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CaymanBeach
March 11, 2022
Question

Connected Bank does not appear in Bank Feeds list

  • March 11, 2022
  • 3 replies
  • 0 views

I am struggling to get a supposedly connected bank feed working. The bank account appears in the chart of accounts with the "lightning bolt", and according to the bank, the account is correctly configured at the bank. But the account does not appear in the list of accounts on the Bank Feeds page in QB (Desktop 2019, up to date). When I try to then edit the account in Chart of Accounts, I go to Bank Feed Settings and see that Deactivate All Online Services is clicked. When I click activate, QB crashes. I tried the merging trick posted in a forum link, but that did not work - the existing account doesn't get the online settings from the new account that was set up and properly linked. I would greatly appreciate some guidance in how to proceed. The existing account has data for over 10 years from the bank - for obvious reasons I do not want to lose that.

Thanks.

Jack

3 replies

JasroV
JasroV
March 12, 2022

Let's work together and get to the bottom of this, @CaymanBeach.

 

I recommend running the Verify Rebuild tool to isolate the issue. This process scans your file for any errors and resolves them right away. I show you how.

 

  1. Go to the Window menu in your QuickBooks Desktop (QBDT), and select Close All.
  2. Then, go to the File menu.
  3. Select Utilities.
  4. Click Verify Data.
  5. Go back to the File menu.
  6. Select Utilities.
  7. Click Rebuild Data.

 

You can also check this link for more detailed steps: Verify and Rebuild Data in QuickBooks Desktop. 

 

If the issue persists, I suggest downloading the QuickBooks Tool Hub and running the Quick Fix my Program to fix this. You can refer to this link for the complete process: Repair your QuickBooks Desktop for Windows.

 

When everything looks good, you can read through this article on how to swiftly match your accounts in QBDT: Reconcile an account in QuickBooks Desktop.

 

Please keep me posted if you need further assistance managing your bank accounts and transactions. I'll be around ready to back you up. Keep safe and have a good one!

C
CaymanBeachAuthor
March 13, 2022

I just spent 20 minutes replying in detail, only to have this ridiculous forum delete it, apparently because I was no longer logged in. Then I go to log in, and the forum wants 2FA to log in to a FORUM??? Come on. Fix QB software before worrying about 2FA on a technical support forum.

Back to the problem:

I verified and rebuilt the company file (for the record, I had previously done that, but did it again, following your instructions). Did not help.

I downloaded and ran the various Fix It tools, including the File Dr., not mentioned here. Did not help. (And, I note that there were references to Visual Studio C++ libraries from 2012 and 2013. Much has changed with MS compilers. Why is QB using versions 10 years old??).

I even tried loading a recent backup file, and reconnecting the account. Same problem. Chart of Accounts says the account is linked to the bank (based on icon in the account list) but the account does not appear on the list of accounts in Bank Feeds Center. Return to Chart of Accounts, edit the bank account, and Online Services for the account are deactivated. Go to the Bank Feed Settings tab, click the button to enable, get a message "You must enter a value for all of the fields on the Online Services tab." Where is the Online Services tab??? On the Bank Feed Settings tab, the Account Customer ID field is empty. I enter the Customer ID provided by the bank (which is NOT the company tax ID) and a message appears saying the ID must be in the form of a Tax ID. Enter the company Tax ID, and back to the "You must enter ..." message. When I finally give up in frustration, click the "Deactivate..." radio button, and then "Save & Close", QB CRASHES - nothing but an intervening pop-up asking whether to send the report. I have allowed that once, with no response from QB.

One additional observation, which SHOULD be irrelevant but...

When this fiasco started, against my better judgement I allowed QB to update itself. When I attempted to open the company file after the update, I was prompted to create an online account. I did not do so (I selected the delay 7 days option). I have no interest in an online account - that is why I have desktop software running on a local machine which can be easily isolated when doing anything that does not require internet access (such as getting bank transactions).

That said, what else can I try?

G
GlinetteC
March 13, 2022

I appreciate the steps you've performed, CaymanBeach.

 

Let's try another troubleshooting step to get you back to work. Ensure to create a backup of your company file before proceeding with the process.

