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SalsaT
December 28, 2019
Question

Unable to connect QBO to my bank account (Cater Allen) to download transactions since Sept 2019. Errors include 102, 103,101. No resolution from QBSupport. Pls help.

  • December 28, 2019
  • 1 reply
  • 0 views
In Sept. Cater Allen Bank updated website and login process and I spoke to QB support numerous times but to date no update on fix despite acknowledging there was an issue. Main focus as been to close the ticket ASAP without resolution. Any ideas on how to overcome this issue?

1 reply

C
ChristieAnn 11
December 28, 2019

Hi there, SalsaT.

 

I just want to let you know that the issue has been resolved. If you still encounter the same issue, I suggest importing your transactions to QuickBooks Online using CSV files as a workaround.

 

Take note that QuickBooks Online can import CSV files that use either a 3-column or 4-column format.

 

Here's how to import your transactions using CSV files:

 

1. Click Banking at the left panel and select Banking section.

2. Choose File upload. If you’ve never connected an account, you can select Upload transactions manually. You can also begin your upload from the Import Data page (select the Gear icon. under Tools select Import Data, and select Bank Data).

3. Select Browse and choose the file you downloaded from your bank. If you haven't downloaded your CSV file yet, follow the onscreen instructions in the Upload file window to download your transactions and then select the file you downloaded.

4. Click Next.

5. Choose the appropriate bank or card account in the QuickBooks Account drop-down list. Select Next.

6. Map the statement fields according to your CSV file format and hit the Next button.

7. Choose the checkboxes of the transactions to import. Select Next.

8. You'll be prompted to Import now. Choose Yes.

9. When the Import completed, select Let’s go!.

 

Please check this article for additional information on how to import bank transactions using CSV files to download transactions: Import bank transactions using Excel CSV files.

 

If the issue still persists after following the steps above, I recommend contacting our Customer Support Team. They can re-investigate why you're still unable to connect QBO to your bank account to download transactions.

 

Please refer to this article on how to download transactions from your bank or cards and then manually import them into QuickBooks Online: Manually upload transactions into QuickBooks Online.

 

Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.

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