Yes Bank is not updating since 14th of October, please do the needful so that i can reconcile the bank statement

Hi it is very urgent.

Hi there, @accounts392.

Let me assist you on how to update your bank in your QuickBooks Online account.

You'll have to manually import your latest transactions from your financial institution. Also, sign in to your bank's website to check the issue if it might be on your bank's end.

Please follow these steps on how:

Step 1: Manually download your latest transactions

1. From the left panel, select the Banking tab.
2. Click the Update button.

This way, it will update all your bank and credit card accounts. You'll get a notification once the update is done. The number of your transactions in the blue account tile will increase if your QuickBooks Online downloads new transactions.

Step 2: Check your bank's website

First, you'll have to get the URL from your QuickBooks Online account.

1. Go to the Banking tab.
2. Choose the Add Account. (You won't add an account, you just need the listed URL).
3. Search for your bank and select it.
4. Copy the URL listed in the window.
5. Sign in using your bank credentials.

If you can sign in to your bank's website, follow these steps:

1. Check your account page for messages, notifications, or alerts. Any display or sign-in issues on your bank’s website can potentially block QuickBooks from downloading new transactions.
2. Check your bank’s website for any announcements about new security requirements.
3. If everything looks good, go back to the Banking menu or Transactions menu in QuickBooks.
4. Select the blue tile for the bank account.
5. Select Update.

For the next steps, you can read this article: What to do if you see a bank error or bank transactions won’t download.

I've also added an article to help you reconcile your bank account: Reconcile an account in QuickBooks Online.

Please know that I'm always around here in the Community to help. Take care, and have a good day.

Hi Team,

Please update the New URL for the Yes Bank.

https://yesonline.yesbank.co.in/index.html?module=login

Best Regards

SunriseDesign

How did you resolve this issue? We are still stuck with this issue

Hi there, yashrajx.

The information provided above is the resolution when your bank is not updating. Since you're still stuck with the issue, may I ask if you received a specific banking error? I'd appreciate any further details so I can share an accurate solution.

If you receive Bank error 102 and 105, these errors occur when there's a problem on your bank's end. There may be undergoing maintenance or issues with the server which stops the online bank connection to QuickBooks. Usually, these errors resolve within 24 hours. To see additional information and how to fix this in the meantime, you can click this article: Fix bank error 102 and 105.

If the issue persists, I'd suggest getting in touch with our Support Team. They have the tools to pull up your account and investigate the cause of the issue. That said, I'd recommend going to the Help icon. From there, you can contact us through messaging.

 Here's how to contact them:

1. Log in to your QuickBooks Online (QBO) account.
2. Go to the Help menu.
3. Type your question in the search box below or click on one of the following frequently viewed topics.
4. Click No, I still need help.
5. Select Contact QuickBooks Support.
6. You'll be routed in the Choose a way to connect with us page.
7. Choose Chat.

Please refer to this article to see steps on how you can reconcile your accounts so they match your bank and credit card statements to avoid discrepancies: Reconcile an account in QuickBooks Online.

Don't hesitate to reach out to us if you have other banking concerns. We're just around to help you.

1. The Problem persists.

2. The issue is not from the banks end. But QB needs to update the login credential for the banks website on its end.

3. Yes Bank has recently revamped its backend and has changed the URL for external apps to log in.

4. We have spoken to Yes Bank and they have also suggested that QB should make the change as the information architecture for Yes Bank has been revamped.

There are thousands of Yes Bank users who use QB. They would all be facing this issue. Without this feature Qb is of no use to us.

Please suggest a solution and escalate the matter?

Hello there, @yashrajx.

Before doing so, please make sure to log in to your bank's website and check if there is no maintenance. This might be the reason why you're unable to update the account to QuickBooks Online.

In the meantime, you can manually import your transaction using the Web Connect feature. For detailed instruction, please check this article: Download Bank Feed transactions.

Otherwise, reach out to our Customer Care Support via call or chat. We will investigate more on the connection. 

