Skip to main content
C
cg477
January 7, 2023
Question

Bank connected but not downloading

  • January 7, 2023
  • 1 reply
  • 0 views

Quickbooks shows my bank is connected; however, it shows my bank balance as zero and will not download transactions.

 

On the Business overview screen, it states ACCOUNT NEEDS ATTENTION but when i click on the account, it does not give any error message.

 - I have tried to manually update dozens of times.

 - I have disconnected and reconnected the bank account

  - I have used several different browsers, cleared caches, tried incognito mode

 - I have even tried on my phone manually updating, disconnecting and reconnecting the account and still getting nothing.

 - I have even purged my account twice, deleting all the data.

 

I am totally at a loss and about to just cancel my account and move on.

1 reply

S
SarahannC
January 8, 2023

Hello there, cg477Welcome to QuickBooks Community. This isn't the experience I want you to have.

 

 Appreciate you for letting me know that you've tried all the possible troubleshooting steps to fix the banking issue. I understand how important working with your bank data in our program seamlessly. 

 

To isolate this statement "Account needs attention', I recommend logging in to your bank website to check and verify if there are details we need to update. If you haven't tried it, ensure to update or make changes to some of your details, if necessary.

 

Alternatively, we can manually upload your business account data. Log in to your bank website and get your business transactions using a CSV file. Once done, we can follow the steps below to bring them into QuickBooks.

 

  1. Go to the Bookkeeping or Transactions menu.
  2. Within the Banking tab, click Upload transactions.
  3. Select Drag and drop or select files and select the file you downloaded from your bank. Then select Continue.
  4. In the QuickBooks account ▼  dropdown, select the account. Then select Continue.

 

If it persists please let me know the bank's name. This helps me determine your issue and check what's going on with your bank system. Then, ensure to provide an accurate solution to your concern.

 

I've gathered additional resources about handling bank transactions:

 

 

Please let me know if you have more concerns about bank accounts and transactions. I'll be around whenever you need help. Take care and stay safe.

C
cg477Author
January 9, 2023

We had also logged into our bank several times checking to see if there were any errors or security issues and found nothing. 

Arvest bank in Arkansas is the bank

F
FateCandylaneT
January 9, 2023

Thanks for getting back to this thread, @cg477. Let me share some information about your banking transactions in QuickBooks Online (QBO).

 

I appreciate you for following up and doing all the possible troubleshooting steps to resolve the banking issue. Please know that this isn't the experience we want you to have. 

 

As I've checked my resources, there are no reported cases relating to your concern. Thus, I suggest contacting our Customer Care Team. Doing so will allow them to pull up your account in a secure environment, conduct further research, and create an investigation ticket if necessary.

 

Here's how:

  1. In your QBO account, click Help.
  2. Click the Search tab, and click Contact Us.
  3. Enter the error message in the description box, and select Continue.
  4. Start a chat with a support expert.

 

In the meantime, you can download your transactions from your financial institution and manually upload them in QuickBooks. 

 

Moreover, you can check out this article to guide you if you don't see recently downloaded bank transactions: What to do if you get a bank error or can't download transactions in QuickBooks Online. Also, this contains fixes to any banking errors received.

 

You're always welcome to reply below if you have any additional questions about banking transactions. I'd be right, willing to assist you. Have a good one!

Terms & ConditionsAccessibility statement