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K
KT9160
March 15, 2024
Question

Unable to Download Bank Feed with Direct Connect - Quickbooks Mac Desktop 2024

  • March 15, 2024
  • 5 replies
  • 0 views

Hi All,

 

I'm hoping to get some help with my current bank feed issues. I recently purchased the Quickbooks Desktop 2024 Mac Edition after being told that my 2021 version will no longer work properly after May 2024. After the purchase I proceeded to install and upgrade all of my files to the 2024 version. Initially after I upgraded the files, the download bank feed feature worked just fine, but it stopped working when I swapped to a different account to try to download the feed. Now nothing will download and the message I'm getting is "There were problems with the account(s) at your financial institution."

 

I spoke to my bank (Chase Bank) and they found no issues on their end. Additionally I reopened my 2021 file and tried to do the download and it WORKED. So it seems like the issue is with he 2024 version. 

 

I have also tried to disconnect the accounts from the bank feed and reapplying the connection, but it wont reconnect. When I try to reapply the connection, it just says all my accounts have already been connected.

 

Im super unhappy about all this as I was told I had to upgrade to 2024 which cost a WOOPING $640 annually and after upgrading I can only find errors and bugs in this newer version.

 

Has anyone else experienced this and if so if you have any fixes please let me know. 

    5 replies

    MariaSoledadG
    MariaSoledadG
    March 15, 2024

    Let's fix your bank feed issues so you can start working with QuickBooks, KT9160.

     

    You'll have to make sure the financial institution list is up-to-date for the bank feeds to download. If it's not downloading, follow the steps below:

     

    1. Go to File, then Close Company.
    2. Press both the Command button and the number 1 on your keyboard to display the Product Information window.
    3. Select the Logging tab, then select Delete FiDir.
    4. Close and reopen QuickBooks.
    5. Open your company file, then go to Banking, then Online Banking Setup to try and reconnect to your account.

     

    If this doesn’t fix the issue, proceed with these steps:

     

    1. Go to File and select New Company.
    2. Create a name for the test file, then Save.
    3. Complete the Create New Company wizard, then select Finish.
    4. Add the account that was experiencing issues to the Chart of Accounts.
    5. Set up Online Banking for that account.
    6. Select Download transactions.

     

    If the download fails in the new file, then there's an issue on your bank’s servers. To get more information on how you'll resolve your banking issue, check out this article for more information: Fix Online Banking Issues in QuickBooks Desktop for Mac.

     

    On top of that, QuickBooks tries to match the transactions you download with similar entries in your register. To learn more about this, read this article for details: Add and Match Transactions in QuickBooks Desktop for Mac.

     

    Let me know if there's anything else that you need help with about bank feeds. I'm always right here to help you anytime. 

    K
    KT9160Author
    March 16, 2024

    I followed your direction to delete the FiDir log but still resulted in the same message. Then i went to delete the FiDir log file again and disconnected all accounts and tried to reconnect it, but i get the same message that all accounts have already been connected.

     

    When i created a new test file and set up the bank account, the banking feed works perfectly and i am able to download all transactions for all accounts.

     

    Like I mentioned above, I have the previous 2021 version as well and the bank feed works fine when i swap back to that version. This is only happening with the 2024 version after the company file conversion.

    4
    4Gal
    March 16, 2024

    @KT9160 

    Install the trial version of QB Desktop 2022 and 2023 to isolate the problem. Did you encounter the same error message?

    K
    KT9160Author
    March 16, 2024

    Hi 4Gal. I didn't try 2022 or 2023, but since i have 2021 and the feed works fine in that version, I don't believe its my bank's fault. There is something wrong with the 2024 file after conversion.

    4
    4Gal
    March 16, 2024

    @IntuitBrooks 

    Is this another bug in QBD 2024? Looking forward to your valuable insights as always.

    T
    TF007
    April 7, 2024

    same issue and I've tried all recommendations and no fix. paid $650 for what?

      I
      Irene R
      April 7, 2024

      Hi there, TF007.

       

      We assure you that we don't want this kind of experience you're having while using QuickBooks Desktop Mac. Let me help you by guiding you to our live support team. 

       

      As you've mentioned above that you have tried all the recommendations suggested by my colleagues in getting your bank transactions, I recommend contacting our QBDT Mac live support team. They can discuss and guide you in finding an adequate solution to this matter. 

