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banks: which bank is guaranteed to stay connected to QBO? It seems many are changing their security and can no longer connect.

There is no contractual agreement between the banks and intuit to provide that download service, and any changes the bank makes that affects that connection may break your connection. Several local banks have stated they will no longer support live feeds, since their support people spend way too much time […]

Resolution for 'banks issue: 'which bank is guaranteed to stay connected to QBO? It seems many are changing their security and can no longer connect.' available: Yes.

The banks issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the banks issue yourself by looking for a resolution described in the article. If it is a complex banks issue or you are unable to solve the issue, you may contact us by clicking here or by using other banks support options.

For more information about resolving issues related to banks in Quickbooks/QBO or to get support for the issue 'which bank is guaranteed to stay connected to QBO? It seems many are changing their security and can no longer connect.', click the link below:

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banks: Does QB Online integrate well with banks

Though, there are times that bank transactions are not downloading or there are bank errors. Here are the few reasons why it’s happening:

QuickBooks Online is unable to connect to the financial institution’s website
Bank files are not matching
The bank conducted a system update/maintenance

If that happens, we’ve got an […]

Resolution for 'banks issue: 'Does QB Online integrate well with banks' available: Yes.

The banks issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the banks issue yourself by looking for a resolution described in the article. If it is a complex banks issue or you are unable to solve the issue, you may contact us by clicking here or by using other banks support options.

For more information about resolving issues related to banks in Quickbooks/QBO or to get support for the issue 'Does QB Online integrate well with banks', click the link below:

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banks: How can I get banking transactions to download automatically?

It’s a bank thing. In fact, many of the banks I work with have to hit the update button EVERY time.

Resolution for 'banks issue: 'How can I get banking transactions to download automatically?' available: Yes.

The banks issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the banks issue yourself by looking for a resolution described in the article. If it is a complex banks issue or you are unable to solve the issue, you may contact us by clicking here or by using other banks support options.

For more information about resolving issues related to banks in Quickbooks/QBO or to get support for the issue 'How can I get banking transactions to download automatically?', click the link below:

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banks: Something unexpected happened and we couldn’t connect to your bank

I’m glad to hear that you’re able to fix this unexpected behavior when trying to connect to your banks.

The steps provided by my colleague JamesDuanT are some of the troubleshooting steps we can try when we encounter this error. I appreciate you posting your experience here in the Community. This […]

Resolution for 'banks issue: 'Something unexpected happened and we couldn’t connect to your bank' available: Yes.

The banks issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the banks issue yourself by looking for a resolution described in the article. If it is a complex banks issue or you are unable to solve the issue, you may contact us by clicking here or by using other banks support options.

For more information about resolving issues related to banks in Quickbooks/QBO or to get support for the issue 'Something unexpected happened and we couldn’t connect to your bank', click the link below:

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banks: Transactions not appearing from my connected account.

Once a bank has been connected via the Banking page you would need to update it regularly to get the most recent transactions. This is done by clicking the Refresh button in the top right corner.

This would also require you to enter your security information for connection to the bank. […]

Resolution for 'banks issue: 'Transactions not appearing from my connected account.' available: Yes.

The banks issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the banks issue yourself by looking for a resolution described in the article. If it is a complex banks issue or you are unable to solve the issue, you may contact us by clicking here or by using other banks support options.

For more information about resolving issues related to banks in Quickbooks/QBO or to get support for the issue 'Transactions not appearing from my connected account.', click the link below:

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banks: I changed banks in the middle of the fiscal year. How do I set up a new account and combine the information from the current and previous bank when I run reports?

The reports will still populate regardless that you changed banks. Create a new bank acct. for the new acct.

Resolution for 'banks issue: 'I changed banks in the middle of the fiscal year. How do I set up a new account and combine the information from the current and previous bank when I run reports?' available: Yes.

The banks issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the banks issue yourself by looking for a resolution described in the article. If it is a complex banks issue or you are unable to solve the issue, you may contact us by clicking here or by using other banks support options.

For more information about resolving issues related to banks in Quickbooks/QBO or to get support for the issue 'I changed banks in the middle of the fiscal year. How do I set up a new account and combine the information from the current and previous bank when I run reports?', click the link below:

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banks: My bank account won’t connect again. Can you please let me know whats going wrong. I constantly seem to be on the phone trying to sort it out after it’s stopped working.

clicking here or by using other banks support options.

For more information about resolving issues related to banks in Quickbooks/QBO or to get support for the issue 'My bank account won’t connect again. Can you please let me know whats going wrong. I constantly seem to be on the phone trying to sort it out after it’s stopped working.', click the link below:

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banks: How do I change the date of a transaction? I deposited a check on Dec 30, but it shows as Jan 2. It is part of last year’s 1099 but QB thinks it’s from this year.

It is a problem, one of several with banking downloads, and if you are cash based income tax filer this is important.

I expect you made the deposit on Dec 30, late in the day. Banks have a cut off time where deposits made after that time are not entered until […]

Resolution for 'banks issue: 'How do I change the date of a transaction? I deposited a check on Dec 30, but it shows as Jan 2. It is part of last year’s 1099 but QB thinks it’s from this year.' available: Yes.

The banks issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the banks issue yourself by looking for a resolution described in the article. If it is a complex banks issue or you are unable to solve the issue, you may contact us by clicking here or by using other banks support options.

For more information about resolving issues related to banks in Quickbooks/QBO or to get support for the issue 'How do I change the date of a transaction? I deposited a check on Dec 30, but it shows as Jan 2. It is part of last year’s 1099 but QB thinks it’s from this year.', click the link below:

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banks: My banks are not connecting and downloading transactions.

Error 9999 was resolved recently. Did you try using the private window recently? We all had trouble connecting from Thanksgiving thru the weekend.

Resolution for 'banks issue: 'My banks are not connecting and downloading transactions.' available: Yes.

The banks issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the banks issue yourself by looking for a resolution described in the article. If it is a complex banks issue or you are unable to solve the issue, you may contact us by clicking here or by using other banks support options.

For more information about resolving issues related to banks in Quickbooks/QBO or to get support for the issue 'My banks are not connecting and downloading transactions.', click the link below:

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banks: I am missing 3 months of data, if i were to redownload the account would i lose the current data entries?

Current entries would not be affected.

It’s the bank that controls what is available for downloading. Some banks only allow […]

Resolution for 'banks issue: 'I am missing 3 months of data, if i were to redownload the account would i lose the current data entries?' available: Yes.

The banks issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the banks issue yourself by looking for a resolution described in the article. If it is a complex banks issue or you are unable to solve the issue, you may contact us by clicking here or by using other banks support options.

For more information about resolving issues related to banks in Quickbooks/QBO or to get support for the issue 'I am missing 3 months of data, if i were to redownload the account would i lose the current data entries?', click the link below:

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