Here's how:

1. Click the Help icon located in the upper right-hand corner.
2. In the Help window, click the Contact Us button located at the bottom.
3. Enter your question and click Let's talk.
4. Select Start messaging or Get a callback.

Visit our Banking page for more insights about managing your bank transactions. 

 Please keep us posted if you have any additional questions or other concerns. Stay safe.

Hi,

We have tried all possible combinations.

Uploading data manually creates a mess. Its not the best thing we can do.

The bank has changed their entire infrastructure. And this would have resulted into a change in the url used by QB to login to the bank to retrieve its data.

The bank has said that it is not in any maintenance mode since 20 days. 

The issue comes back to the URL used by QB to connect with Yes Bank.

Please change the same.

We are unable to use our QB account. And such issues will force us to migrate to Zoho or some other provider.

You must see that I am not the only one raising the issue. There are others facing the same issue. And QB cannot be avoiding this issue that affects the work of 1000s of QB users.

Add to that -  I have requested for direct support/help from your help desk. There has been no response to the same. 

Not sure if we can do much here. I hope that QB can resolve this issue.

Thanks

Hi,
It is not from user's end for sure. Multiple users are facing same issue with the same bank. It can't be a coincidence. 
Please check it at your end and get it rectified. Whatever possible solutions you have suggested, I've tried them all. Updating bank records manually is not a solution.
Please look into it a little more seriously.

I understand how important it is to download your transactions from your bank, @feedbackIN

As an alternative way, I suggest downloading the transaction from your bank and import to QuickBooks Online manually and be able to continue your business. You can use this article on how to import your transaction: Manually upload transactions into QuickBooks Online.

 I also recommend contacting our support team. They have the proper tools to locate the root cause of this issue and do screen sharing in a safe environment if needed.

 To reach them, here’s how:

1. Log in to your QuickBooks Online (QBO) account and click the Help menu.
2. Type your question in the search box below or click on one of the following frequently viewed topics.
3. Click No, I still need help. Then, select Contact QuickBooks Support.
4. You'll be routed in the Choose a way to connect with us page. Then, choose Chat.

If there's anything else that you need help with, you can always get back to the Community so we can assist you further. Stay safe and well!

I had a long chat regarding this with your executive. He accepted that the problem is at your end as the bank has changed its URL but you haven't updated it.
I'm surprised to see that even after a week the problem has not been rectified yet. You know the issue. What is stopping you to rectify it.

First my Yes bank credit card stopped connecting my QB account and now my Yes Bank bank accounts are also not connecting with the Quickbooks. Why QB is not helping us?

Thanks for reaching out again, @feedbackIN.

I'd also feel the same way when faced with issues like this. Please know that this isn’t the impression we want to leave with you.

As much as we want to help you here, only our Phone and Messaging Support team can further investigate your concern. It would be best to contact them to get this Yes bank connection issue resolved. You can follow these steps below:

1. Go to the Help menu.
2. Type in/click Talk to a human.
3. Enter Yes bank connection issue in the field.
4. Select I need a human until you see a Get help from a human option.
5. Choose to Get a callback or Start a chat.

Once the connections are settled, you can use this guide to categorise and match online bank transactions in QuickBooks Online. This ensures records are accurate.

I’d appreciate it if you can give us updates with your bank connection situation. Just leave a message below, and we'll make sure it’ll be taken care of.

There are no such options. It is not working.

Thanks for adding more details about your concern, feedbackIN.

I can provide clarifications on why you didn’t see the Get a callback option. Then, route you in the right direction to resolve your banking issue.

The callback feature is only available in selected regions such as the US, UK, and CA. That’s why you’re unable to see the option in QBO.

For the international version, you can get in touch with our QBO Care Team through chat. I still suggest following the instructions shared by Pabz_L. to contact our support.

Alternatively, use the WebConnect method to fetch your latest bank transactions. Check out this article for detailed instructions. It includes a tutorial for visual reference: Manually upload transactions into QuickBooks Online.

