Question

PNC Bank Transaction Download - still unable to connect to download transactions for almost a month now. Message keeps saying try again. Anyone else seeing this issue?

Forum|Forum|6 years ago
November 14, 2019
5 replies
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QuickBooks Online

Thanks for posting in the Community page, @PlayaRoundGolf.

Recently, we found an issue with the connection between your financial institution and QuickBooks. Our engineers already investigated the cause of this unexpected behavior. This is the main reason why you’re unable to connect and can’t upload any transactions.

In the meantime, let’s do the manual process on how to upload transactions into QuickBooks Online. I’ll show you how:

Go to Banking.
Click the drop-down button beside Update.
Select File upload.
Click Browse, then select the file to upload.
Hit Upload transaction.

These articles will help you know the whole process in uploading transactions:

Please let me know if you need anything else. I’ll be around to help. Have a good one!

P

PlayaRoundGolfAuthor

Thank you. Yes, I've been doing this each week for almost a month and with 7 checking accounts, it's getting frustrating. Downloaded credit card charges posted as CC-Credits. Not sure why this happened this way. I looked at the file and since there was only one amount, I set the parameters to 1 amount field. Suggestions as how to download credit card charges?

MaryLandT

Hi there, PlayaRoundGolf,

Great job for manually importing transactions to QuickBooks. This is the workaround while our Online Banking Team and your financial institution are working together to fix the error on your bank feeds.

Allow me to step in and provide the solution on how to download credit card charges posted as credits.

QuickBooks lets you import credit card charges from your bank. What you need to do is download them using Excel .CSV file. Then, use either a 3-column or 4-column format.

The 3-column format lets you enter a negative amount for the credit. While 4-column has both a credit and debit field. Here's an article that provides screenshots for your guidance: Import bank transactions using Excel CSV files.

After that, you can then import credit card transactions. To do so, please follow the steps outlined below:

Go to Banking from the left navigation bar.
Click the drop-down arrow beside Update, then select File upload.
Click Browse to attach the downloaded CSV file, then click Next.
From the QuickBooks Account drop-down list, select the credit card account, then click Next.
Map fields according to your CSV format, then click Next.
Click Yes when prompted to import now.
Click Let's go once ready to import them.

Once done, start categorizing those entries on the For Review tab. Feel free to read through this article: Assign, categorize, edit, and add your downloaded banking transactions for more details.

Keep me posted if you need additional information and I'll get back to you.

M

mccrusing

yes and i recieved no help , i wonder what i am paying for

V

vhsboysbaseball

As of date it still doesn't appear to work.

JessT

Hi vhsboysbaseball,

I got news about connecting PNC bank accounts to QuickBooks Online.

Online Banking is such a time-saver, and all we want for our clients is to help you save time so you can focus on your business. However, there are instances that would impair a smooth connection like a bank will change URLs, merge with other banks, change policies, etc.

Some banks also provide online banking feeds per account type, causing confusions to users as to why some of their accounts work fine and others don't.

PNC Financial services is currently using a new connection service called OAuth. We’re working to make this available to QuickBooks yet, and you will receive an email or a notification in QuickBooks when you can switch to it. Please check this article for more details: What's OAuth and what's changing with banking connections.

Right now, please continue to use Web connect (import) as an alternative to keep your books updated.

Rest assured that we're working with to make the new connection available in QuickBooks.

Thank you for posting. Hope I made everything clear for you. You go back to this thread if you have additional questions.

H

Headhunter13

Is the PNC Bank connection still not working? I've tried the CONTACT US function and have asked for a call back a couple of times and haven't received a call back. How else can I speak with someone?

P

pblanken20

Yes, seeing the same problem. Using the manual method but cannot keep this up. I am moving $$$ to another bank that is connected. Just cannot get PNC to connect. I have been down for about 2 weeks and cannot wait longer.

C

Catherine_B

The investigation about the PNC bank not updating has been resolved, pblanken20.

I checked our system and our engineers have fixed the issue and you'll be able to download your bank transactions as expected. We can try manually updating the bank. Then, log out and log back in to refresh the software.

Here's how to manually update:

Go to the Transactions or Banking menu.
Click Banking.
Select the PNC bank.
At the upper-right, click Update.

The update may take a bit longer. No worries, we'll notify once it has fully updated while you're working with other sections in QuickBooks. Once updated log out and log back in. Then, go to the Banking page and use the Filter icon in the For Review tab to set the date range of the transactions that you need.

If you're still experiencing the same thing, I'd recommend getting in touch with us so we can raise this issue again to our engineers. That way, we'll get in touch with your bank and sort things out with them. Check out this article to get the available hours and types of our support team.

Feel free to use these references for more Banking information:

I'll be here if there's anything else that you need help with. You take care and have a good one!

M

marvistaknb

I'm still having a problem linking an account with PNC for the first time. it is giving me a "Partner Oauth" error and then 590 cannot connect at this time try later. whats going on? I've reached out to QBooks and PNC. No Help!!!