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succulenthogs-gm
February 14, 2024
Question

Navy federal account keeps disconnecting from QB and is not able to import banking info, even after re-establishing the link to QB manually upon every sign in.

  • February 14, 2024
  • 1 reply
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1 reply

S
Shania_C
February 14, 2024

Thank you for reaching out to the Community, @Succulent.

 

Let me provide you with some insight into your concern about the Navy federal account disconnecting from QB and is not able to import banking info in QuickBooks Online.

 

To begin, May I know whether you encountered any errors that appeared on your banking page? Since it might be your bank may be undergoing system maintenance.

 

QuickBooks automatically downloads new transactions when you connect your online bank and credit card accounts. If you're experiencing issues with downloading the latest transactions or updates seem stuck, don't worry. Here's what you can do to get QuickBooks to start downloading transactions again.

 

If you see a bank error message, jump to Step 4: Fix specific bank errors.

 

Step 1: Start a manual download

 

QuickBooks downloads the latest available transactions every night around 10 PM PT. Some may take a little longer. If downloads seem stuck, or you want the latest available transactions, do a manual download:

 

  1. Go to Transactions, then Bank transactions.
  2. Select Update.

This updates all your connected bank and credit card accounts. The number of transactions in each account tile will increase if QuickBooks downloads new transactions.

 

Step 2: Check your bank or credit card's website

 

If downloads seem slow or stuck, the issue may be on the bank’s end. Sign in to your bank’s website to check.

  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.

 

Step 3: Update your bank info in QuickBooks

 

Did you recently update anything on your bank’s website, like your account number, username, or password? If so, update that info in QuickBooks as well:

  1. Go to Transactions, then Bank transactions.
  2. Select the tile for the bank account. Then select the Edit ✎ icon.
  3. Select Edit sign-in info.
  4. Update your info as needed.

 

For more detailed steps of this, you can refer to this article: What to do if you get a bank error or can't download transactions in QuickBooks Online

 

Additionally, here are some articles that you can read to help you learn how to connect your bank and credit card accounts also, learn how to manually upload transactions from your bank or credit card to QuickBooks Online: 

 

 

Fill me in if you need more guidance or you have more questions about connecting bank info and importing banks in QuickBooks Online. I'm always ready to back you up. Take the best care!

L
Lisalynn
February 23, 2024

Hi. I keep getting an error when I try to update or link my NFCU accts...I'm trying to follow the article but there is no "Step 4"...what can I do to import my bank transactions from all of 2023?

L
LouiseG12
February 23, 2024

I appreciate you for following the steps on how to update or link your NFCU accounts, Lisa. I've got some insights to help you link and import your bank transactions into QBO.

 

I'd like to verify: did you receive any error or prompts when you tried to link or update your bank account? If so, you can hover to Step 4 of this article for more details: Fix specific bank errors.

 

Once your bank is connected, the transactions from the last 90 days get downloaded automatically. Since you've mentioned you wanted to import your entries from all of 2023, you need to download a CSV file from the bank's website. 

 

Here's how you can manually import it into QuickBooks:

  1. Go to Transactions, then select Bank transactions 
  2. Select the Link account dropdown, then select Upload from the file.
  3. Click Drag and drop or select files and choose the file you downloaded from your bank. Then, select Continue.
  4. In the QuickBooks account dropdown, select the account you want to upload the transactions into. Then, select Continue.
  5. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.
  6. Select the transactions you like to import. Then select Continue.
  7. Select Yes, then Done

 

You can read this article on how to check the format of the CSV file you got from your bank to upload transactions to QuickBooks.

 

For guidance in reconciling and categorizing your transactions, you can check out these helpful resources:

 

Know that you can always get back to me if you need anything else. I’ll be right here to assist anytime.

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