be on the process of updating their third-party integration services. 

If you haven't done it yet with our agents, you'll want to contact their support channels. You can ask them and see if there's an issue regarding their feed connection. 

I would also recommend having your clients check their bank accounts. Notification alerts can often prevent QuickBooks from getting the data. 

Also if you manually update their bank feeds, are you receiving any error messages? I'd appreciate if you could add more details about the issue. I'll be able to dive deeper into it and find the best way to help you out. 

You can also take a look at this article for solutions on how to fix the bank feed issue: What to do if you get a bank error or can't download transactions in QuickBooks Online.

You also have the option to manually import their bank transactions into QuickBooks. If you need to take book their transactions as soon as possible, you'll want to follow the steps outlined in this article: Manually upload transactions into QuickBooks Online.

You can start categorizing those uploaded transactions for their books. After doing so, you can start your regular reconciliation process. 

Is there anything else you'd like me to take a look at regarding the Online Banking feature or any areas in QuickBooks? Please let me know the details below. I'll get back to you and offer a helping hand. 

It’s 6/2/22 and this problem still exists.

@Jtj1 

Try opening your QBO account on any private/incognito browser. Another option, utilize the trial version of MT Online to isolate the issue. It is designed to import into any bank or credit card in QuickBooks Online, so there is no specific setting needed. If the same error persists, there is an ongoing problem at your bank or connection.

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

It looks like this is a duplicate post, @Jtj1.

My colleague KurtKyle_M already shared his answer to your concern about connecting your Standard Bank account to QuickBooks Online. You can check her response through this link: https://quickbooks.intuit.com/learn-support/en-us/payments/re-how-can-i-access-my-account-directly-w...

The QuickBooks Community team is always here to help if you have any other concerns or follow-up questions. Have a good day, @Jtj1.

Cheers to you for bringing up the problem again.  And the only response you will get is how to download the transactions.  We need STATEMENTS from Chase and I don't think the people reading this and responding understand our situation.  I still have received no solution.

Please read the question again.  STATEMENTS are needed, not transactions.  We keep getting the same response with no solution.

Hi there, smoneywise.

I know how important it is to be able to view bank statement to help reconcile an account in QuickBooks Online. 

I've checked our system and found out that there is an ongoing issue with viewing Chase bank statements. Our engineers are investigating the issue in order to come up with a long-term solution. In the meantime, I recommend downloading your bank statements from the bank's website manually.

Also, I suggest contacting our Support Team so that you can be included to the list of users who are impacted by this problem and receive updates.

Thank you for your patience. I'll be here if you have other banking concerns. Have a good one.

Did this get resolved?
I'm still having the same problem with TD Bank (here in Canada) and support doesn't seem to know there's an issue.

Hi there adam25,

It's vital that all transactions are entered well compared to your statements for your bank balance to be accurate. QuickBooks Online is a great tool able to import transactions and statements from certain banks in order to help you make sure all transactions are included n your books. I can point you in the right direction for assistance.

If you have a QuickBooks Online Essentials, Plus or Advanced subscription and are using one of the banks listed in this article, the ability to import bank statements should be available. If the statements are not getting imported from your bank for the accounts that are connected, I recommend reaching out to the QuickBooks Online support team outside of the Community. They'll be able to view your account with you in a secure setting in order to provide some troubleshooting steps as well as gather the necessary information needed to notify our engineers if the error persists. You can reach them using these steps:

Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.

If you have any other questions, feel free to reach out here.

@adam25 

Utilize the trial version of MT Online to isolate the issue. It is designed to import into any bank or credit card in QuickBooks Online, so there is no specific setting needed. If the same error persists, there is an ongoing problem at your bank or connection.

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

I have a client that is getting the error message "We do not download statements for this account".   This is not a Chase Bank issue because I do not work for Chase Bank.   My client has called Intuit support several times and they keep stating its the bank when its not.  I have reviewed the clients setup in online banking and made sure we were not blocking anything.   All is clear.     This is causing major balancing issues for my client and clearly for others.    Here is the run down on my client....    One account was working great, then it had fraud.   Opened new account and is able to download transactions to the new account just not the statements.