Question

Why can I not connect my Bank of America account?

Forum|Forum|7 years ago
December 14, 2018
8 replies
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Original commenter did not share additional details

QuickBooks Online

Thanks for bringing this to our attention. I'm here to ensure that you'll be able to connect your Bank of America account with QuickBooks Online.

Did you receive any error message while trying to connect your bank with QuickBooks? If so, we can go ahead and perform some troubleshooting steps to get this sorted out.

Let's start with running a manual update to refresh the connection between your bank and QuickBooks.

Here's how:

From the left menu, select Banking.
On the Banking page, select Update.
If prompted, enter your Multi-Factor Authentication (MFA) credentials and select Continue update.

If the issue persists after running the manual update, please check out this article for more troubleshooting steps: Fix online banking errors in QuickBooks Online.

However, if the same thing happens after performing all of these steps, I'd suggest reaching out to our Customer Care Team. They'll be able to pull up your account in a secure environment and has specialized tools to assist with connectivity.

Also, I'd be best if you can provide the exact error message that you received so I can give you additional resolution.

I'll be on the lookout for your reply and look forward to further assisting you. Wishing you and your business continued success.

L

lydainteractiveAuthor

I've tried everything. Manual refresh, cleared cache, logged-in from different browsers & computers, downloaded & uploaded .QBO file (not a good solution BTW), talked to customer service on both sides—but to no avail. I'm at my limit.

BettyJaneB

Hello @lydainteractive.

I'm grateful that you took the time to provide me with an update on the steps that you've tried.

Since none of these steps worked on your end, the best thing that we can do is to give our Customer Care Team a call. They're able to request account information and work with our banking team to verify what’s causing the issue. This is also to ensure that your account is in a secure space since the Community is a public forum.

Please let me know if I can be of additional assistance. I'll be around to help you out. Thank you.

R

RickyKemph

I've had this same problem for 53 days now! This is unacceptable! What am I paying for?!

Angelyn_T

Hello there, @RickyKemph.

We would like to inform you that this issue has already been reported to our product engineers/developers. As of now they are currently working with your bank to resolve the issue. I'd encourage you to get in touch with our QuickBooks Online Support and have them attach your case to INV-22109 so you'll be added to the list of affected users. Once added, you'll automatically receive an email notification with the latest updates.

To contact support:

Go to: https://help.quickbooks.intuit.com/en_US/contact.
Choose QuickBooks Online.
On the Contact Us page, click a topic.
Click on the Get Phone Number button to see the support number.

Thank you for your patience. Stay in touch if you have any other concerns. Have a good day!

T

tkelly_uk

This depends on the kind of Bank of America online access you have. In general, individuals and small firms use one login mechanism, whereas larger firms will use the system that is fronted by a more sophisticated system called CashPro.

However, if you use CashPro, despite it being more sophisticated overall, you simply cannot sync your accounts to QuickBooks Online. You have to run a particular kind of report that will give you the required data in a .qbo file, and then you have to "manually" import that file. I say "manually" because you have to initiate the import itself, rather than QBO doing it for you. But it is a proper import. You don't have to type stuff in.

I learned this because I myself ran into the same issues and I had the above explained to me directly by CashPro support.

T

Tara10

Sooooo what you're saying is Bank of America will NOT connect with QB desktop no matter what? Because I have IT telling me I have to pay them for an "IT plan" because this type of problem is not "covered" in my "warranty". Soooo now QB doesn't have to provide the service the computer program is suppose to support? Why did I buy the upgrade? The ONLY reason I upgraded was because my downloading capabilities were withdrawn. So now I upgrade and they tell me there are "hidden upgrades from Microsoft" that I don't have and I have to pay $60 to make this program work. This is [removed]

katherinejoyceO

Hi @Tara10,

I want to help make sure that your banking concern will be taken care of as soon as possible.

I checked our records to see if we have reported issues about QuickBooks Desktop connecting with Bank of America, but couldn't find any.

Meanwhile, you can also check out our help article: Fix OL ad OLSU Bank Feeds error in QuickBooks Desktop. It includes common QB Desktop online banking setup and connection errors and its troubleshooting info to resolve the issue.

