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A
Annie3
February 13, 2024
Question

Is anyone else having issues getting the TD bank statements to automatically download into QBO?

  • February 13, 2024
  • 1 reply
  • 0 views

TD bankfeed is updating and working fine.

However, when I am in the reconcile screen and click on view statements, no statements are downloaded.  I click the "Update" icon on the bank statement screen and nothing is downloaded.

I have tried incognito / clearing cache etc., but have not gotten any statements since Nov 5/23

 

1 reply

T
Trish_T
February 13, 2024

Hi Annie3,

 

Thanks for reaching out to us here.  QuickBooks Online provides the option to upload your bank statements, so you can reconcile your accounts with confidence.  However, the issue you've described has also been reported by other customers.  I suggest contacting our Customer Care team outside of Community.  They will be happy to add you to the list of affected users, so you'll receive an email notification when it's been resolved.

 

If you have any other questions, feel free to reach out.  We would be happy to help!

A
Annie3Author
February 13, 2024

I have reached out to the customer care team.  They have stated that since no one else is having problems with this issue that I will need to take screen shots in QBO and send them in.  I also have to have my client get on their banking page and take screen shots and send them in through a special portal.  We need to somehow coordinate with each other, as once one of us uploads to the special portal, it somehow closes the case and there is a risk of our file being closed due to incomplete information.  All the extra work is required as apparently this is the only account experiencing difficulty with downloading bank statements.

I have searched for this issue  here in the community, but all the links I click on have a red message that states, "the message I am trying to access is not available".

So - just  curious if I am the only account that has issues with this item. I have had this problem since Nov 5/23.  Is no one else experiencing this issue?

J
JamesM4
February 13, 2024

Hello Annie3. It's important you get the resolution you need ASAP. That said, I recommend following the instructions provided by our customer support team so the issue can be fixed in a timely manner. Have you tried accessing the portal using a private/incognito browser window? Doing this helps bypass browser-related issues that may be causing the issue you've described about the portal. 

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