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Simplify payday and set payroll to run automatically on QuickBooks.Explore Intuit QuickBooks Workforce

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Replying to:
Tori B
QuickBooks Team

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I appreciate your patience and willingness to try the steps my colleagues have provided above, @galiw.

 

To ensure I understand fully, you're saying in the new company file you created you were able to download the bank transactions and see them without issue? Is that correct? If so, this could mean that there is an underlying issue with your company file that the rebuild didn't detect. With that said, let's try some more troubleshooting steps. 

 

First, let's refresh the bank connection. Here's how:

 

Turn off online banking on inactive bank accounts, if you have one. Then refresh the bank connection on the affected account.

 

Check if you have inactive bank accounts with online banking:

 

  1. Go to Company.
  2. Choose Chart of Accounts.
  3. Select the Include Inactive box. Look for an inactive account with a lightning bolt (this means the account is set up for online banking).

 

If you see one, here’s how to turn off online banking. Otherwise, Set up Bank Feeds, then try to download your transactions.

 

  1. Right-click the inactive account.
  2. Select Edit Account.
  3. Go to Bank Feed Settings.
  4. Click on Deactivate All Online Services, then OK.
  5. Hit Save & Close.
  6. Close and open your company file again.
  7. Make sure the lightning bolt is gone.
     

Please note: During setup, hold the Ctrl key each time you select a button, except when entering info. This refreshes the connection with your bank.

 

 You can manually import the transactions via .qbo file if you're still experiencing issues. Here's how: 

 

  1. Sign in to your bank’s website outside of QuickBooks.
  2. Find and download your bank transactions in a .qbo file.
  3. Import your transactions to QuickBooks.

 

If you still can’t open the .qbo file in QuickBooks, there might be a problem with your bank. Contact your bank’s support for help. If you're able to open the file with the transactions, I recommend contacting our Technical Support Team. This way, one of our agents can review your account and investigate this matter further. 

 

Please let me know if there are any other questions or concerns I can assist you with. Take care! 

 

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