If you're still unable to connect with your bank, I'd suggest contacting our Customer Care team. They can pull up your account to review the connection between your QBDT account and Bank of America. They can also open an investigation if an issue is found, then add you to the affected users so you can receive updates about its status.

For your other concern, you can always post it here in the Community. Take care!

J

Jason Burns

I have the same issue! I spent 2 hours chatting with someone yesterday! Case #[removed]. I was assured it would be resolved overnight. Here I am, trying to return to Quickbooks and it is still blocking access! I even tried a different team members log in and that still didn't work! This is why we left Quickbooks two years ago, nice to see the same problem exists. Ugh!

N

New User1

I am also having issues with BofA and QBDT linking!

MJoy_D

Thank you for posting, @New User1.

To successfully connect your Bank of America to your QuickBooks Desktop (QBDT) account, make sure to have your QBDT updated to the latest release. Also, you can log in to your online banking account outside QuickBooks.

If you’re able to meet those requirements and still unable to connect your bank, check the error you’re having and follow the steps on how to resolve it by going to the article that was provided by katherinejoyceO: Fix OL and OLSU Bank Feeds errors in QuickBooks Desktop.

Let me know if you require additional information or further clarification in connecting your bank account. I'm always glad to help in any way I can.

2

2013User

I have tried all suggestions and troubleshooting. In the last 3 months I have spent collectively over 50 hours on the phone with both BoA and QBO support. I have been having to update all my accounts manually. I think it is time to say good bye QBO and accept the fact that we are being given the run around on this connectivity to Bank of America issue. We have no one else to blame but ourselves for paying for a service that is not being provided.

I just wish that more information was out there about the LACK of interface and connectivity between QBO and BoA before client's expectations make them spend subscriptions and valuable time trying to fix a KNOWN problem by QuickCrooks Corporate and Support. I want a refund!

S

SarahannC

I wouldn't like to be in that kind of situation, 2013User.

When I review our records here, I've found out that there's an open investigation where customers have a hard time to connect their BoA to QuickBooks. Our banking engineers need to figure out things to know the cause of the issue. They are doing their best to resolve this as much as you do.

Please consider contacting us to add you as one of the affected users. Click the Help icon and select the Contact Us button below. Enter Bank of Account inside the What can we help you with? box. Once done, click the Let's talk button. You can either select Get a callback or Call us.

About the refund, I would recommend sharing this with our specialist as well since I am unable to tell further details about it. Our specialist is the right person who can guide you about this matter.

Please know that I'll continue to assist you if you have more questions to ask.

J

Jason Burns

I reported this in January and it’s almost March and no solution. I cancelled my subscription. How do you let something like connecting with one of the biggest banks in country be unresolved after 7 weeks! Why would I ever trust Quickbooks again? Maybe if you post when this is resolved I’ll consider coming back, but I’ve wasted too much time on this already.

F

fredgladiator

I can connect with my BOFA ACCOUNTS!
I deleted them , to try added again , and still not working!

AlcaeusF

Hello there, @fredgladiator.

Bank of America is now using the service to make online banking more reliable. Please make sure you're the primary user of the account to authorize the connection in QuickBooks bank feeds.

If you're unsure of your user type, I suggest contacting your financial institution for verification. One of them will be able to check your account and determine if your access can perform the process.

If the problem persists, I recommend you perform some of the browser basic troubleshooting. Please start with logging into your QuickBooks Online (QBO) account using a private browser (incognito).

Here are the keyboard shortcut keys:

Press Ctrl + Shift + N (Google Chrome).
Ctrl + Shift + P (Firefox or Internet Explorer).
Control + Option + P (Safari).

Also, can you share with me if there's an error message prompt when adding Bank of America? This way, I'll be able to check if there are any reported issues from other users similar to the problem.

For additional information, I've attached an article about using the OAuth connection according to your bank: What's OAuth and what's changing with banking connections.

Please know that the Community has your back if you need further assistance. It’s a place for you to interact with experts and peers.Wishing you and your business continued success.

M

matt.henterly

I have a QBO client who has been having trouble connecting to his BofA accounts within QBO for over a week now. Attached is an image with the error msg. that he receives. He has Business Advantage checking with BofA which, I understand, allows the user to have a connection to Quickbooks for no additional fees. He also has two BofA credit card accounts along with his checking. As of today, we have had zero success connecting any of his three BofA accounts.