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lorijo1
March 3, 2023
Question

Connecting Katahdin Federal Credit Union

  • March 3, 2023
  • 2 replies
  • 0 views
It has been one year since I was able to connect Katahdin Federal Credit Union to my QBO system. 
 
I gave up before, but am revisiting the issue, prompted by tax preparation.
 
We have worked for hours with QBO help and the bank. Each blaming the other for the problem - with no resolution. The bank said that in March of 2022 they changed their system, and since then customers have not been able to connect accounts to Quickbooks. The bank tech support said they have worked with QBO for a year, and QBO says its a problem on the bank side and the bank said its on the QBO side. A bank rep told me this issue had gotten elevated status in QBO tech, and still no resolution - they came back and said the problem is on the bank's end.. The bank rep did tell me she remembered one person who got it to work, but doesn't remember how.
 
This is very important to us. We cannot do our bookkeeping if we cannot get all of our accounts on. 
 
Can anyone help us trouble shoot this issue?
 
The bank is: Katahdin Federal Credit Union in Maine

2 replies

Fiat Lux - ASIA
Fiat Lux - ASIA
March 4, 2023

Use MT Online or one of the converter tools (e.g csv2qbo) for the time being as a workaround.

https://www.moneythumb.com/?ref=110

 

R
ReymondO
March 4, 2023

Thanks for sharing your concern in QuickBooks Community, @lorijo1.

 

I'm here to help you rectify this connection issue. 

 

Before we start, can you share with me if you get a specific error message when connecting Katahdin Federal Credit Union to QuickBooks? 

 

If you happen to encounter one, follow the links listed in the Step 4 section of this article to be guided in fixing it: What to do if you get a bank error or can't download transactions.

 

If you didn't receive any error messages, you can try signing in to your bank’s website to check if everything is working on their end. Then, manually update your bank connection to get the latest available transactions. Here's how:
 

  1. Select Banking or Transactions from the sidebar menu.
  2. Go to the Banking tab.
  3. Choose the appropriate bank account.
  4. Click Update.

 

On the other hand, you may perform some basic troubleshooting steps to isolate the issue. At times, the accumulated cache in your browser causes sync and connection issues between your bank's website and QuickBooks. Start by accessing your QBO account in a private or incognito window. Simply press the following shortcut keys to access this mode:
 

  • Ctrl + Shift + N for Google Chrome
  • Ctrl + Shift + P for Firefox & Microsoft Edge
  • Command + Shift + N for Safari

 

Once you're in, head to the Banking or Transactions menu again. If you're able to connect without any issues, go back to your regular browser and then clear its cache and cookies to start over fresh. Alternatively, you can switch to other supported browsers.

 

Lastly, here are some articles that you can read to help speed up the reviewing process of your online bank transactions:
 

 

I'll be right here to continue assisting if you have any other concerns or additional queries. Just leave the details below and I'll get back to you.

L
lorijo1Author
March 4, 2023

Hi Reymond. Thanks for your help. I have tried ALL of your suggestions many times over. Including with a 1 hour session where a QBO help person was guiding my computer screen.

 

The error message is 103 - which is bank error. However the bank insists that its a quickbooks problem and many people have it with their bank ever since they got a new system last March. And they say I have to go back to QBO to resolve. But that it may be unresolvable until someone at QBO tech solves this issue.

 

Trust me, I've got about 15 other accounts connected to my QBO and I know how to do that.

 

If you want to get together in real time, or send this message to some tech folks who can fix it, that would be great help. 

 

Meanwhile - I am wondering about the third party software that was mentioned, OR should I manually upload from the bank to my QBO, in which case I would be on a learning curve, since I have never done that.

 

Please continue to help 🙂

    J
    jamespaul
    March 4, 2023

    Hello, lorijo1.

     

    I appreciate you for taking the time to work with our support to fix the error code when connecting your Katahdin Federal Credit Union account. 

     

    Yes, you're on point about using the manual upload process. This allows us to work on your bank records, and ensure they agree with your entries in QuickBooks. This is one way to circumvent any bank issues in QuickBooks. 

     

    The learning curve isn't too steep, but we have a guide to help you with the process. Generally, we would want to grab a CSV file of all of the bank transactions from Katahdin Federal Credit Union. Then, upload the file in QuickBooks Online. 

     

    Check out this article for the steps and details: Manually upload transactions into QuickBooks Online.

     

    Although, Fiat Lux - ASIA's suggestion about using a third-party app could also work. Check their link out if you need some details about this. 

     

    Regarding the error when connecting your Katahdin Federal Credit Union account, we can have this investigated if a ticket isn't raised yet. 

     

    Since you've already called, we'll want to give our support another shot at fixing this. We'll want to give your previous case (if handy) to the next agent, then let them know that they would need to work with the Banking Team to fix the error code. 

     

    We can use the same phone number, or if you don't have it handy anymore, follow these steps:

     

    1. Click the Help menu.
    2. Go to the Search tab on the pop-up window.
    3. Proceed with Contact Us.
    4. In the box, we can enter "Error 103 when connecting Katahdin Federal Credit Union." Include your previous case numbers if available. 
    5. Hit Continue.
    6. Choose how you want to reach us (phone or chat). 

     

    After bringing in your transactions and categorizing them properly, we can start with the reconciliation process. When you're ready, check out this guide if you need help: Reconcile an account in QuickBooks Online. 

     

    If you have some questions about your bank entries, please let me know and I'll gladly help out again. If you need to run some reports or take care of some taxes, kindly add what you need to do. I'm always here to assist. 

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