Bank update problems with Canadian Western Bank

Have you tried opening your QBO account on private/incognito browser?

Hi dougahorner2015,

I'm glad to see you reaching out to Community.  Welcome!  Having the ability to update your transactions is key for your daily bookkeeping needs.  QuickBooks Online is currently experiencing connectivity issues with Canadian Western Bank, for which our Development Team is investigating.  This has been prioritized and we hope to have it resolved as soon as possible.  In the interim, I'd be happy to assist you with manually uploading the transactions.

I recommend reviewing the Account History in the Chart of Accounts to record the date and amount of the last uploaded transaction.  This prevents duplicate entries when manually uploading.

Next, log into your bank's website and download the file in csv format.  Be sure to set the date in accordance to the one you've recorded in the previous step.  Once you've downloaded the file you'll need to map the information.  Essentially, you want 4-columns, Date, Description, Spent and Received.  Save the spreadsheet and then follow these steps to upload it into QuickBooks Online:

1. From the left menu open Banking or Transactions and select the Banking tab

2. Choose the account you're uploading the transactions into by clicking on the blue tile

3. From the ▼ dropdown arrow beside Link account hit Upload from file

4. Browse and select the csv file you downloaded from your bank, then click Next

5. From the Account ▼ dropdown, choose your account and hit Next

6. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks and hit Next

7. Select the transactions to import and continue through the prompts

8. When you're ready, hit Let's go

That's it!  You're ready to match the transactions.

If there's any duplicate entries, here's how to remove them:

1. From the Review tab, checkmark the box beside all duplicated entries

2. Select Exclude from the tab that appears

Note: To permanently delete the transactions open the Excluded tab, select all items and then hit Delete. This process is irreversible and any transactions deleted in error will need to be recreated manually.

When you're able to continue with automatically updating your transactions, QuickBooks Online will recognize these entries and will proceed from the last transaction and onward.

If you'd like to be notified when the connection to Canadian Western Bank has been restored, please contact us so we can get you setup for email updates.

Schedule a Callback or start a Chat: click the ? in the upper right of QuickBooks Online > enter "Contact support"> choose Contact Us > give a brief description > select Let's Talk > choose Get a callback or Start a Chat.

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Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

If you have any other questions, please feel free to reach back out.  We'd be glad to help!