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February 10, 2021
Question

Seems the bank feeds aren't working. Again

  • February 10, 2021
  • 7 replies
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7 replies

MaryLurleenM
February 10, 2021

Did you encounter a specific bak error, ajg192?

 

If downloads seem stuck, or you want the latest available transactions, do a manual download:

  1. Go to the Banking menu or Transactions menu.
  2. Go to the Banking tab.
  3. Select Update.

Furthermore, you'll want to check your bank's website to see if you need the following:

  • Check your account for messages, notifications, or alerts.
  • Look for any display issues as you navigate the website. These can block QuickBooks from downloading new transactions.
  • Check your bank’s website for any announcements about new security requirements.

Follow the links to fix specific download errors:

Let me know how it goes, I'd love to help you more.

ajg192Author
February 10, 2021

Thank you, I've done the manual update quite a few times. Does a quick spin and says "you're all caught up!". No error message, just no update. US Bank website is functioning as it should.

February 10, 2021

Same issue. Just wasted an hour of  my life with online support that did nothing.

BettyJaneB
February 10, 2021

Hello there, @ajg192 and iggy097.

 

I appreciate your efforts in trying some steps to get this banking issue sorted out.

 

I'd like to make sure that we're on the same page so I can give you the right amount of information. May I know what specific financial institution are you having issues with? Any further details are much appreciated.

 

On the other hand, you can try checking your bank's website as suggested above to see if there are issues on your bank's end that may hinder the transactions from downloading. 

 

Please see the link attached for complete details on what are information that you need to check: Learn what to do if you see error messages or don't see recently downloaded bank transactions.

 

If the same thing happens, I recommend reaching out to your financial institution to verify if they have ongoing system maintenance that may lead to this problem. This is because QBO is dependent on the transactions that they transmit in the system.

 

For now, to get your work done, you may manually upload your bank entries into QBO.

 

To do that:

  1. Click Banking from the left navigation panel.
  2. Pick File Upload from the Update drop-down menu or Upload transactions manually if there isn’t any bank connected to QBO.
  3. Select Browse and choose the file you downloaded.
  4. Choose an account from the list, then Next.
  5. Follow the on-screen instructions to map the fields.
  6. Select the transactions to import.
  7. Click Yes.
  8. Hit Let’s go.

For the information and steps on importing these files, see this article: Manually upload transactions into QuickBooks Online.

 

Please keep me posted on how things turn out. I'll be more than happy to share additional help at any time. Keep safe!

February 10, 2021

Bank of America. The bank is fine. I've had it connected for over a year. Just stopped working on 2/7 - credit cards and paypal work fine. 

April 24, 2021

Hi- 

I have Desktop Pro 2021. I closed a bank account at Suncoast Credit Union, and as in the past, disabled bank feeds for the remaining accounts, and then went into the Bank Feeds screen to re-enable the remaining accounts. I've had to do this in the past as otherwise the remaining bank feeds don't work. Reconnecting has always worked. Not this time.

My bank is no longer a selectable option in Step 1 - Bank Feeds. And no way to enter it manually, and not found with any combo of its name. It IS listed as a supported Financial Institution for Webconnect and Direct Connect. Spent almost an hour with Tech Support yesterday afternoon, and was promised a same-day call-back by the next tier up in Tech Support. No callback, and no way to reach anyone today. Help! 

Adrian_A
April 24, 2021

It isn't the kind of experience that we want you to come across, AliceMaria1.

 

Let's check your internet security requirements of the Internet Explorer settings. Let me guide you how:

 

  1. Go to Tools ⚙.
  2. Select Internet options.
  3. Select Advanced, and scroll down to the Security section.
  4. See if you have TLS 1.2 checked. If not, select the box to turn it on.
  5. Select OK.
  6. Exit all open applications on your computer.
  7. Restart your computer, then try to download your transactions.

 

If the same issue persists, let's try downloading the transactions in a test company file. Here's how:

 

  1. From the File menu, select New Company.
  2. Select Express Start or Start Setup.
  3. Set up Bank Feeds for the affected account.
  4. Try try to download the items.

 

If the same thing happen, let's verify the compatibility of your bank with QuickBooks. Here's a reference as your guide: Step 3: Check if the file from your bank is compatible with QuickBooks.

 

Let me know how these steps work on your end. I'll be happy to help you out!

April 24, 2021

Hi- 

I've done all of that. The issue is a glitch on Quickbooks' side. My bank is supported, and I had successfully downloaded transactions as recently as April 9, until I disconnected and tried to reconnect. My bank is not able to be chosen from the Bank Feeds Step 1 screen. It is a supported Financial Institution. I can still download my credit card from the same bank. Quickbooks needs to make my bank selectable on the Bank Feeds Step 1 screen. 

Try it yourself, and you will see the error: 

  • Go into Quickbooks Desktop Pro 2021.
  • Go to the Banking tab at the top of the screen. 
  • Go to Bank Feeds
  • Go to Set Up Bank Feeds for an Account
  • The dialog box opens - Step 1 Find Your Bank. 
  • This is the step where my bank (Suncoast Credit Union) is not selectable. 

To check that the bank is supported:

  • Go to the Banking tab at the top of the screen. 
  • Go to Bank Feeds
  • Go to Participating Financial Institutions
  • Suncoast Credit Union is listed as a supported Financial Institution for webconnect and direct connect. 

 

 

September 7, 2021

Hi,

 

I am experiencing the same issue today.

 

I can not get my bank feeds to update properly, as I get a message to check back later.

