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MM1417
September 25, 2022
Question

Bank of America - New connection

  • September 25, 2022
  • 11 replies
  • 0 views

QuickBooks told me I needed to update bank feed connection to Bank of America.  Now that I have done that I can no longer transfer funds between accounts at Bank of America via QuickBooks.  I can enter the transfer and check the box "Online Funds Transfer", however, the transfer does not show in Bank Feeds. When I shut down QB I get a message telling me I have Unsent Online Transfers, however, when I click on "Send Now" the Bank Feeds window appears but still no way to send the transfer. The transfer does not connect to the bank when I download transactions.  Support has been no help.  I am using Enterprise 22.  

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    mbaker5014
    March 3, 2023

    This continues to be a thorn in my side. I'm a certify pro and currently noticing that through out my clients the Bank of America feeds are horrible in the desktop versions. One in particular I have is Enterprise 2023 Contract addition. The have a BOA corporates card account with 26 cards on the account. Some cards downloads fine others will not download at all and there continues to be a huge lag time in viability of the transactions I downloaded today and I have three that state 3 months ago when I sign into BOA online banking to check the account transactions are posted from one day ago but QB is not picking them up.  I have rebuilt the data, disconnected and reconnected the feed. I know how to download web connect manually but having to do 26 individual downloads and imports is cumbersome. There has to be a better solution.

      G
      Giovann_G
      March 3, 2023

      Thanks for joining this thread, mbaker5014.

      I appreciate you taking the time to go through some of the troubleshooting steps to get your Bank of America feeds into QuickBooks. Since some of your cards download without issue, there could be a problem with the connection from your bank to QuickBooks.

      Let us evaluate this further, and I encourage you to contact our QuickBooks Desktop Support. They have the capability of opening your account and submitting a ticket for investigation.

       

      Here's how:

       

      1. Open QuickBooks.
      2. Go to Help, then select QuickBooks Desktop Help/Contact Us.
      3. Select Contact Us.
      4. Give a brief description of your issue, then click Continue.
      5. Sign in to your Intuit account and choose Continue and then Continue with my account.
        • If you don't already have an account, make sure to Create a new account.
      6. We'll email you a single-use code. Enter your code and select Continue.
        • If you have more than one account, select the account you want to use and then Continue.
      7. Select to chat with us or Have us call you.

       

      You can also get their phone number by visiting this link: Contact QuickBooks Desktop support.

       

      I understand you have a lot of work to do when manually importing bank feeds since you have 26 cards in totals. In the meantime, you can consider doing it via a Web Connect file to display those transactions. Check out this article for a comprehensive guide: Download and import Web Connect files in QuickBooks Desktop.

       

      Once it's inside QuickBooks, you can start the review and match process to ensure they're place in the correct account. You can read this link for more details: Add and match Bank Feed transactions in QuickBooks Desktop.

       

      If you need additional assistance with bank feeds, let us know. We're available to assist you at any time.

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