Thank you, I've done the manual update quite a few times. Does a quick spin and says "you're all caught up!". No error message, just no update. US Bank website is functioning as it should.
I appreciate your efforts in trying some steps to get this banking issue sorted out.
I'd like to make sure that we're on the same page so I can give you the right amount of information. May I know what specific financial institution are you having issues with? Any further details are much appreciated.
On the other hand, you can try checking your bank's website as suggested above to see if there are issues on your bank's end that may hinder the transactions from downloading.
If the same thing happens, I recommend reaching out to your financial institution to verify if they have ongoing system maintenance that may lead to this problem. This is because QBO is dependent on the transactions that they transmit in the system.
For now, to get your work done, you may manually upload your bank entries into QBO.
To do that:
Click Banking from the left navigation panel.
Pick File Upload from the Update drop-down menu or Upload transactions manually if there isn’t any bank connected to QBO.
Select Browse and choose the file you downloaded.
Choose an account from the list, then Next.
Follow the on-screen instructions to map the fields.
I have Desktop Pro 2021. I closed a bank account at Suncoast Credit Union, and as in the past, disabled bank feeds for the remaining accounts, and then went into the Bank Feeds screen to re-enable the remaining accounts. I've had to do this in the past as otherwise the remaining bank feeds don't work. Reconnecting has always worked. Not this time.
My bank is no longer a selectable option in Step 1 - Bank Feeds. And no way to enter it manually, and not found with any combo of its name. It IS listed as a supported Financial Institution for Webconnect and Direct Connect. Spent almost an hour with Tech Support yesterday afternoon, and was promised a same-day call-back by the next tier up in Tech Support. No callback, and no way to reach anyone today. Help!
I've done all of that. The issue is a glitch on Quickbooks' side. My bank is supported, and I had successfully downloaded transactions as recently as April 9, until I disconnected and tried to reconnect. My bank is not able to be chosen from the Bank Feeds Step 1 screen. It is a supported Financial Institution. I can still download my credit card from the same bank. Quickbooks needs to make my bank selectable on the Bank Feeds Step 1 screen.
Try it yourself, and you will see the error:
Go into Quickbooks Desktop Pro 2021.
Go to the Banking tab at the top of the screen.
Go to Bank Feeds
Go to Set Up Bank Feeds for an Account
The dialog box opens - Step 1 Find Your Bank.
This is the step where my bank (Suncoast Credit Union) is not selectable.
To check that the bank is supported:
Go to the Banking tab at the top of the screen.
Go to Bank Feeds
Go to Participating Financial Institutions
Suncoast Credit Union is listed as a supported Financial Institution for webconnect and direct connect.
Banking feature is my specialty, and I'll gladly show you the way, nctriangle.
I want to make sure that I'm able to get you both back to running your business. To help us resolve the problem, we can perform a manual refresh on your bank account. Here’s what you’ll need to do. You can manually update your bank account to help refresh your bank connection.
Here's how:
Go to Banking at the left menu. This will open the Bank and Cards page.
Thank you for participating in this forum, @bborders. At the moment, I don't see an active investigation case in our records.
I'd like to know the specific error message you're receiving when trying to update your bank feeds? Any extra information you provide will aid us in refining our study and resolving your concerns.
You can also report the problem to our Customer Service team. They can assist you in checking the link between your bank and QuickBooks and request to investigate whenever necessary.
I got here a few ways on how you can resolve the bank feeds issue in QuickBooks Online (QBO), @kennya.
Before we proceed in performing the troubleshooting steps, can you tell me the specific bank you're having problems with? This way I can verify if there's a connection problem between your bank and QBO.
In the meantime, you can perform a manual update to refresh the connection and downloads the latest available transactions from your bank. Here's how:
In your QBO account, click the Bookkeeping menu.
Then, select Transactions and choose Banking.
From there, look for the account you're having a problem with and click Update.
If you're still unable to see the transactions, I suggest checking your bank's website. The problem may be on your bank's end. Let me guide you on how:
On the other hand, you may want to manually upload your bank transactions to QBO via CSV files. This is also recommended if ever you want to enter older transactions or if you don't want to connect your bank account to the program.
Once the transactions are downloaded, the system will now ask you to review and categorize them to make sure they are allocated to the correct account. In case you want to speed up the review process, you can create bank rules and let the system automatically categorize the entries for you.
I'm always around here in the Community if you want to add some details to your banking concern. I'll keep an eye out for your response. Thanks for dropping by. Have a good one.
I am running Quickbooks Desktop Pro 2021. I have a Chase Bank Visa Card set up in Bank Feeds and it was performing perfectly for the past several years. However, I recently ran into a problem when I attempted to download new transactions; only some of the credit card transactions got downloaded and many did not. How do I rectify this? Thanks in advance!
Rectifying the missing transactions is important for a business. If you haven't tried the following, you'll want to consider doing them so you can quickly continue your business.
To provide a safer and better banking experience, we have upgraded bank feeds. I recommend you refresh your Express Web Connect online banking connection. This helps in reconnecting the bank account's connection to your QuickBooks Desktop.
The following accounts require reconnecting:
Capital One by 4/30/2022
Discover by 6/30/2022
Chase Bank and these affiliate banks by 9/27/2022 Note: all are now Chase Bank (ALL) – New
First USA
CardMember Services
Bank One
Bank of America by 10/11/2022. Note: it is now Bank of America (New)
To begin, ensure to back up your company file and upgrade to the most recent release. This way, you can easily restore the file in case you run into errors. After that follow the steps below to isolate the issue:
Thanks for the prompt reply. What do I do with the partial and incomplete transactions that have already been imported to my Quickbooks file? Do I just leave them or do I need to delete them? Thanks in advance for your answer.
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