 

I am trying to do our bank account reconciliations.

 

A status update on this would be great.

 

Thank you,

 

Matt Bowman

 

Thank you,

 

Matt Bowman

September 7, 2021

Banking feature is my specialty, and I'll gladly show you the way, nctriangle.

I want to make sure that I'm able to get you both back to running your business. To help us resolve the problem, we can perform a manual refresh on your bank account. Here’s what you’ll need to do. You can manually update your bank account to help refresh your bank connection.

Here's how: 
 

  1. Go to Banking at the left menu. This will open the Bank and Cards page. 
  2. Select the account. 
  3. Click Update


Please see steps 2-4 in this article to continue the troubleshootingWhat to do if you get a bank error or can't download transactions in QuickBooks Online.


Additionally, I've also included this article that'll help you manually import your bank transactions and keep your account balance and updated: Manually upload transactions into QuickBooks Online.

In case you'll need assistance in dealing with bank feeds, don't hesitate to get back on this thread. We're always here to help you.
​​​​​​​

September 18, 2021

You know it is your Direct Feed not returning correct information.  Please just tell us when you will have it fixed, this time.

 

It is not the bank.  It is you and your team knows it.

katherinejoyceO
September 18, 2021

Thank you for participating in this forum, @bborders. At the moment, I don't see an active investigation case in our records. 

 

I'd like to know the specific error message you're receiving when trying to update your bank feeds? Any extra information you provide will aid us in refining our study and resolving your concerns.

 

You can also report the problem to our Customer Service team. They can assist you in checking the link between your bank and QuickBooks and request to investigate whenever necessary.

 

Check out the attached link for a complete outline of what information you need to check in case you see error messages or don't see recently downloaded bank transactions

 

I expect to hear from you soon so that I can assist you with your banking concerns. Stay safe!

 

April 18, 2022

Is there a time frame when QBs is going to fix this bank feed issue?

DivinaMercy_N
April 19, 2022

I got here a few ways on how you can resolve the bank feeds issue in QuickBooks Online (QBO), @kennya.

 

Before we proceed in performing the troubleshooting steps, can you tell me the specific bank you're having problems with? This way I can verify if there's a connection problem between your bank and QBO. 

 

In the meantime, you can perform a manual update to refresh the connection and downloads the latest available transactions from your bank. Here's how:

 

  1. In your QBO account, click the Bookkeeping menu.
  2. Then, select Transactions and choose Banking.
  3. From there, look for the account you're having a problem with and click Update.

 

If you're still unable to see the transactions, I suggest checking your bank's website. The problem may be on your bank's end. Let me guide you on how:

 

  1. Log in to your bank's website using the URL from QBO. 
  2. Once signed in, check if there are messages, alerts or notifications that need immediate action
  3. If everything looks fine, go back to your QBO account and update the bank connection. 

 

If the issue persists, you can proceed and follow instructions in Steps 3 and 4 of this article: What to do if you get a bank error or can't download transactions in QuickBooks Online.

 

On the other hand, you may want to manually upload your bank transactions to QBO via CSV files. This is also recommended if ever you want to enter older transactions or if you don't want to connect your bank account to the program.

 

Once the transactions are downloaded, the system will now ask you to review and categorize them to make sure they are allocated to the correct account. In case you want to speed up the review process, you can create bank rules and let the system automatically categorize the entries for you. 

 

I'm always around here in the Community if you want to add some details to your banking concern. I'll keep an eye out for your response. Thanks for dropping by. Have a good one. 

July 29, 2023

Hi,

 

I am running Quickbooks Desktop Pro 2021.  I have a Chase Bank Visa Card set up in Bank Feeds and it was performing perfectly for the past several years.  However, I recently ran into a problem when I attempted to download new transactions; only some of the credit card transactions got downloaded and many did not.  How do I rectify this?  Thanks in advance!

July 29, 2023

A warm welcome to the QuickBooks family, @jwlee

 

Rectifying the missing transactions is important for a business. If you haven't tried the following, you'll want to consider doing them so you can quickly continue your business.

 

To provide a safer and better banking experience, we have upgraded bank feeds. I recommend you refresh your Express Web Connect online banking connection. This helps in reconnecting the bank account's connection to your QuickBooks Desktop.

 

The following accounts require reconnecting:

 

  • Capital One by 4/30/2022
  • Discover by 6/30/2022
  • Chase Bank and these affiliate banks by 9/27/2022 Note: all are now Chase Bank (ALL) – New
    • First USA
    • CardMember Services
    • Bank One
  • Bank of America by 10/11/2022. Note: it is now Bank of America (New)

 

To begin, ensure to back up your company file and upgrade to the most recent release. This way, you can easily restore the file in case you run into errors. After that follow the steps below to isolate the issue:

 

  1. Be ready to switch to Express Web Connect
  2. Disable the bank feed for your account
  3. Set up an account for Bank feeds
  4. Download transactions with Express Web Connect

 

Here's a module you can browse for the detailed steps: Refresh your connection for Express Web Connect online banking.

 

Lastly, I'm adding this helpful article about handling problems with your company file: Fix data damage on your QuickBooks Desktop company file.

 

Keep in touch if you have other concerns with this matter or QuickBooks in general. I'm always ready to back you up. Take the best care!

July 29, 2023

Hi Jamaica,

 

Thanks for the prompt reply.  What do I do with the partial and incomplete transactions that have already been imported to my Quickbooks file?  Do I just leave them or do I need to delete them?  Thanks in advance for your answer.