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A
Anonymous
April 1, 2019
Solved

Bank of Scotland account. Quickbooks is not getting the transaction description coming through. This has only been happening for the last month. Anyone else?

  • April 1, 2019
  • 3 replies
  • 0 views
Original commenter did not share additional details
    Best answer by JackS

    so that was April. Now its the end of July.  Yesterday I got a message on QB that Bank of Scotland had made changes and I would need to disconnect the bank account and reconnect it. Nooooooo!

     

    Guess what? - back to the same nonsense as experienced above - it WILL NOT reconnect - the connection times out -  see screenshot.

     

    Come on Quick Books surely you can get tot the bottom of these issues.


    Hello Tinyhouse, 

     

    Please can you try one or more of these and it should resolve this site can't be reached error, 

     

    This site can’t be reached

    partnerauth.platform.intuit.com’s server IP address could not be found.

    DNS_PROBE_FINISHED_NXDOMAIN

    Steps to try make it work

    • Complete an NVRAM reset (contact Apple support or search for the process)

    • Reset the router

    • Use a different network

    • Use a non Apple computer

    3 replies

    R
    Rasa-LilaM
    April 1, 2019

    Welcome aboard to the Intuit Community, Clelland1982.

     

    I want to ensure the transactions' description are also downloaded when adding them to QuickBooks Online.

     

    I’ve checked with my tools and didn’t find any open investigations similar to your concern. You may want to contact your financial institution to check if they’re going through maintenance update.

    In the meantime, you can download transactions from your bank’s website into QuickBooks via  WebConnect feature. Let show you the step by step process.


    To download:

     

    1. Log in to the Bank of Scotland’s website.
    2. Follow the online process to download transactions.
    3. Choose the data you're working on.
    4. Select a supported file type.
      •    Comma-Separated Values (CSV)
      •    QuickBooks Online (QBO)
      •    Microsoft Money (OFX)
      •    Quicken (QFX)

    Please note of the file name and location. Once done, you can start uploading the transactions to QBO.

     

    Here’s how:

     

    1. Go to Banking on the left panel, then select Banking.
    2. Click on the drop-down for Update, and select Upload transactions manually.
    3. On the Upload file page, click on the Browse button and locate the file you’re working on.
    4. Select Open, then click Next.
    5. On the Map CSV columns page, make sure to match the account field to a QuickBooks field.
    6. On the CSV transactions for import page, select the data you want to import.
    7. Click on Next and Let's go!.

    For more in-depth information, you can refer to the How to upload more than 90 days of bank transactions article.

     

    There you go. You should now be able to see the transactions description.


    Let me know how it goes after contacting our support team. I want to make sure this is taken care of. Have a good one.

    A
    Anonymous
    April 2, 2019

    Thanks for the reply.

     

    To clarify, my bank feed is working, it is only the second line of information that has stopped coming through to quickbooks (or the bank reference). This has messed up my many banking rules.

     

    I called my bank today and they said there has been no change to the information that they allow Quickbooks to have. 

     

    Rather than have a "workaround", I would prefer it if the fault was investigated and fixed properly. It feels like there is something new broken each week on Quickbooks and it's really starting to stress me out.

     

    MTD connection not working - Accounting dates dont match error - being investigated for weeks now.

     

    Bank connection broken for 2 weeks, then when working again, only some info coming through.

     

    Cant accept expenses on the iphone app. been like this for a year and no fix found.

     

    Can't even edit my phone number in the settings or it gives me an error.

     

    Not happy with QB at all!

     

      AlcaeusF
      AlcaeusF
      April 2, 2019

      Hello Clelland1982,

       

      I appreciate you for getting back to us and for providing additional clarification about what's going on with your Bank of Scotland account in QuickBooks Online.

       

      I've checked here again to ensure if there's an ongoing issue with the descriptions of the imported bank transactions, but haven't found any reports from other users. Please know that the bank data imported to QuickBooks will depend on the information coming from the Financial Institution.

       

      I recommend checking the information of the transactions through the bank's website and check if there are changes to the descriptions. If none, I recommend reaching out to one of our Support Specialists.

