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SuzanaH
January 29, 2021
Question

TD Bank Credit Card integration not working since October 2020. When it will start working again?

  • January 29, 2021
  • 4 replies
  • 0 views
TD Bank Credit Card integration not working since October 2020. Will the integration between TD Bank credit card and QuickBooks will be working again?

    4 replies

    M
    Maybelle_S
    January 29, 2021

    Glad to see you here in the Community, @SuzanaH.

     

    I've conducted research and checked with our engineering team and haven't found any similar issues you've encounter. Though, there are a few possible reasons why you can't connect to the bank:  

     

    •  The bank is performing system maintenance
    • There are notifications on your bank’s website that need your attention
    • The bank may not be a participating bank. You can contact the bank to request they establish a relationship with Intuit

     

    This way, I'd suggest going to your bank's website and sign in to confirm one of the scenarios above. Also, you can contact your bank to verify if they have ongoing connection maintenance or site changes with Online Banking.  

      

    Once verified, you can then connect your bank with QuickBooks. Here's how:  

     

    1. Go to the Banking menu. 
    2. Click Add Account. 
    3. Search your bank or use the correct URL when you log in to your bank's website.  
    4. Enter your bank's username and password. 
    5. Choose the type of account.
    6. Select how far back you want to download bank transactions.
    7. Click Connect.

    You can also read through this article for the detailed steps: Connect and add bank and credit card accounts to QuickBooks Online.  

     

     

    Once you've successfully connected your bank, QuickBooks automatically downloads your transactions. You can check out this article for the complete information: Match and categorize bank transactions in QuickBooks Online.

     

    Stay in touch with us if you have other questions. I'm more than happy to help. Take care!

    L
    LupitaV
    March 25, 2021

    I am having the same issue. The TD credit card transactions are not dowloading, but it shows as it was connected but it is not updating. It says updated moments ago but  there are no transactions downloaded when I know there are. I have been having this issue since February 2021

    J
    JonpriL
    March 26, 2021

    I wish I could make it better, @LupitaV.

     

    Currently, we have an on-going issue where users, like you, have seen no downloaded transactions after updating online banking with TD Bank and Credit Card. Rest assured that we've already informed our engineering team and they're in all hands working to fix this as soon as possible.

     

    With this, I'd recommend contacting our Customer Care Support as a workaround is not yet provided. With their tools, one of our specialists can pull up your account on file and add it to the list of affected users. To do so:

    1. Go to Help.
    2. Select Contact Us.
    3. Enter No transactions are downloaded with TB bank and credit card in the What can we help you with? field.
    4. Click Continue.
    5. Choose a channel where you wish to connect with our dedicated support.

    In addition, here's an article you can read to learn more about the types and available specialists we have: Contact QuickBooks products and services Support.

     

    Lastly, I've also included this reference for a compilation of articles you can use while working with us: Banking with QuickBooks Online.

     

    We appreciate your patience as we're working on this. Please let me know in the comments if you have any other questions. Stay safe!

    Fiat Lux - ASIA
    Fiat Lux - ASIA
    January 30, 2021

    @SuzanaH 

    If your bank supports SlickConnect, utilize the trial period of it to isolate the issue. 

    https://www.moneythumb.com/?ref=110

     

    J
    JA-Popinska
    December 13, 2021

    Still broken and it's almost 2022

    C
    Catherine_B
    December 13, 2021

    I know how convenient it is to get your bank linked to QuickBooks, JA-Popinska.

     

    The investigations mentioned by my colleagues are already closed. Since you're still experiencing the same thing, I suggest reaching out to our Phone Support Team so they can check your setup. Here's how to contact us: 

     

    1. Go to the Help icon. 
    2. Click Contact Us. 
    3. Type in your question something like unable to update or get transactions from TD Bank Credit Card.
    4. Click Let's talk. 
    5. Scroll down and select the best way you'll want to get in touch with us.

    From the workaround given, you can manually upload your bank transactions to QuickBooks to get your books up to date. In case you need help in reviewing your credit card transactions, I suggest checking out this article: Categorize and match online bank transactions.

     

    If you have any other questions with QuickBooks, let me know by hitting the Reply button below. I'll be around to help. 

    P
    Patty6060
    December 29, 2021

    I spoke with 3 reps from QB's support team and none of them could resolve the issue.

    M
    mrdet7
    April 4, 2022

    This still doesn't work? I had the credit card connected, but TD changed from having an independent site that managed credit cards, to a combined login that gives you the choice of managing the bank account or the credit card under a single login. Now quickbooks can't find the credit card account, only the checking account(s). Please help get this straightened out?

    G
    Giovann_G
    April 4, 2022

    This isn't the experience we want you to have, mrdet7.

     

    The investigation on connecting TD bank and the credit card account has already been closed and resolved. We are aware that TD bank changes the process that allows you to manage your bank and credit card account with a single login. 

     

    QuickBooks depends only on the data provided by your financial institution. It's possible that your bank somehow doesn't allow QuickBooks to connect your credit card account, so just your checking account is displayed.

     

    I suggest reaching out to your bank to request or establish a connection to your credit card account. If everything goes well with your bank, ensure to select the correct bank name when connecting the account.

     

    In the meantime, you may consider manually uploading your credit card transaction in QuickBooks Online. I'll show you how.

     

    1. Sign in to your bank or credit card website.
    2. Follow your bank institution to get or download CSV files of transactions.
    3. Once you're done downloading the CSV file, log in to QuickBooks Online and go to the Banking menu.
    4. Hit the Upload transactions button.
    5. Click Browse, then choose the file you downloaded from your bank.
    6. Select the account you want to upload the transactions into from the QuickBooks account ▼ drop-down menu, then select Next.
    7. Follow the on-screen instructions, then click Next.
    8. When you’re ready, hit Let's go.

     

    Once transactions are in QuickBooks, you can start matching and categorizing them to ensure they are placed in the correct accounts.

     

    Stay in touch with us if you need further assistance with bank feeds. The Community and I will be here to help you.

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