Thank you for the prompt update and additional information, @DJW17. I understand the importance of having up-to-date bank transactions, including effortlessly reconnecting your bank.
We're currently experiencing challenges connecting and updating existing Online Bank Feed connections due to a TD Bank outage. Our team is working closely with the financial institution to resolve this issue. We don't yet have an ETA for a fix.
In the meantime, I recommend you request your bank for a CSV file and manually upload your transactions directly to QuickBooks Online. This way, you can continually keep your records up-to-date until the system issue is resolved.
Here are the steps to get you going:
- On the Bank Transaction page, tick the blue tile for the account you want to upload the transactions to.
- Click the Link account dropdown. Upload from file.
- Drag and drop or select files. Pick the file you downloaded from your bank. Continue.
- In the QuickBooks account dropdown, select the account you want to upload the transactions to. Press Continue.
- Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then Continue.
- Choose the transactions you would like to import and Continue.
- Hit Yes. When you accept it, click Done.
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For additional guidance and instructions, please refer to this article: Manually upload transactions into QuickBooks Online.
Since you mentioned that your credit card shows an error when you reconnect, I suggest contacting our customer care support team. Providing detailed information about the issue you're experiencing will help our team diagnose and resolve it. It will also ensure you keep updated on the status.
You might want to check out these resources in the future to help you manage your transactions:
- Categorize online bank transactions.
- Manually add transactions to account registers.
- Exclude a bank transaction you downloaded.
I understand the inconvenience this issue may cause you, and rest assured that our team is doing everything we can to resolve it with TD Bank as soon as possible. I appreciate your patience and cooperation in keeping your records up-to-date during this moment.
