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J
joby
July 22, 2020
Question

My bank account hasnt reconciled / connected for a month now and Im getting no answer from the support team at all. Anyone else having the same issues?

  • July 22, 2020
  • 1 reply
  • 1 view
No text available

1 reply

C
Catherine_B
Level 9
July 22, 2020

It's nice to see you in the Community, joby.

 

Before we start troubleshooting, I'd like to verify the bank's name and the banking error you were prompted with so I can review it in our system. It will also help me identify if there are similar issues that are still under investigation.

 

Meanwhile, we can manually update your bank to refresh the connection. Let me show you how:

  1. Log in to QuickBooks Online.
  2. From the Transactions or Banking menu, select Banking.
  3. Select the bank to update and then click Update Now.
  4. If asked, enter your Multi-Factor Authentication (MFA) credentials. Then select Continue update.

The update can take a few minutes. The system will notify you after the update gets the latest transactions. Meantime, we can manually upload your transactions into QuickBooks if the same thing happens.

 

Once transactions are in your bank feeds, you can now categorize and add them to your register. After that, you can start reconciling the account. 

 

Our Phone Support Team can also help in looking into your account and review our reported issues. This way, they can further investigate and get in touch with your bank about the issue.

 

Here's how to connect with us:

  1. Go to the Help menu at the upper right. Select Contact Us.
  2. Enter your concern something like unable to connect the bank. Click Let’s talk.
  3. Select Start and email. 

Please let me know how this works and any additional information is much appreciated. Thanks in advance and have a great day!

J
jobyAuthor
July 26, 2020

All the details you have requested have already been provided - 

 Case:[removed] raised over a month ago.  Still no answer on the emails.  

R
Rasa-LilaMQuickBooks Team
QuickBooks Team
July 26, 2020

I appreciate you for sharing with us the case number and all details, @joby.


This is the kind of experience I want for you when using the online banking feature. I know how important it is for your business to be able to reconcile transactions on time and as use the bank feeds without any issues.


I know you've already contacted our support team regarding this issue. We always aim to protect the security of our customers’ information, so I recommend contacting our QBO Care Team again.


One of our specialists can take a look at the case number and review the notes you have from your previous chat/email to continue where the last agent left off. The most up to date contact details can be found below:

 

  1. Go to the Help icon at the top to select the Contact Us link.
  2. This will open another window where you can enter the issue/topic.
  3. Once done, click on the Let’s talk button to view the support information.
  4. Choose Email us.

I don’t want to leave you empty-handed, so I’m adding an article containing links to help fix common online banking errors. Aside from that, it outlines the instructions on how to resolve when transactions are not downloading: What to do if you see a bank error or bank transactions won’t download.


Stay in touch if you need assistance performing any processes in QBO. Please know the Community has your back, and I’m here ready to help and make sure you're taken care of. Have a good one.

 

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