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SarahD94
April 7, 2022
Question

TD Bank Connection problems - won't connect

  • April 7, 2022
  • 4 replies
  • 0 views

I've been connecting to TD Bank from QB Desktop for well over a year with no issues - until last week. Now I am getting an message that says there is trouble connecting and try again later - I am getting this message both when I try to connect and when I try to Set Up Bank Feed. Help Please! TIA.

4 replies

L
LollyNino_C
April 8, 2022

Let's check what's causing the error when you connect TD Bank in QuickBooks, @SarahD94. 

 

Before we begin, ensure sure you have the most recent version of QuickBooks Desktop for Mac. This will ensure that you have the most up-to-date features and fixes. 

 

Once done updating the software, you need to refresh the financial institution (FI) list.  QuickBooks updates the FI list once a day. Close QuickBooks and reopen it, then try to set up online banking again.

 

If you're getting the same error, download the new FI Directory (FiDir) file. Here's how:

 

  1. Quit QuickBooks.
  2. Open the User\Library\Application Support\QuickBooks\Downloads folder, and keep it in view.
  3. Delete the FIDir.txt and FI.Blueprint.xml files.
  4. Open QuickBooks.
  5. Observe the User\Library\Application Support\QuickBooks\Downloads folder. You should see both FIDir.txt and FI.Blueprint.xml after the Patcher disappears.

if you're still unable to use Direct Connect, make sure that:

 

  • TD Bank supports Direct Connect. You can check your bank’s website or contact them. If not, you can use Web Connect.
  • Your customer ID and password/PIN are correct.
  • You can sign in to your bank’s website outside of QuickBooks. If you can’t sign in, there could be an issue with your bank’s servers.

 

I recommend logging in to your bank's website and checking any messages. Any alerts can block the connection.

 

You can also gather Bank Feeds log files and submit them to your bank for reporting. For resolution, they can use our OFX Connectivity page. Simply write down the case/ticket number. 

 

Let me know if you need additional information by commenting below. I'll be around to help ensure you're able to connect TD bank to QuickBooks.

S
SarahD94Author
April 8, 2022

I spoke with customer service late yesterday and was told there was an investigation into why web connect was no longer working. TD definitely has web connect as I'd been using it for well over a year with no issues until last week. 

If I decide to try updating th FI Directory, where can I find the folder User\Library\Application Support\QuickBooks\Downloads? I looked in numerous locations and searched the C drive and cannot locate it.

Thanks

katherinejoyceO
katherinejoyceO
April 8, 2022

Hello there, @SarahD94.

 

Thanks for joining the Community. I can guide you in locating the download folder in QuickBooks.

 

  1. Close QuickBooks.
  2. Open the User\Library\Application Support\QuickBooks\Downloads folder, and keep it in view.
  3. Delete the FIDir.txt and FI.Blueprint.xml files.
  4. Open QuickBooks.
  5. Observe the User\Library\Application Support\QuickBooks\Downloads folder. 

 

You should see both FIDir.txt and FI.Blueprint.xml after the Patcher disappears. They are replaced with new data after reopening QB.

 

Feel easy to visit us again should you have more concerns. I'll be around to guide you again. 

A
ASCLS-NJ
January 19, 2023

I just fixed this problem, It seems TD Bank no longer is accepting special characters, such as an ampersand. I had to go online to TD Bank and reset my password for my business connection without a special character. I then logged off QB and logged back on to the TD bank connection with my new password. All worked.

W
Willard777
July 31, 2024

I cannot thank you enough for this post. I just followed this process instead of the lengthy suggestions previously suggested and was able to fix my connection problem that I have been experiencing for over a week. Removed my special character and I am back in business! ~ appreciated. 

F
FPChurch
April 11, 2023

I have QB Online with TD Bank - it show the accurate balance with TD when you go to the Manage Bank button.  But on the Bank Transactions page, none of my deposits from this week show up.  I can't line item or categorize anything.