Also, the following link contains solutions on how to get your online banking working. From there, you’ll find the links for each bank feed error: What to do if you get a bank error or can't download transactions.

Click the Reply button if you have additional questions or concerns. I’ll get back to answer them for you. Have a good one. 

QB has stopped updating Yes Bank accounts completely. It just don't connect to the bank. Have been complaining about it since last year but QB staff is not bothered. I am facing the problem with other banks too. Looks like QB doesn't update its software regularly for Indian banks. What is the point of paying for a software if we have to perform all actions manually. Also, Yes Bank doesn't provide its statements in CSV format so one can't update it manually too.

Hello feedbackIN!

This is not the impression we want you to experience. I'm joining this thread so I can help you in fixing this issue.

The Banking feature in QuickBooks Online also depends on the bank's ends. If they are having issues, this may result in connection errors and prevent the transactions to download. You'll want to check with Yes Bank to verify.

Also, you may want to manually update it to help in bringing in the transactions.

1. Go to the Banking or Transactions menu.
2. Select the Banking tab.
3. Tap Update.

If it gives you error codes, please check this link: What to do if you get a bank error or can't download transactions. This includes articles on how to fix bank errors.

I understand that you contacted our Customer Support already. Still, it'd also be best to seek additional help from our Support Team so they can conduct further investigation.

1. Click the (?) Help icon and enter Talk to a human (then type it again when prompted).
2. When asked by the bot, enter "Yes Bank".
3. Select I still need a human, then proceed with Contact us or Get help from a human.
4. Choose Start a Chat.

With regards to manually importing the transactions, the file must be coming from the bank. If they don't support CSV, you can create your own or look for a third-party file converter. Visit the Apps tab to search for one or check this link: Format CSV files in Excel to get bank transactions into QuickBooks.

Need to reconcile an account? Here's the article for your reference: Reconcile an account in QuickBooks Online.

I'll be here if you need more help. Thanks!

There is no point posting queries if you don't read them before replying. Here are 3 quick points. Please read them before replying

1. Your software has stopped pulling YES BANK statements since last year. Earlier it was credit card, now it has stopped updating bank accounts too.
2. I am facing similar problem with other banks too like SBI and PNB.
3. NO, I can't do it manually for 2 reasons

a) I don't want to do it manually
b) Even if I want to, the bank doesn't provide statement in CSV format.

If you don't have solution please say so. Do not copy paste some readymade reply here.The issue is on since last year.

Thanks for all your feedback about connecting your bank account with QuickBooks, @feedbackIN. I understand we need to fix this quickly. 

QuickBooks only depends on what your bank sends to us. When our system stops pulling transactions from your bank, it could be that there's maintenance going on with your bank. Or perhaps there's a transfer communication problem between your bank and QuickBooks. 

Hence, we always advise affected users to contact our support to conduct further investigation. Adding transactions manually is the only workaround to bring in your transactions to QuickBooks. It's more convenient rather than recording each of them. 

If your bank can't provide the CSV file format, you have the option to convert it. There are lots of free file converters that you can search in Google. 

Another way is to move your file to Excel, then follow the steps to format CSV in this help article: Format CSV files in Excel to get bank transactions into QuickBooks.

Just in case you encounter any issues, here's an article to help you fix CSV file formatting: Troubleshooting CSV Bank file formatting. 

I'm always around here to listen and help if you have additional concerns. Feel free to post some more. Take care!

Thank you for bringing this to our attention. We apologize for any inconvenience caused due to the issue with the updates for Yes Bank since the 14th of October. We understand how important it is for you to reconcile your bank statement accurately and timely.

I have escalated this matter to our technical team to investigate and resolve the issue as soon as possible. In the meantime, if you require any specific transactions details or have any urgent requests, please let us know, and we will do our best to assist you.

We appreciate your patience and cooperation in this matter. We will keep you updated on the progress and notify you once the updates resume as expected.