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wendyhuber14
August 8, 2022
Question

Truist transactions not loading from bank and cannot connect since June. QB said that the issue is fixed, but it is NOT.

  • August 8, 2022
  • 4 replies
  • 0 views
ref  Case Number xxxxxxxxxx. This is complete BS. It's been since June that they cannot pull in transactions. Can someone please provide an explanation????

    4 replies

    C
    ChristieAnn 11
    August 8, 2022

    Hi there, wendyhuber14.

     

    Welcome to the QuickBooks Community. I'll be sharing details on how bank transactions work in QuickBooks Online. Then, ensure you'll be able to see your recent entries by performing some ways as a workaround.

     

    When you first connect your online bank and credit card accounts, QuickBooks Online downloads previous entries up to a certain date. Then, QuickBooks automatically downloads the latest transactions every night.

     

    Since the entries aren't downloading from the bank and haven't been able to connect since June, I recommend manually importing your bank transactions. This way, your entries will upload and be added to your online banking that appears in QBO. 

     

    To start with, you have to know the date of the oldest existing transaction currently in the account to avoid entering duplicates.

     

    Here's how:

     

    1. Go to Bookkeeping or Accounting and choose Chart of accounts.
    2. Find the bank or credit card account you want to upload the transactions into.
    3. Click the View register link.
    4. Find and write down the date of the oldest transaction. Usually, the oldest transaction is the opening balance.

     

    After that, get transactions from your bank. You can open this article to see the steps on how to complete the procedure: Manually upload transactions into QuickBooks Online. This also contains instructions on how to finish the process.

     

    Additionally, it seems you've already contacted our support team. A ticket has been created based on the case number you provided. Rest assured that we have added you to the list of affected users, and you will receive email updates once we resolve the issue. You can also send or reply to them using the existing email to check the status of this matter. You may also reach out to our support again if you need more details about the case and further updates.

     

    Lastly, you may refer to each article below on how you can review downloaded transactions by matching or adding them. Also, how to reconcile your accounts to avoid discrepancies.

     

     

    Don't hesitate to click the Reply button below if you have additional queries about ban transactions in QuickBooks Online. I'm always here to help, wendyhuber14. Have a great day!

    J
    jsco2289
    August 26, 2022

    Why would she want to do it mannually, it works with truist regular bank.... It worked before the merge.  Just need to fix the one it was working with before and change out to truist... https://truist.fdecs.com/eCustService/

     

     

     

      Fiat Lux - ASIA
      Fiat Lux - ASIA
      August 9, 2022

      @wendyhuber14 

      Utilize the trial version of MT Online to isolate the issue. It is designed to import into any bank or credit card in QuickBooks Online, so there is no specific setting needed. If the same error persists, there is still an ongoing problem at your bank or connection.

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

       

      J
      jsco2289
      August 26, 2022

      It is the bank connection, but its on the quickbooks side. They didn't fix the connector after the merge.. https://truist.fdecs.com/eCustService/    ... All truist did was change out suntrust with truist. Lol...

       
       

       

      MaryLandT
      MaryLandT
      August 26, 2022

      I understand how you want transactions from Truist  to be loaded into QuickBooks automatically, jsco2289.

       

      Your bank needs to allow QuickBooks to connect with their new website or URL for you to be able to download transactions from Truist, 

       

      You can also request support for your bank's new website within your QuickBooks Online (QBO) account. Let me guide you on how to do it.

       

      1. Go to the Banking menu.
      2. Select Add account.
      3. From the Connect an account page, enter the new website.
      4. You'll get the message, "Hmm, we can’t find [name of the bank you entered] in our list of supported banks," and you will be presented with helpful tips to try and locate your bank account.
      5. Click the Request support for your bank button.
      6. Enter all the necessary details.
      7. Select Request.

       

      Once Truist is re-linked, all you have to do is to review, categorized, and/or match your transactions with the existing entries in QBO. Please refer to this article for the steps: Categorize and match online bank transactions in QuickBooks Online. 

       

      then, I recommend reconciling your accounts every month. Doing this will ensure transactions recorded in QuickBooks matches with what you have from the actual bank. To learn more about this, you can check out this article: Reconcile an account in QuickBooks Online. It also includes details about editing completed reconciliations.

       

      Get back to me if there's anything else you need. I'll be right here answer your questions.

      J
      jsco2289
      August 26, 2022

      I have the same thing.

       

      I've been doing it manually, not fun.

       

      The website is https://www.truist.com/tbsco or the https://truist.fdecs.com/eCustService/ that it redirects to. It funny how it worked with Suntrust. It could still work, Quickbooks just needs to have the connector replace Suntrust with Truist. I am guess they don't care... I've requested several times to no avail. 

      L
      LeizylM
      January 27, 2023

      Hi there, ak323. 

       

      I can see the urgency of getting Truist to be loaded into QuickBooks as soon as possible. Let me help route you to the support who can properly address your concern

       

      I recommend contacting our Customer Care Team again. Our phone representatives have tools that can access your account and provide fixes immediately. 

       

      Here's how to reach them:

       

      1. Click the Help menu in the upper-right-hand corner. 
      2. Type in "Talk to a human", then press Enter.
      3. Look for I still need a human and click on it.
      4. Click Get help from a human or Contact Support Team.
      5. Select between Send a message, Schedule an appointment, or Get a callback.

       

      Here are some articles that help ensure accounts are matched and accurate. Visit them moving forward for detailed instructions:

       

       

      Drop me a message below with updates on your banking connection concern. I’ll get back to you as soon as I can. Always take care!

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