       

      One of them will be able to check this further and perform escalations whenever needed. Please reach them out through these steps:

       

      1. Click the Help option in the upper-right corner.
      2. Click Contact us.
      3. Follow the onscreen instructions.

      For your concern about the QuickBooks Mobile app, we currently have an ongoing issue with accepting transactions via iOS. Our product engineers are working hard to fix this as quickly as possible.

       

      The workaround available that you can use is by logging into your account via the Web browser or changing the time settings on your phone to the 24 hr format. Please also let out Support Specialist know about this for you to be added in the list of affected users.

       

      Please keep in touch with me here should you need any further assistance concerning your bank account and app concern. The Community always has your back.

      KlentB
      KlentB
      March 22, 2020

      Hi there, tinyhouse.

       

      I definitely understand how it can be frustrating to have this feature not working the way it should, so hopefully, we can get this sorted out for you. 

       

      I'd like to have another go at helping through messaging. This way, will be able to pull up your account in a secured session then conduct an investigation to rectify the underlying issue. You can follow the steps below to connect with us:

       

      1. Click the Help icon.
      2. Select Contact Us.
      3. Enter "Connectivity issue" with your bank's name in the description.
      4. Hit the Let's talk button.
      5. Select Start a chat.

      If you need to bring in the latest bank transactions to your QuickBooks account right now, you can follow the article provided by my colleague JessT in uploading the transactions.

       

      Please know that our door is open 24/7 to help you. As always, assistance is just one post away. Stay self and healthy! 

      T
      tinyhouse
      April 9, 2020

      this is still an open issue.  Despite the promises of a lovely Geordie "Customer Success Representative" who promised they would escalate this all the way up and not close it.  She also failed to reply to 4 subsequent emails despite saying she would. That was 23rd March. 

       

      Interestingly all of the Bank of Scotland bank choices (beginning of March there were 3 - Personal accounts/Business accounts and Corporate Beta) have disappeared and there is only one now - it's details are different - just sat Bank of Scotland with a phone number - so someone is obviously working on it!

       

      That said it still gets the same response my end when trying to connect (This site cannot be reached) - see screenshot attached.  Before you offer it again...yes I have successfully manually downloaded bank transactions and reconciled for both my businesses!  But I still want the bank connection back!  ANy update anyone?

        M
        MirriamM
        April 9, 2020

        Hello there, @tinyhouse. I appreciate your input from every angle. 

         

        I understand the hassle that this caused you. I know that this is not the kind of experience you expect us to deliver. And I’d love to help to get this sorted out so you could get back to business. 

         

        Right now, our banking engineers are continually working for a fix, which we don't have an update or specific time-frame.

         

        However, since this issue has already been escalated, I recommend contacting our Customer Support again. You can use your previous ticket or case ID, so you won't have to start all over again.

         

        Moreover, I don’t want to leave you empty-handed, you'll want to visit our Community Help Articles hub in case you need some related articles in managing your account.

         

        Drop me a comment below if there's anything I can help you. It's always my pleasure to assist. Have a great day ahead.

        T
        tinyhouse
        April 10, 2020

        can you please confirm that you did check that this issue is being worked on by the engineers? and that the case ID is still live?

         

        With the greatest respect (and nothing meant personally - I am sure you are all fulfilling your job brief) - but I get the feeling that if Intuit spent as much effort with the palliative and often patronising  efforts of these forum replies - then they would get a lot more "customer success". 

         

        best

         

        Jonathan

          M
          MaryGraceS
          April 10, 2020

          Hi there, tinyhouse. 

           

          I know that you've already contacted us several times, however, Community is a public forum. I would love to check the status of your case, but the security of your account is my top priority. Our Support Team has access and tools unavailable to me so that your information is kept secure and private.

           

          I'd advise to contact us again to check your account and help you with making sure your information is safe and in place. If you have a case number, that would help streamline the process. Your case number has the previous agent's notes according to what happened to your issue. This way, you won't be repeating yourself.

           

          I've also attached an article you can use to categorise downloaded transactions: Add and Match Downloaded Bank Transactions.

           

          Let us know if you have any other concerns. We're here to help.

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