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sarascone
February 25, 2022
Question

Updating Transactions Never Completes - Spinning...

  • February 25, 2022
  • 1 reply
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I have tried all of the suggestions on other related threads including incognito browser session, multiple browsers, and multiple computers. I have also checked my bank online and no issues logging in (Wells Fargo BTW). I would appreciate any help. It's been spinning for several hours.

    1 reply

    S
    serenagoldstein
    March 8, 2022

    I am having a similar issue, two accounts both with the same back. The checking account works perfectly.  The savings account suddenly stopped working on 01/01/2022.  The transactions don't import into quickbooks.  

     

    I to called my bank and was assured that this was a quickbooks issue. Which makes sense since again, both accounts are with the same bank. So this is not an issue with the login/password. browser settings, cache/cookies etc.  I have un-linked/re-linked the accounts, gone through multiple calls with customer service and nothing has been resolved. 

     

    The only recommendation I get is to manually enter the transactions. It's been 2 months, I am paying for a service that I can't use.   

    AlexV
    AlexV
    March 8, 2022

    Hi serenagoldstein!


    I appreciate you reaching out to us. Allow me to assist you in importing the bank transactions.


    It's good to know that you contacted your bank to ensure that they don't have any system issues that can result in a connection error. It also seems that you already cleared your cache and use a different and updated browser that can fix any browser error.


    I suggest you reach out to our Support Team again. I understand that you contacted them already. However, please note that they can create a ticket so that our engineers can conduct an investigation since this issue persists.

    1. Click the (?) Help icon and enter Talk to a human (then type it again when prompted).
    2. When asked by the bot, enter "[Bank name] missing transactions".
    3. Select I still need a human, then proceed with Contact us or Get help from a human.
    4. Choose either Chat or Callback.

     

    I added these articles if you need help in reviewing the downloaded transactions and detailed steps on how to reconcile your accounts:


    Continue on posting here if there are other concerns you need help with. Have a great day!

    S
    serenagoldstein
    March 10, 2022

    Hello AlexV

     

    Thank you, I have a ticket numbers 1577698907 and 1577038499. When I called back on the 1st ticket I was informed that the previous agent failed to take any action on it. Hence, the 2nd ticket. 

     

    It would very helpful if we could actually reply back to the status emails or speak with the engineering team rather than having to call or use the chat and have to spend 20+ minutes re-explaining everything.   

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