Skip to main content
K
kathleen-bpprodu
August 20, 2024
Question

Does anyone else have problems importing bank transactions since Friday?

  • August 20, 2024
  • 2 replies
  • 0 views
Original commenter did not share additional details

    2 replies

    D
    DJW17
    August 20, 2024

    YES! Same issue here.. only my TD Bank acct & TD CC acct won't import / update.  Anyone else?

      J
      jeanbiverly_
      August 20, 2024

      Welcome to the Community, @kathleen-bpprodu and @DJW17! I'm here to assist you with the issues you have regarding importing bank transactions.

       

      Before we start, could you let me know about the specific bank error you encountered while trying to import or update your bank transactions? Any additional details will help me to give you a more targeted response.

       

      Meanwhile, let's refresh the connection and get your latest available transactions by doing a manual update. Here's what you need to do:

       

      1. Navigate to Bookkeeping or Transactions.
      2. Choose Bank transactions.
      3. Click the account, then Update.

       

       

      Alternatively, you can log in to your bank or credit card's website to check if they are experiencing any server issues or undergoing maintenance, which might be causing the problem. This could be disrupting the data exchange between the bank and QuickBooks.

       

      If everything seems fine on their end, try updating the feed again using a private window or another supported web browser that you already have installed. There may be a temporary issue with the browser you're currently using.

       

      Here are the shortcut keys:

       

      • Mozilla Firefox: Ctrl + Shift + P
      • Google Chrome and Microsoft Edge: Ctrl + Shift + N
      • Safari: Command + Option + P

       

      However, if you're having issues when trying to manually upload your transactions, check out this article and follow the specific steps for the error message you saw: Fix bank upload errors in QuickBooks Online.

       

      Once the entries are imported, it's time to review and categorize them. Then, reconcile your accounts so they always match your monthly statements.

       

      If you have any follow-up questions about bank feeds or need assistance in accomplishing your other tasks, don't hesitate to click the reply button below. Wishing you a successful and productive day!

      D
      DJW17
      August 20, 2024

      Thanks Jean, so the credit card shows an error message & when you click reconnect it says TD is not available right now. The checking account does not show any error messages - however the last update was the 16th. So the checking account appears normal but does not update.

      S
      ShyMae
      August 21, 2024

      Thank you for the prompt update and additional information, @DJW17. I understand the importance of having up-to-date bank transactions, including effortlessly reconnecting your bank.

       

      We're currently experiencing challenges connecting and updating existing Online Bank Feed connections due to a TD Bank outage. Our team is working closely with the financial institution to resolve this issue. We don't yet have an ETA for a fix.  

       

      In the meantime, I recommend you request your bank for a CSV file and manually upload your transactions directly to QuickBooks Online. This way, you can continually keep your records up-to-date until the system issue is resolved. 

       

      Here are the steps to get you going:

       

      1. On the Bank Transaction page, tick the blue tile for the account you want to upload the transactions to.
      2. Click the Link account dropdown. Upload from file.
      3. Drag and drop or select files. Pick the file you downloaded from your bank. Continue.
      4. In the QuickBooks account dropdown, select the account you want to upload the transactions to. Press Continue.
      5. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then Continue.
      6. Choose the transactions you would like to import and Continue.
      7. Hit Yes. When you accept it, click Done.

       

       


      For additional guidance and instructions, please refer to this article: Manually upload transactions into QuickBooks Online.

       

      Since you mentioned that your credit card shows an error when you reconnect, I suggest contacting our customer care support team. Providing detailed information about the issue you're experiencing will help our team diagnose and resolve it. It will also ensure you keep updated on the status.

       

      You might want to check out these resources in the future to help you manage your transactions:

       

       

      I understand the inconvenience this issue may cause you, and rest assured that our team is doing everything we can to resolve it with TD Bank as soon as possible. I appreciate your patience and cooperation in keeping your records up-to-date during this moment. 

      Terms & ConditionsAccessibility statement