       

      Here's how:

       

      1. Open your QuickBooks Desktop.
      2. Go to Help, then choose QuickBooks Help.
      3. Click on Contact Us.
      4. Provide a brief description of the problem, then press Continue.
      5. Log in to your Intuit account, select Continue, and then Continue with my account.
      6. Type in the single-use code sent to you, then select Continue.
      7. Choose to chat with us or Have us call you.

       

      Furthermore, you can start reconciling your account if you have gotten your transactions. You can read this article to know more about it: Reconcile account in QuickBooks for Mac.

       

      Let me know if you have additional inquiries regarding your bank transactions in your QBDT Mac. I'll be here to answer them as soon as possible. 

      K
      KT9160Author
      April 8, 2024

      @Irene R I have contacted QB troubleshooting and your teams multiple times but all I get is the same generic troubleshooting answers. Then when I post on this forum you guys just respond with the same  generic responses. This problem we're experiencing is not exclusive to us and it appears many users are reporting the same issue. Its not a chase issue but a Intuit issue.

      C
      CStrt
      April 11, 2024

      I have the SAME issue, with QB for Mac 2022 version. It had all been working fine, then randomly a couple of Chase accounts (we have multiple Chase credit card accounts) stopped downloading.  I have been manually downloading.  One of the accounts did not work at all so we disabled Online banking, and now we cannot even MANUALLY import the QBO files because it is not associated with any account, AND WE CANNOT LINK IT TO CHASE because Quickbooks says it is ALREADY linked. 

       

      But it is not!

       

      I do not have time to manually enter all these transactions!  This started in January. I have three months of transactions I can't upload.  

       

      Please immediately provide a fix.

       

      R
      RhoiceW
      April 11, 2024

      I appreciate the steps you took to get past the issue with your bank transactions, CStrt. I can provide you with updates regarding this ongoing investigation.

       

      As per checking on our list, there's an ongoing investigation and no specific updates yet. Although there are no updates yet, I recommend contacting our QuickBooks Desktop Mac support team for you to be added to the list of affected users and receive updates on the issue via email.

      Here's how:
       

      1. Open QuickBooks Desktop.
      2. Go to Help, then select QuickBooks Help.
      3. Click Contact Us.
      4. Provide a brief description of the problem, then select Continue.
      5. Sign in to your Intuit account, select Continue, and then Continue with my account.
      6. Enter the single-use code sent to you, then click Continue.
      7. Choose to chat with us or Have us call you.
         

      You can contact us from Mondays to Fridays, 6 AM to 6 PM PT.

      While waiting, you can manually import your bank transaction into your QuickBooks Desktop.

      Additionally, you can run a report to see what's going on in your business.

      Comment or reply if you have further concerns about your bank transactions or any QuickBooks-related concerns. I'm always here to help.

      H
      Howland
      July 25, 2024

      I downloaded the update that was available and retried my bank feed - still NO transactions being populated.

      I
      I used to have an invoices sho
      July 25, 2024

      I recognize how the bank feed issue has affected your business tasks, Howland. Let me discuss some information on how to handle this.

       

      Given that you've performed the initial troubleshooting, we need to verify if there's any error code when you download transactions from your bank.

       

      In addition, to address your concern further, I recommend contacting our Customer Support Team for additional assistance with the next troubleshooting procedure.

       

      To contact our Customer Support Team, please follow these steps:

       

      1. Open QuickBooks.
      2. Go to Help, then click QuickBooks Desktop Help/Contact Us.
      3. Select Contact Us.
      4. Give a brief description of your issue, then click Continue.
      5. Sign in to your Intuit account, click Continue, and then Continue with my account.
        • If you don't already have an account, select Create a new account.
      6. We'll email you a single-use code. Enter your code and click Continue.
        • If you have more than one account, select the account you want to use and then Continue.
      7. Choose to chat with us or Have us call you.

       

      The support hours for Plus, Premier Plus, and Desktop for Mac are Monday to Friday, 6 AM to 6 PM, and Saturdays 6 AM to 3 PM, while for Enterprise, support is available anytime, any day. Please refer to the outlined article, which includes the direct phone number for QuickBooks Desktop support.

       

      In the meantime, you may refer to this article to manually download and import your bank transactions in QuickBooks: Download bank transactions in QuickBooks Desktop for Mac.

       

      Please tag my name in your reply on the Community forum for further inquiries about bank feeds-related concerns in QuickBooks Desktop for Mac. I'm more than willing to assist you further. Have a pleasant day!

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