 

Try suppressing your QuickBooks Desktop. I'll walk you through how:

 

  1. Press and hold the Ctrl key.
  2. Double-click your QuickBooks program icon.
  3. Hold the Ctrl key until the No Company Open window shows.
  4. Select the desired company file from the No Company Open window.
  5. Press and hold the Alt key, then select Open.
  6. If you are prompted for your login information, release the Alt key, then enter your user name and password.
    Important: If you are not prompted for your user name and password, do not release the Alt key.
  7. Press and hold the Alt key, then select OK. Do not release the Alt key until your file is completely open.
    Note: QuickBooks will display a blank screen. If you can highlight a QuickBooks menu by just hovering your pointer to it, your company file is completely open.

 

If the problem continues, please check the Unrecoverable Error: General Troubleshooting Steps for additional solutions to get this resolved. 

 

However, if the problem persists, I'd recommend reaching out to our Phone Support team. An agent will do a screen share with you to investigate this further. Here's how:
 

  1. Click the Help menu, and then select QuickBooks Desktop Help.
  2. Scroll down and click Contact Us.
  3. Enter I can't find my bank on the list.
  4. Select either Message an Agent or Get a callback from us.

 

Please keep me posted on how the steps work. I'll be right here if you have follow up questions.

D
Digital Plumber
June 1, 2022

I realize this thread is over 2 months old, but I have a suggestion. Instead of using Quickbooks to reach out online to retrieve the bank data, get it yourself. Most banks allow for transactions to be downloaded within whatever dates you specify in several different file formats. (CSV, Quicken, Quickbooks, Excel, etc.) Obviously you want Quickbooks. Sign into your bank's web portal, view your account details and figure out how to do such a download. Quarterly is a good date range. Save it someplace where you can easily find it. Now, with your company file OPEN, locate the downloaded *.qbo file and double click it. Quickbooks should either find the account you wish to update or it will prompt you to select one. Worst case, you will have to create a new account. I had something similar happen to Quicken a while back and this was my workaround. Works for both as long as your product isn't sunsetted. 

 

Now if anyone knows if the bank feed still works after sunset for transactions already read into Quickbooks but not yet matched, I'm all ears. I have QB2019 and sunset occurs at midnight tonight.

L
LF99
July 22, 2022

There was a problem with them 2 or 3 months ago and they appear to work manually again, but it doesn't appear to recognize previously downloaded data now and so you have to manually ignore or delete double entries

A
anna96
August 6, 2022

have exactly the same problem, did you ever resolve yours?

Thank you

C
ChristineJoieR
August 6, 2022

Hi there, @anna96.

 

Let me provide you with some details about connecting banks in QuickBooks Desktop. 

 

May I ask if you received any error messages during the process? If so, may I request a screenshot of the specific problem? In order for us to identify and investigate the issue you've encountered.

 

QuickBooks allows you to connect as many accounts as you need to download recent transactions automatically. However, there are a few potential reasons why you can't find or connect to your bank when you search for it:

 

  • Your bank does not connect to all types of accounts, such as personal versus business.
  • We have several names from your financial institution on our list.
  • The bank is not a participant in the financial system.

 

Furthermore, let's also make sure to use the correct URL to be able to connect bank in QuickBooks Desktop. 

 

If you're still unable to connect to your bank, I'd suggest contacting our support team for an additional assistance about the issue. 

 

In addition, there are two ways to connect your bank account depending on what's available at your bank. You may link them through Direct Connect or via Webconnect. You may visit this link for more information: Set up bank accounts for Bank Feeds in QuickBooks Desktop.

 

If you have further questions about online banking in QBDT, please leave them in the comments section below. I'll be right around the corner if you need anything else. Enjoy the rest of your day!

R
Rebecca68
August 24, 2022

Has anyone come up with a solution yet?  We just started receiving a message that we had to disconnect and reconnect our bank accounts by September 2022.  So I followed the instructions found here (https://quickbooks.intuit.com/learn-support/en-us/help-article/bank-connectivity/refresh-connection-express-web-connect-online/L29kw7xd7_US_en_US) and it resulted in this exact same situation.  2 of our 3 bank accounts appear on the bank feeds and I can't get the 3rd one to appear on the list.  On the chart of accounts, it shows that the account is connected.  If I try to edit the account, I get the same message to fill in the information on the online services tab and who knows where that is.  When I try to save and close, I get an error window and QB shuts down.  

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