Question

Is there an issue with connecting to Capital One to download transactions?

Forum|Forum|6 years ago
April 15, 2020
7 replies
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Original commenter did not share additional details

QuickBooks Online

I've checked our files, Dr-bsmith. I haven't seen any open cases the same as yours.

We have a few steps for you to try. This will help you download the transactions.

Let's start by manually updating the bank account. This forces the transactions to download and refreshes the connection between the bank and QuickBooks Online. Here's how:

Click Banking.
Go to the Banking tab.
Click Update.

If it's still not downloading the transactions, log in to your financial institution's website, and check for any alerts or notifications. Any messages or sign-in issues can block our program from downloading new transactions.

Next, if you've encountered an error message, please check this article and go directly to Step 3. You can check on the links to resolve the error.

Once it's fixed and transactions are already downloading, you can continue to assign, categorize, edit, and add your downloaded banking transactions.

We're just around to help you if you have other concerns. Swing by anytime.

C

cddmoore

Capital One is not working for me either. I called QBO yesterday and they had me delete my connection and now I can't get it back up. I have been on hold with Capital One for a while to see if they can possibly shed some light on this. Basically, the QBO customer service made it worse.

P

PTA20

I am having the same issue with Capital One. Has anyone been able to get an answer on how to fix it?

C

CDK33

I've been having the same issue with Cap One and downloading bank transactions - since February. Was told by QB that they were working on it and when I recently followed up, received an email reply that my case had been closed.

Still manually uploading transactions!

Ashley H

Thanks for joining this thread, @cddmoore.

Our Engineering Team is now aware of this connection between QuickBooks Online and Capital One. Rest assured, they're working to identify the cause to provide a solution and they'll provide updates regarding the status of this issue through an email. To be added to the list of affected users and get updates, you'll need to contact our Online Support. Here's how to get in touch:

Go to the (?) Help button at the top-right of your QuickBooks Online account, then select Contact Us.
Type in your question or concern in the Description Box then hit Let's Talk.
Choose how you want to get contacted.

You'll hear from an agent shortly. Once connected, tell them you'd need to be added to INV-44160.

I'd like to notify @dr-bsmith about this update as well.

Let me know how this conversation goes. I'll be here if you need further assistance.

C

cddmoore

I just spoke with a customer service member from QBO. They told me that they were aware of the issue and that there were a lot of customers affected by and that the Intuit engineers were working with Capital One to resolve it. Capital One customer service said that knew nothing of it.

I didn't have the investigation number at the time of the call, however, I am assuming that the representative added me to the list.

Thanks,

Courtney

K

Kahn

My Capital One Bank seems to link now, but the Credit Card does not. I'll be honest - I got tired of waiting and manually uploaded a QBO file. I don't like being 3 weeks behind on matching.

M

MirriamM

Thanks for joining this conversation, @Kahn.

I'm happy to hear that you're now able to connect Capital One bank account. As for the Capital One Credit Card, were you able to encounter some error message?

I understand the hassle of manually importing bank transactions, and this isn't the impression we want to leave with you.

In the meantime, you can update the password of your bank account to re-establish the connection. Then, reconnect it in your QuickBooks account.

Here's how:

In the left menu, click Banking.
Go to the Banking tab.
Select the bank you want to reconnect, then click the Edit ✎ icon.
Pick Edit sign-in info.
Enter your new credentials, then select Update.

For additional reference, you can consider checking this article: What to do if bank transactions won’t download or there's a bank error.

You might want to visit this article to know how to match bank transactions in QuickBooks Online: Categorize and match online bank transactions in QuickBooks Online.

Keep me posted if you have any other banking questions. I'm always here to help. Have a great day!

A

allsaintsins

I have to keep disconnecting and reconnecting my account. I use QB Desktop. This has been going on for about a month. INV-44160.

R

Ross Harke

RESOLVED: I spoke with a support tech and they had me try logging into Quickbooks online via an incognito window and then adding back my Capital One CC and it worked. Hope this helps some people

R

Regulus

NOT RESOLVED - I have gone through all os the steps listed, done all of the things asked and still not resolved. And no contact from customer service or their troubleshooting team. This is ridiculous! I've been down since JANUARY 19th. This is not tenable.

RenjolynC

I appreciate taking the steps provided on the previous post, Regulus.

I've checked our reports and found that one of the investigations provided by my colleague IamjuViel with number INV-46240 is still open. Our engineers are still working on resolving this issue. To ensure you'll get an update to the status, I recommend contacting our Phone Support Team again. Before doing so, please check out our support hours here. Then, follow these steps:

Click the Help icon located in the upper right-hand corner.
In the Help window, click the Contact Us button located at the bottom.
Enter the investigation number, and click Let's talk.
Choose either Start a chat or Call us.

If you have any follow-up questions, please let me know. I'm here to help.

A

A_patel

Does anyone have any updates on this issue? I am using the QB desktop version, I heard the online version had their issue resolved.

Its seems as thought the web browser that QB logs into capital one with needs to be updated, there is a banner on the top of capital one stating that "my browser needs to be updated" when I try to download the transaction.

AlexV

Good day, A_patel.

We have another way to bring in the bank transactions from Capital One. You can use the web connect feature to manually import them. All you need is a .qbo file from your Bank’s website.

Also, we can resolve this error by upgrading the browser. If this behavior persists, please reach out to our Customer Support Team so they can further assist you with it.

I'll be here if you need anything else. Have a nice day!

R

Regulus

There is no QB download available from Capital One. Downloading the CSV version results in multiple, unfixable errors to uploading to QB. I have the latest version of the browser and I do not have options when it comes to browsers when I attempt to link the accounts again. Seriously - this is a major issue that I have been informed by the MULTIPLE CS reps I have engaged with that is between QB and Capital One. Not something I can, as an independent user, address with success. This is something that QB needs to fix. It's ridiculous ... since January it has been an issue that I have spent hours with customer service to attempt to fix with no resolution. This system has become a total waste of my time.

T

TheCultCrystals

Just got quickbooks today! I was having issues on safari but when I switched over to chrome everything works much better. Try using chrome instead if anyone is still having this issue.

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