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TheatreOffJackson
August 30, 2021
Question

US Bank will not Connect

  • August 30, 2021
  • 6 replies
  • 0 views

We've never been able to connect our US Bank business account to QBO. I was on the phone with QBO help for hours a few different times as well as US Bank to no resolve. US Bank does not support QBO so anything that needs to happen must happen on QBO side. But the QBO help team said the issue is on US Bank's side, so we're stuck.

 

Has anyone else come across this? I see older threads discussing US Bank not syncing but not that it won't work at all.

We'll need to move back to QB Desktop if this cannot be fixed.
Thank you in advance!

Karen from Accounting :)

    6 replies

    J
    jamespaul
    August 30, 2021

    Hello, Karen. 

     

    Thanks for taking the time to check the US Bank's issue on both ours and their side. I'll share some details regarding the connectivity problem. 

     

    We do have a reported issue regarding US Bank's connection. There several users who reported that they can't connect their accounts into QuickBooks Online. Our engineers are now working to resolve this as soon as possible. 

     

    Have you spoken with our support regarding this? If not, you can contact them again so you'll be added to the list of affected users. 

     

    Use the same phone number you've used to call us, or you can use these steps: 

     

    1. Click the Help icon.
    2. On the list of options, select Talk to a human (or type it in the chat box).
    3. When asked, enter something like "Cannot connect US Bank business accounts."
    4. Proceed with I still need a human.
    5. Click the Get help from a human link.
    6. Choose how you want to reach us. 

     

    You'll be receiving an update from our engineers once the issue is fixed. 

     

    In the meantime, you'll want to import your US Bank transactions manually. You can check out the details and the steps from this article: Manually upload transactions into QuickBooks Online. 

     

    When you're done importing those transactions, you can start categorizing or matching them for your books.

     

    I appreciate your patience as we're working to get the US Bank's connection back to normal. If you have any other concerns with your transactions or any processes in QuickBooks, leave your reply on this thread. I'll be here to help you out. 

    T
    TheatreOffJacksonAuthor
    August 31, 2021

    Thank you for letting me know this is an ongoing issue. I have a QBO ticket open from a few months ago so hopefully it's still valid. I'll try calling to ensure it's still is.

    Fiat Lux - ASIA
    Fiat Lux - ASIA
    August 30, 2021

    @TheatreOffJackson 

    Utilize the trial version of SlickConnect 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 an ongoing problem at your bank.

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

     

    T
    TheatreOffJacksonAuthor
    August 31, 2021

    Thank you, I'll look into that.

    T
    trailways
    November 17, 2021

    Im now having the same issue. I was able to connect the accounts again, but nothing loads in the banking tab at all. It just says "all caught up" when its not. And their advice to load them manually does not work either. The csv file i download from US Bank wont work with QB online. I was on the phone with a rep for over an hour trying to get it to upload. She had me send her the csv files and said she would get them formatted correctly so they could be uploaded, but that was two days ago and she has not contacted me. 

    C
    ChristineJoieR
    November 17, 2021

    Hi there, @trailways.

     

    I appreciate you sharing the steps you’ve taken to connect your bank with QuickBooks Online. Let me share some information about the error you met. 

     

    QuickBooks downloads and categorizes bank and credit card transactions for you when you link an account. It inputs the details for you so you don't have to manually enter transactions. Here's what you need to do to get QuickBooks to download transactions again.

     

    Keep your bank information up to date on their website, such as your account number, username, and password. Then, in QuickBooks, update that information as well.

     

    Here’s how:
    1.On the left navigation bar, select Banking
    2.Go to Banking tab
    3.The bank account tile should be selected. Then click on the Edit icon.

     


    4.Tick Edit sign-in info.
    5.Update your info as needed.

     

    Furthermore, you can also check this article for the downloaded transaction in QuickBooks Online.

     

    Thank you for your patience and understanding. Feel free to reach out to me if you need anything else. I’m always here to help.

    sfvaughan
    sfvaughan
    February 16, 2022
    Moving to Desktop will not be a solution. The .qfx file from US Bank is faulty and imports as a liability only (won't sync to a credit card account) so all transactions come in as Journal Entries instead of credit card transactions. It's a huge mess. US Bank is the problem here.
    K
    KFPro
    March 18, 2022

    After 2 years of attempting to make QuickBooks work for me, it never worked properly. I spent countless hours on the phone with customer service and my issue was never resolved. My QuickBooks account was never able to connect to my US Bank account, and transactions were never ever imported properly. After dealing with the ongoing issue and being unable to do my taxes, I finally had to cancel my account and look elsewhere for solutions. 

     

    QB to my knowledge has done nothing to allow US Bank vendors to work properly with their software. If they took action to solve this, I would be a happy QB customer. Instead, I have been disappointed over and over again and spent countless hours of stress and non-working step by step instructions and had to leave. If anyone has experienced this and magically fixed it, please inform us here. Otherwise, QB needs to remove US Bank as a working option.

     

    I have spoken with my bank and they have done everything correct to link to QB, there's even an entire page about it. This issue is on the QB side. 

    Fiat Lux - ASIA
    Fiat Lux - ASIA
    March 19, 2022

    @KFPro 

    Consider to have a 3rd party solution as a workaround.

    J
    JABx3
    November 10, 2022

    The connection seems to be broken again!  Is anyone else experienceing an issue connecting to their US Bank Account through Quickbooks?

      katherinejoyceO
      katherinejoyceO
      November 11, 2022

      Thanks for letting us know about your banking connectivity issue, @JABx3. I've checked our records and couldn't find any similar issues as you have at the moment. 

       

      Sometimes, the connections may seem slow or stuck due to some maintenance issue on the bank’s end. As our initial fix, I'd recommend logging in to your bank’s website to confirm.

       

      Here's how: 

       

      1. Get the URL QuickBooks uses to connect by going to Bookkeeping, select Transactions.
      2. Select Bank transactions, or go to Bank transactions.
      3. Select Link account to get the listed URL.
      4. Search for your bank and select it.
      5. Copy the URL listed for your bank.

       

      After that, sign in to your bank or credit card's website using the copied URL. If you can sign in, that means there isn't a major issue. Next, check the following:

       

      1. Check your account for messages, notifications, or alerts.
      2. Look for any display issues as you navigate the website. These can block QuickBooks from downloading new transactions.
      3. Check your bank’s website for any announcements about new security requirements.

       

      Once done, go back to QuickBooks Banking page, then select Bank transactions and click Update. 

       

      You can also check out this article in case you need some guidance on fixing specific download errors: What to do if you get a bank error or can't download transactions in QuickBooks Online.

       

      Get back to me if you have additional concerns about connected bank and credit card accounts in QB. We're always around to help. 

      J
      JABx3
      November 11, 2022

      Thanks for the reply!  I have been on the phone with support for several hours this week and have tried everything they have recommended...  I finally got in touch with someone at the bank that was able to provide a little bit of support (Even though the bank does not provide support for Quickbooks online)  and was told that the login page I am being directed to is for Wealth Management (Investment accounts) and NOT regular banking accounts.   I have tried every other US Bank option that comes up, and they all route me to the Wealth Management sign-in site...  A manager was supposed to call me back hours ago, but that still hasn't happened... I guess this will roll over to next week and see if it might get resolved then... 

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