Troubleshoot issues with Bank Feeds

There are two ways to import your bank transactions to QuickBooks Online: file upload or bank feeds. We’ll show you how to resolve common issues with both.

File Upload / CSV Import

Check to make sure the CSV file is formatted correctly. Guidelines can be found in Import bank transactions from Excel CSV file to QuickBooks Online.

If you can upload your CSV file, great! No further action is required.

Want to connect your account via Bank Feeds? Check out Banking transactions to learn more.

Bank Feeds

Standard feed - To update QuickBooks with your transactions, you need to enter your bank credentials/One-Time-Pass-code.

Troubleshooting steps will differ depending on the type of connection you are using. It's important that you select the correct connection type.

More information on bank feeds can be found in our Banking transactions overview.

Standard Feed

Log in to your bank account directly via your bank website and complete the following steps:

  1. While logged in to your bank account, navigate to the transactions page and make sure there are no messages or prompts to action. Then log out of your bank account.
  2. Clear the cache and cookies from your browser. Instructions can be found in the article How do I clear the temporary Internet files and cache?
  • Open a private/incognito browser window. If you're using Safari or Firefox go to File then select New Private Window. If you're using Chrome go to File then select New Incognito Window.
  • Log in to QuickBooks and try to Connect/Update again.

The account should now update.

Check if the account is already connected to QuickBooks.

Edit/Update Sign-in info in QuickBooks

  1. Go to Banking and select Banking
  2. Select the specific Bank Account at the top
  3. Select the Edit ✎ icon to the right of the bank name and select Edit sign-in info
  4. Enter your bank website User ID and Password and select Update sign-in info
  5. QuickBooks Online will connect with your bank to verify the details
  6. Once you see the message that your credentials have been updated, Select I'm done, Let's go!

Disconnect the account and try to reconnect using the website address of your bank's login page.

Disconnect the account:

  1. In QuickBooks go to Banking and select the affected bank account
  2. Select the Edit ✎ icon to the right of the bank name and select Edit account Info
  3. In the Account box, scroll to the bottom and check Disconnect this account on save
  4. Save and Close

Reconnect the account:

  1. Go to your bank's website and navigate to the point where you enter your login credentials
  2. Copy the address at the top of the page (starts with http), by highlighting the entire address and pressing Ctrl+C
  3. In QuickBooks, go to Banking and select Add account
  4. In the 'Enter your bank name or URL' field, paste the address copied in step 2 (above), press Enter and try connecting again

If you need any types of CPA assistance pleas visit us @ www.cpacb.com


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