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anandshah
August 29, 2020
Question

Will connectivity to Kotak Bank resume, it almost three months we are not able to connect and download transactions

  • August 29, 2020
  • 14 replies
  • 0 views
Original commenter did not share additional details

14 replies

GlinetteC
August 29, 2020

Not to worry, I'll help you get those Kotak transactions in without a moment's delay, anandshah.

 

The investigation with Kotak bank was closed and resolved. You'll want to check with Kotak bank to see if they have system maintenance. That's one of the reasons why we experience connection issues. 

 

You may also consider updating your bank on the banking page manually to refresh the connection between QBO and your financial institution. Here's how:

 

  1. From the Banking tab, select Banking.
  2. Click the Update button.

If you're still getting the same issue, I recommend reaching out to our Support Team. This way, our live agent can check and re-investigate this further. Here's how to contact them:

 

  1. Open this link: https://help.quickbooks.intuit.com/en_IN/contact.
  2. Click on Banking, then Connect bank account.
  3. Choose a way to connect with support under the Here's how to connect with a QuickBooks expert about "B..."

In the meantime, you can download your transactions in a WebConnect file and upload them to QuickBooks. 

 

You can always visit us here if you have any other concerns. I'm here to help. Keep safe!

anandshahAuthor
August 29, 2020

We just received a mail from you informing it is resolved, please have things checked at your end, it is NOT RESOLVED and is known to your customer care, technical and banking teams

you can also refer to case id [removed] and mail sent by mr mohammadsaeed

We have checked yesterday also on chat with customer care, they have no clue

Please note, since last almost three months now we have been manually been updating the Kotak bank details for all our 6 accounts.

Kotak connectivity is not solved, the banks website is ok, we were also informed that it is stuck in some approvals between QB and Kotak.

please do the needful 

Rea_M
August 29, 2020

I appreciate the update you've provided about Kotak Bank connectivity to QuickBooks Online (QBO), @anandshah. With this, I can guide you in the right direction to help resolve the said issue. This way, you'll be able to get back on track in no time.

 

Yes, we've received an update that the connectivity issue between Kotak Bank and QBO is already resolved. However, since you're still unable to connect and download your transactions, I'd recommend contacting our Customer Care team again. They can forward your concern to our banking engineers for further investigation. Here's how:

  1. Log in to your QuickBooks Online (QBO) account.
  2. Go to the Help menu.
  3. Select Contact us.
  4. Follow the on-screen instructions to connect with our live support.

 

Meanwhile, you're already on the right track in manually updating your six Kotak accounts. If you wish to learn more about the importing process, you can check out this article: Upload transactions into QuickBooks Online. It also contains instructions about reconciling your account to keep it accurate and free of errors.

 

Once resolved, you can categorise and match your Kotak transactions to the existing entries in QBO. Just go to the Banking menu's For Review tab to complete this process. This way, you can keep your books accurate.

 

Please let me know if you have other concerns.I'm just around to help. Take care always.

 

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