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usernatasha
July 20, 2021
Question

Bank feed is not working properly. Bank transactions are not uploading automatically, bank app and QBO are disconnecting all the time!

  • July 20, 2021
  • 2 replies
  • 0 views
These two weeks I am having issue with the bank feed in QBO. QBO and the bank feature are disconnecting all the time, and bank transactions are not uploading automatically. I have tried all solutions offered, nothing is working. Been on a call with couple of people from customer care, no one helped. Please advise what seems to be the issue?

2 replies

Fiat Lux - ASIA
Fiat Lux - ASIA
July 20, 2021

Have you tried opening your QBO accuont on private/incognito browser?

U
usernatashaAuthor
July 20, 2021

Hi,

 

Yes, I have tried that too, but it doesn't help. 

M
MirriamM
July 20, 2021

Hello there, usernatasha. Let me get the help you need about your banking concern. 

 

To get started, can you please verify the name of the bank account which is not showing updated transactions? 

 

There are reasons why transactions won’t download. It could be due to the following:

  • A connection issue between your bank and QuickBooks Online (QBO).
  • The financial institution’s server is offline.
  • Error messages or codes that require you to perform a certain task. 

In the meantime, to bring in transactions, let us perform the below steps:

  1. In the left menu, click Transactions. 
  2. Go to the Banking tab and select the appropriate bank account.
  3. Hit the Update button. 
  4. If prompted, enter your Multi-Factor Authentication (MFA) credentials.
  5. Select Continue update.

Repeat the above procedure at least three to five times to resync your connection.

 

For more information on what you can do to resolve the issue, take a look at this article: What to do if you get a bank error or can't download transactions in QuickBooks Online.

 

Once bank transactions download, you can now start categorizing or matching them to straighten out your books. After that, you have the option to do your regular bank reconciliation. 

 

If you have additional assistance while managing your bank transactions, let me know. I'll be around to provide further assistance. Have a nice day.

E
envonboarding
July 21, 2022

We are experiencing the same issue. The connections last only about a week or so before we need to go in and reconnect, which is a huge inconvenience for everyone involved. This seems to be a widespread problem.

 

Any luck on a solution other than contacting support? They don't seem to be able to help very often.

Tori B
Tori B
July 21, 2022

Hi there, @envonboarding. 

 

Thanks for taking the time to follow along with the thread and sharing your concerns. 

 

To clarify, have you tried the steps that my colleagues have provided above? If not, I encourage you to give them a shot. These are our basic troubleshooting steps that we perform in order to resolve this matter. 

 

However, if you've tried these steps and you're still running into this issue, I recommend contacting our Technical Support Team. This way, one of our agents can review your account in a secure environment and investigate this matter futher. If needed, the agent can escalate this concern to our Engineering Team. 

 

Please don't hesitate to let me know if you have any additional questions or concerns. Take care! 

T
TPS2235
January 7, 2023

Do you have (MFA) multi-factor Authentication? I've had this issue with a client and one of the solutions were to disable the MFA with your bank day 1, day 2 update bank feeds, from there give it a day or 2 to put MFA back on. We are in the process of doing this so I don't have an answer of it working but heard it worked for others. 

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