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334 Jax
February 27, 2024
Question

updating account

  • February 27, 2024
  • 2 replies
  • 0 views

I haven't been able to update my account for many days. this is the error message:
We can’t get transactions from TD Bank-1
Come back in a few hours and update (4009)

2 replies

A
AbegailS_
February 27, 2024

Thank you for contacting us, @334 Jax.

 

Allow me to provide some helpful information on how we can address this issue. Typically, this error message appears when your bank is undergoing system maintenance, experiencing server problems, or undergoing updates. 

 

We can start by refreshing the connection of your bank and QuickBooks Online by manually updating your bank.

 

Here's how:

 

  1. Go to the Banking or Transactions menu.
  2. Select the blue tile for your credit card account.
  3. Click the Update button.
  4. (Optional) Follow the on-screen instructions to complete the process.

If you are still experiencing any issues, you can either sign in to your bank's website or get in touch with a bank representative to ensure everything is fine. 

 

If you download transactions from your bank, you'll need to categorize them to go into the correct accounts. To speed up this process, you can refer to this article: Set up bank rules to categorize online banking transactions in QuickBooks Online.

  

For future reference, you can read this article about reconciling your account in QuickBooks Online regularly or every month to track your income and expense transactions accordingly: Reconcile an account in QuickBooks Online.

 

If you have any questions about your bank transactions in QuickBooks Online, please feel free to click the Reply button below. I am always here to help. Have a great day!

3
334 JaxAuthor
February 29, 2024

Thanks, AbegailS. Unfortunately, I tried clicking the update button and it still doesn't work. I know calling TD bank will not work as I tried talking to them in the past when this occurred it was a waste of time. 

I'm very disappointed in QC as this has been a week now and there has been no progress or communication regarding this pending investigation. 

S
ShangY
March 1, 2024

I understand the impact this is having on your business, @334 Jax.

I want to ensure this issue is addressed timely, so you can download all your transactions from your bank to QuickBooks Online (QBO).
 

For the time being, we have an ongoing issue where customers like you experienced no response from the system, Rest assured that this issue is being taken care of with utmost urgency. Hopefully, you can get back to business and manage transactions in no time.

In keeping with this, I'd recommend contacting our support team again. They can add your account to the list of affected users. This ensures you're in the loop about the investigation's status and its fix. To do this, here's how:

1. Sign in to your QBO company.
2. Go to the Help (?) menu.
3. Select the Search tab.
4. Click the Contact Us button.
5. Enter a brief description of your concern in the What can we help you with? field.
6. Select Continue.
7. Choose a way to connect with us (Send a message/Chat or Get a callback/Callback).
 

Once you've successfully download the transactions, I encourage you to reconcile your accounts in QBO regularly (every month). 
This helps monitor your income and expense transactions and detect any possible errors accordingly.

You may want to check out this article as your reference to guide you in doing and fixing reconciliation in QBO: Learn the reconcile workflow in QuickBooks.

If there's anything else you need or you have other banking concerns and questions about managing transactions in QBO, I'm always ready to help. Stay safe, 334 Jax.

4
4Gal
February 28, 2024

@334 Jax 

Try opening your QBO account on any private/incognito browser. If the same problem persists, use MT Online or one of the converter tools (e.g csv2qbo @ $60 one time license) as a workaround.

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

 

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