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Jwsinstallation
January 28, 2022
Question

Bank Feeds not working

  • January 28, 2022
  • 5 replies
  • 0 views

I have used QB's for years but this week has been the worse.  Bank feeds won't download transactions, I have spent hours per day with 6 different agents with no results.  Truliant Federal Credit Union per them have NO ISSUES, QB can't seem to find the issue?  I even went to a level 2 agent who after awhile just disconnected and didn't call back even though he had my number.  

What is the issue and how to get this resolve is beyond me.

 

    5 replies

    Fiat Lux - ASIA
    Fiat Lux - ASIA
    January 28, 2022

    Which QB Desktop year version do you run?

    J
    Jwsinstallation Author
    January 28, 2022

    2022 pro

    J
    Jwsinstallation Author
    January 28, 2022

    2022 desktop 

    M
    Maybelle_S
    January 28, 2022

    Hello there, @Jwsinstallation.

     

    I want to ensure this is taken care of, but before I do, may I know the specific error message that you receive when downloading bank transactions? Any information can help us determine the main cause of the issue.

     

    I've checked here on our end if there's an ongoing issue about this but there's isn't currently one. In the meantime, you can import bank transactions using our WebConnect feature. There are two ways how to do this:

     

    Option 1. From outside QuickBooks:

     

    1. Log into your bank through a web browser. Use your customer ID and PIN or password.

    2. Download and save the online transaction activity via QuickBooks WebConnect (.QBO) file, then import them.

     

    Option 2. Inside QuickBooks:

     

    1. Go to the Banking menu at the top, then pick Bank Feeds and Bank Feeds Center.

    2. On your bank, select Download Transactions.

    3. A QuickBooks browser window opens and displays your bank's website. Enter your customer ID and PIN or password.

     

    For additional information, check out this article for further guidance: Download Bank Feed transactions.

     

    You can also check out this article on how to fix bank feeds errors and can't download transactions: What to do if you get a bank error or can't download transactions in QuickBooks Online.

     

    After bringing in those transactions, you can start matching and categorizing them. This article can guide you through the process: Add and match Bank Feed transactions in QuickBooks Desktop.

     

    I'm willing to listen to any other concerns you might have for QuickBooks Desktop. Just reply here and I'll respond to you as soon as possible.

    D
    DavidC54
    May 6, 2022

    I have 3 separate bank accounts with same bank. My checking and savings accounts work fine, as it has for years. The issue is now my payroll account. Same bank, same website, same login to access accounts. This is a QB issue. All accounts worked until about two weeks ago. I can download transactions for my payroll account, but the Bank feeds wants me to set up a new account instead of using existing account. When you click the scroll for existing accounts, there are none listed. Even though I have 3 separate bank accounts with the same bank that have been listed in QB for years. I don't want to create a new account. I need the bank feeds to use the account that is already there. Help.

    M
    mac999
    February 13, 2023

    Same issue here since December. When I attempt to open the downloaded transactions, Quickbooks opens another window as if I didn't yet have QB open already.  But says it can't download the transactions because I don't have the company file open (which I do). I believe this started when we upgraded to 2023 version from 2020 version on QB Enterprise.

    S
    SirielJeaB
    February 13, 2023

    Our priority is to fix your concern that you are currently experiencing, @mac999. I am glad that you've shared your sentiment and experiences through our Community forum.

    I wanted to help you, however, I need further information to thoroughly determine the root cause of your issue. I'd like to know the name of your bank and what exact error message you encountered when accessing the downloaded transactions in QuickBooks Desktop. Besides, may I ask what option you use when you download these transactions? Is it via web connection or direct connection?

    Your response will be greatly valued. Please feel free to reach out to us at any time by clicking the Reply button below. Enjoy your day!

    I
    Impuestoseguro
    February 21, 2023

    I already set a new company , and I trying to download the bank statements through bank feeds, but when it’s loading appears a message where it said . Only the primary admin who’s own/manager the company and it’s financial actions can perform this task . And I’m the admin.

    Bryan_M
    Bryan_M
    February 21, 2023

    Hi there, @Impuestoseguro.

     

    It might be that you're profile isn't set as admin. Let me guide you on how to check for this by going to the Company option on the above panel of your QuickBooks Desktop.

     

    Below are the detailed steps: 

     

    1. After going to the Company option, select Users.
    2.  Choose Set Up Users and Roles.
    3. Check in the Roles  Assigned and Users of it shows Admin (logged on), if not contact the admin assigned on that company file.

     

    Furthermore, press F2 to check the Primary admin email if it's yours and the Primary admin sign-in status if it shows Signed in.

     

    You can also check and manage your account through Customer Account Management Portal) CAMPs. Ensure that the admin account is signed in, for you to log in to CAMPS, which will show your email access.

     

    Feel free to read this article for more details: Update or change your Intuit Account login information.

     

    Don't hesitate to reply to this post if you have more questions about managing your QuickBooks Desktop account access. I'll be happy to lend a hand. Keep safe and have a good one!

    J
    juaniO1
    July 25, 2023

    Has this been resolved?  I have spent the last hour looking for a solution.  My american express feeds work flawlessly.  Bank of America only downloads the payments I make, but not the charges.  I am using QB Desktop Pro 2023, but the problem began before I upgraded to 2023.

    F
    FoodVet
    January 7, 2025

    Fixed it on Windows 11 at least.

    In Bank Feed, I selected the account and disabled it from Bank Feeds.

    Then, when I double-clicked on the QBO file downloaded onto my desktop, QB asked to link it to an account, and the account was finally on the pull down.

    Oof.

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