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crina23
October 1, 2023
Question

Bank Feeds for the checking account with BOA Bank of America are not working in QBO Desktop

  • October 1, 2023
  • 3 replies
  • 0 views

The bank feeds for my BOA checking account stopped downloading. I refresh and it says completed but no new transactions are populated. However They work for the CC credit card accounts but not for the checking. I also tried to create a new QBO Desktop account and link to the checking account and in the new file the transactions are downloading. Is this a bank or QBO filed issue? How can I solve this issue?

    3 replies

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    LeizylM
    October 1, 2023

    I recognize the inconvenience you're experiencing with your bank feeds not downloading transactions in QuickBooksDesktop (QBDT), crina23.

     

    Currently, we haven't received any report from other users about the Bank of America connection issues. Your financial institution may have system maintenance. It could be the reason why the transactions aren't downloading. I'd recommend visiting their website to check if there are alerts or updates from their end.

    If none, we can begin the process of reconnecting your bank account with QuickBooks. This will help restore the ability to download transactions.  

     

    Here's how:
     

    1. In your QBDT file, go to the Banking menu.
    2. Then hover over Bank Feeds, then select Bank Feeds Center.
    3. Then click on the refresh icon.

     

    Once done, you can now categorize your downloaded bank transactions. This way, you can keep your financial data accurate and updated. Please see this article for the complete guide: Add and match Bank Feed transactions in QuickBooks Desktop

     

    Keep me posted with your results or if you need further assistance with updating your bank transactions. I'm determined to help you succeed. Have a wonderful day!

    C
    crina23Author
    October 1, 2023

    Thank you for your reply. Can you please help me understand how opening in a private window can help with this issue as this is a Quickbooks Desktop problem. Thank you. 

    J
    JamesAndrewM
    October 1, 2023

    Hello there,

     

    We currently have an open investigation into this concern. For now, it is best to connect with our QuickBooks Desktop Support. So they can include you in the list of affected users. They also have additional tools to pull up your account and do a screen share to confirm the issue. 

     

    To speak with one of our experts from QuickBooks Desktop Support. Please follow the steps below to contact support:

     

    1. Open QuickBooks.
    2. Go to the Help menu at the top.
    3. Select QuickBooks Desktop Help.
    4. Type Contact Us in the search box. Then, click on Contact Us at the bottom.
    5. Select the way you wish to connect with support.

     

    You can contact us from Mondays to Fridays, 6 AM to 6 PM PT, and Saturdays, 6 AM to 3 PM PT.

     

    You can utilize this article to learn more about handling checks: Create, modify, and print checks in QuickBooks Desktop.

     

    Feel free to post here in the QuickBooks forum again if you need anything else with QuickBooks. I'll be right here to help you anytime. Have a lovely weekend!

    A
    AB022
    December 12, 2023

    I encountered the same but with Quickbooks Online and credit card account. Should I send a request to so I can be added on the list for investigation?

    A
    AileneA
    December 12, 2023

    Hello, AB022. Let's work together to rectify the issue of not downloading the bank transaction of your Bank of America account to ensure all your banking data is current.

     

    After a thorough investigation, I discovered a report about Bank of America unable to update the latest bank transactions in QuickBooks Online. With that said, I recommend contacting our Customer Support team to add your account to the list of affected users. This will ensure that you receive email updates on the case status and are notified once it is resolved. To get in touch with us, you can either request a call or initiate a chat:

     

    1. Click the Help icon.
    2. Go to the Search tab, then click the Contact Us button.
    3. Enter a brief description of your concern in the description box.
    4. Proceed with continuing, then select your preferred way to connect: Chat with us or have us call you.

     

    In the meantime, you can manually upload transactions in QuickBooks Online. This lets you import transaction data from external sources into your QuickBooks account. This can be useful when you receive bank statements or transaction data in formats such as CSV or Excel files. By manually uploading these transactions, you can save time and ensure accurate and efficient record-keeping in your accounting system.


    I highly recommend categorizing your transactions in QuickBooks. This will ensure that your financial records are always accurate and up-to-date. By organizing your transactions, you will have a much easier time keeping track of your income and expenses. Additionally, you can quickly generate reports that will provide invaluable insights, allowing you to make informed decisions about your business.

     

    If you want to streamline your reconciliation process in QuickBooks, I found this helpful article that might interest you. It includes a breakdown of the reconciliation workflow and various guidelines: Learn the reconciliation workflow in QuickBooks. 

     

    Please do not hesitate to reach out here in the Community with further questions or concerns. We appreciate your continued trust in our product, and we will keep you updated on any progress made in resolving this matter. Have a great day!

    C
    ciscochapa20
    March 28, 2024

    March 28 and still having this issue.  Has anyone gotten this resolved? please help! TIA!

     

     

    JenoP
    JenoP
    March 28, 2024

    Thanks for joining us here, ciscochapa20. Let's make sure to resolve the error so you can successfully download transactions from your Bank of America account.

     

    I'll also provide the troubleshooting steps that can address common banking errors encountered when using QuickBooks Desktop.

     

    To start, make sure your software is on the latest maintenance release. Here's an article as a guide: Update QuickBooks Desktop To The Latest Release.

     

    Next, configure your firewall and security settings. This is to make sure that your firewall isn't blocking QuickBooks from using your internet connection. Let me share this article for more details: Set Up Firewall And Security Settings For QuickBooks Desktop.

     

    Aside from that, you also need to update the list of Financial Institutions Directory in QuickBooks Desktop. Here's how: 

     

    1. Go to Banking, select Bank Feeds, then Bank Feeds Center.
    2. Select Refresh account(s) or choose Sync all for this bank from the dropdown.

     

    Alternatively, you can turn off and activate online banking again if you have multiple accounts set up for online banking. This is to check if the problem comes from a specific account. 

     

    If an account has trouble connecting to the bank, this can affect other accounts. Here's how:

     

    1. Go to Chart of Accounts, then select the Include Inactive checkbox.
    2. Turn off, then set up online banking for each of the accounts.

     

    After that, check if you can now connect your BOA account successfully.

     

    Finally, let me provide some additional articles that can serve as helpful resources when managing your banking transactions within QuickBooks:

     

     

    PFeel free to reach out if you need any further assistance while troubleshooting your bank feeds or while using the QuickBooks program in general, ciscochapa20. I'll be happy to continue assisting you if any follow-up questions arise.

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