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Tcar1
February 17, 2024
Question

Can't get transactions

  • February 17, 2024
  • 1 reply
  • 0 views

Hello,

I am wondering if anyone is having a problem with getting transactions updated from there bank on Quickbooks online. I received a message yesterday on 2/16/24 stating "Your TD Bank connection isn’t working". I followed instructions but it still is working as of today 2/17/24.

The message on Quickbook online now states "We can't get Transactions from TD Bank"

" come back in a few hours and select Update (4009). It has been 24 hours and I have tried several times. Is anyone else have this problem.

 

1 reply

E
Ethel_A12
February 17, 2024

Welcome to the Community, @Tcar1.

 

I'm here to help you fix the issue of transactions not downloading from TD Bank in QuickBooks Online.

 

We can start by refreshing the connection of your bank and QuickBooks Online by manually updating your bank.

 

Here's how:

 

  1. Go to the Banking or Transactions menu.
  2. Select the blue tile for your credit card account.
  3. Click the Update button.
  4. (Optional) Follow the on-screen instructions to complete the process.

 

You can then sign in to your bank's website and check if the issue may be on the bank's end. Follow the steps below:

 

First, get the URL QuickBooks uses to connect:

 

  1. Go to Transactions, then select Bank Transactions.
  2. Select Link account. Note: You won’t add an account, you just need the listed URL.
  3. Search for your bank and select it.
  4. Copy the URL listed for your bank.
  5. Sign in to your bank or credit card's website using the copied URL.

 

Once your transactions are downloaded, review and categorize them to keep your financial data accurate.

 

For future reference, you can read this article about reconciling your account in QuickBooks Online regularly or every month to track your income and expense transactions accordingly: Reconcile an account in QuickBooks Online.

 

Feel free to click the Reply button below if you have questions about your bank transactions in QuickBooks Online. I'm always here to help. Have a great day.

T
Tcar1Author
February 17, 2024

Thank You for the quick response,

 

   I tried the manual update numerous times before I posted on the board.

In fact, one time it did manually update but all information before 2024 was missing and the 2024 information was all under the review section. I had categorized everything through January 2024. Also, the category description were all default descriptions. 

   I tried numerous other times and again after your response, and I am still receiving the same message. 

We can’t get transactions from TD Bank

Come back in a few hours and select Update (4009)

If you have another suggestion, I would greatly appreciate the help. 

S
SheandL
February 17, 2024

Thanks for the update, @Tcar1. 

 

I can see the importance of getting your bank's transaction. Let me share some information on how we can fix this. Usually, the error message occurs when your bank is having a system maintenance, server issue, or updating. To check this, you can sign in to your bank's website or talk with your bank's representative to ensure everything is fine. 

 

If the issue still persists after checking, I recommend contacting our support team so they can further investigate this matter. They have the expertise and tools that are necessary to help resolve this. Here's how:

 

  1. Sign in to your QuickBooks Online company.
  2. Select Help (?).
  3. Select either of these tabs:
  • Assistant tab and select Talk to a human.
  • Search tab and click on Contact us to connect with a support expert.

 

For Plus, Essentials, and Simple Start subscribers, support will be available Monday to Friday from 6 AM to 6 PM PT and Saturday from 6 AM to 3 PM PT. For Advanced subscribers, you may contact support any time and any day.

 

If you download transactions from your bank, you'll need to categorize them to go into the correct accounts. To speed up this process, you can refer to this article: Set up bank rules to categorize online banking transactions in QuickBooks Online.

 

I appreciate your patience while we investigate this matter. Please don't hesitate to reply to this post if you need further help getting your transactions. We're always ready to assist you anytime.

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