Happy to inform you that our engineers are currently working with your bank for an immediate fix of the issue. To receive resolution updates, I suggest getting in touch with our QuickBooks Support to add you to the list of affected users.
For the support's contact information, you can refer to the steps provided above. The FitID defines each transaction uniquely. So if you want to load them you have to manually change each fitid to a unique string. I know how important it is for you to get your bank transactions downloaded in QuickBooks.
I can share some information about this issue. There are a couple of errors you might encounter when using WebConnect.
We have an ongoing investigation about it and our banking team is working to get a permanent fix for this unexpected behavior. You might want to check with Chase to verify. Here's how to contact support: 1.
Choose your QuickBooks Product. Select your QuickBooks version. On the Contact Us page, click a topic. Click on the Get Phone Number button to get the contact information.
Please let us know how it goes after contacting phone support. If you need anything else, leave a reply below. Take care and have a great day! It appears they are trying to correct this on the Chase side as I was able to download in just a bit ago. However, like you said I'm missing some transactions. Hopefully they are close to correcting this! Hi there, lrush. I appreciate the information you've provided. I've checked the status of the investigation about the missing information in Chase Bank Feeds and it still in progress.
I also encourage you to reach out to our Customer Care Team to add your account to the list of affected users. This way, you'll be notified of any updates on the progress on the investigation via email. You can follow the steps provided by my colleague KhimG on how to contact our phone support.
We appreciate your patience as we work through this. If there's anything else I can do for you, please let me know. I'll be around to help you out. I'm in the same boat, I was finally able to import the transactions using the qbo download from Chase but I am also missing several hundred transactions. For now, our engineers are still in partnership with Chase to determine why some transactions are not being created properly.
You'll have to enter the missing transactions manually. I'd still encourage giving us a call by following Kristine Mae 's steps to get you added to notification list. There is activity in the account for the period downloaded and we've attempted to download from within QBDT and also externally directly from the bank. I've had the problem as well - rec'd the "QB unable to validate Financial Institution Then was able to get bank feeds to work today but now it's missing many, many, transactions.
So I downloaded from Chase to Excel and all the transactions, which makes me think it's an import problem on QB's side. This has been going on now for several weeks and it seems that Intuit should have it fixed by now given the number of small businesses that rely on them. This and so many other aggravating little things in QB that have been there forever.
If there was a decent competitor out there I would seriously consider switching. Thanks for bringing this matter to our attention. I want to make sure you get the most updated transactions in QuickBooks Desktop. There is currently no reported issue from other users like you about FirstBank not downloading transactions.
They can pull up your account in a secure environment, which we are unable to do in this public forum and take a better look at this issue. Also, they have the tools to create a ticket in case they need to conduct a further investigation about the problem. Please let me know how the call goes.
Take care! Hi, allegranaples. Welcome back to the thread, kcroy. As I shared information in your other post when importing banking transactions in QuickBooks Online using your bank file format, the system depends on the information shared by the bank. That said, I suggest contacting your financial institution. They can share detailed information with the correct code for Transfers.
This is to make sure that you properly download entries to QuickBooks. From there, you'll see detailed information on how importing entries works in QuickBooks. Please refer to this article to view steps on how you can review downloaded bank and credit card transactions and put them in the correct accounts by matching and adding them to avoid duplicate entries: Categorize and match online bank transactions in QuickBooks Online.
You're always welcome to visit this thread again if have follow-up questions. Just add the details below and I'll get back to you as soon as possible. Thanks exactly what I was looking for. Appreciate your hard work - I've bought software from you a few times before. Enter a search word. Turn off suggestions. Enter a user name or rank. Turn on suggestions.
Showing results for. Search instead for. Did you mean:. Connect with and learn from others in the QuickBooks Community. Join now. The import and export of investment and business accounts, transactions, budgets, attachments, reports, and application settings is not supported by QXF. Quicken for Windows , , and the release can import QXF data from Quicken for Mac , , and the release. The only data imported is Checking, Savings, and Credit Card accounts and transactions. Quicken for Windows , , and the release can export QXF data to Quicken for Mac , , and the release.
Investment accounts are also exported, but transactions and position balances are not. QXF file. In the QXF export dialog, accept or change the name of the file to be created.
A confirmation message displays when the process completes. Create a new Quicken file. Type the name of the QXF file you want to import, or click the Browse button to select it. Click Continue to begin importing the file. If there are accounts in the QXF file that can't be imported, such as investing or business accounts, Quicken displays a list of those accounts.
You'll see a confirmation message when the process completes. If there are errors, you can click a link to review a log file that contains more information about the QXF import. Open the Quicken file you want to import the QXF data into. We recommend that you back up your existing Quicken file before importing QXF data into it. Type the name of the QXF file you want to import, or click Browse to select it. Was this article helpful? I got it Not really Help us improve our support center.
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