Angelyn_T
Angelyn_T
April 11, 2023

Let's perform some troubleshooting steps to get your week-to-date bank deposits on the Bank Transactions page, @FPChurch. This way, you'll be able to match and categorize them accordingly.

 

Bank maintenance may cause unusual results or missing data while syncing your entries to QuickBooks. You can refresh your bank by doing a manual download to bring your missing and latest available entries.

 

Here's how:

 

  1. Sign in to your account as an admin.
  2. Click on Banking at the left pane, then go to the Banking page.
  3. Tap on Update.

 

After that, the system updates all your connected bank and credit card accounts. The number of transactions in each account tile will increase if QuickBooks downloads new transactions. You can go to the Banking menu again to check for the missing transaction. It's likely in the For Review tab.

 

If you're getting the same result, can you share with me the possible errors or pop-up notifications you've received? This way, I'll be able to check and look into possible investigations on our end. On the other hand, you can perform the following solutions provided in this article to isolate the issue: What to do if you get a bank error or can't download transactions in QuickBooks Online.

 

Alternatively, you may prepare an Excel CSV file for your bank data, then upload them to QuickBooks manually as a workaround. I'm adding these materials as your guide:

 

 

 Thank you for joining the thread today. If you have other QuickBooks or banking concerns in mind, let me know by leaving a comment below. I'm more than happy to help you again. Have a good one!

F
FPChurch
April 11, 2023

When I hit the update button, it updates some of my bank accounts for one bank,  but not any of the accounts at TD Bank.  Truist Bank accounts update fine.

J
Jefferson1
April 14, 2023

I am having the exact same issue with TDBank.

 

Automatic Data Dumps back and forth were so easy and efficient.

 

Suddenly, the whole process has just stopped.  

 

I'm trying to mess around with my Account Customer ID in QB under the Bank Account Chart of Accounts.

 

Now, when I go into Bank Feeds, under the Drop Down Menu for Financial Institutions, TDBank isn't even showing up at all.

 

Help!!!!

 

R
rvrfrf
April 14, 2023

Thanks for getting involved with this thread, Jefferson1. I appreciate your detailed information.

 

An OLSU-1011 error can be caused by the following:
 

  • Problems with your internet connection.
  • Using an unsupported version of QuickBooks.
  • If the file from your bank isn't compatible with QuickBooks.
  • Problems with one or more bank accounts in the company file.
  • A problem with your bank. This could be pending alerts on the account that need to be acknowledged by you, changes to the financial institution's service offering to Web/Direct Connect, an inactive account, problems with their servers, or your bank's info isn't up-to-date on the Financial Institutions Directory (FiDir) in QuickBooks.

 

Before you begin troubleshooting, be sure to:
 

 

In the event you continue encountering a OLSU-1011 error, you'll want to proceed with troubleshooting. You can start by trying to download bank feed transactions into a test company file.

 

Here's how:
 

  1. Open QuickBooks.
  2. In your top menu bar, go to File, then New Company.
  3. Choose Express Start or Start Setup.
  4. Set up Bank Feeds for the affected account.
  5. Try to download your transactions.

 

This helps to identify if there's a problem with the financial institution's servers. In the event you see the same error in your test company file, there may be an issue on the bank's end. You'll want to obtain a copy of your Bank Feeds log files and get in touch with the bank's support team.

 

If you don't encounter the error, your next troubleshooting process will be to check if the file from your bank is compatible. QuickBooks only opens downloaded transactions in a .qbo file extension. In the event your bank uses a different extension, QuickBooks won't be able to open the file.

 

To see if this problem is with your bank or the file type, try to download transactions directly from their website:
 

  1. Sign in to your account on the bank's site outside of QuickBooks.
  2. Locate and download your transactions as a .qbo file.
  3. Import the transactions into your books.

 

In the event you can't open your .qbo file in QuickBooks, there might be a problem with the bank. Be sure to contact their support for help if this is the case. If you can import and view your transactions, you'll want to try refreshing the connection with your bank next.

 

Please feel welcome to send a reply if there's any additional questions. Have a lovely Friday!

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