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M
Magilldg3
July 3, 2021
Question

Bank Feed

  • July 3, 2021
  • 1 reply
  • 0 views

Good Morning,

 

On QB Desktop Pro 2019.  Use for quarterly updates of my personal transactions - not running a business.

 

Every quarter go to banks and CC issuers to download activity and then upload to QB using bank feeds.  

 

Most times this works, but for one of my banks, Citibank, when I upload the QBO file QB does not recognize the account.  Usually I have to disable bank feeds and then re-establish,  Everything works properly.

 

Not now.  Go to edit account, set up bank feeds.  Get prompts and follow instructions but since Citi does manual imports, not the direct link from their website, only get to step 1 of setup.  When that completes, I still don't have the bank icon on my account.  

 

Struggling with what to do next.  Any ideas are greatly appreciated.

1 reply

RenjolynC
RenjolynC
July 3, 2021

Thanks for reaching out to us in the Community, Magilldg3.

 

I'll share some information on how you can fix this.

 

Web Connect issues can sometimes occur for a few possible reasons. Here are the following:

 

  • Files from the bank are incomplete or in the wrong format.
  • Changes on your bank's end. This can also create issues.

If you see one of the messages below, there may be an issue with the Web Connect:

 

  • “QuickBooks found an error. We can’t read the file {Your financial institution} sent.”
  • "An error occurred while processing your online banking data."
  • "Your data was not imported into QuickBooks."
  • "QuickBooks is unable to verify the Financial Institution information for this download."
  • QuickBooks seems stuck and asks you to select a new or existing account when you try to download.

Let's make sure that QuickBooks Desktop is updated to the latest release. Then, follow Step 3 in this article to resolve this issue: Fix Web Connect import errors.

 

Once done, import the transactions from your bank in QuickBooks.

 

Please keep me posted on how things go after trying this out. I want to make sure this issue is sorted out. Stay safe!

M
Magilldg3Author
July 5, 2021

Thanks.  All of this is helpful but does not address my issue.  I know the feeds are fine since I've had this issue before and disabling and reenabling bank feeds for the accounts in question has always solved the issue.  

 

My issue is that I am cannot enable bank feeds for two of my bank accounts.  Attached is a shot of my COA after bank feeds disabled

 

Second shot is instructions I receive one I edit the account and select enable bank feeds.  I find my bank.

 

Third shot is after I've selected my bank.  Instructions say to manually import transactions.  My only choice is read instructions and then close the window.

 

This returns me to the original Find my Bank Window.  I'm still on step one of four yet I have no other choice than to close the window.

 

I close the window and recheck the status of my COA.  Bank feeds are not enabled for the account.

 

Without bank feeds enabled, I'm unable to select the account when uploading the QBO file.

 

Still looking for a solution

 

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