Fix QuickBooks Bank Error 155 – Complete Guide

QuickBooks error 155 is a bank error indicating that your financial institution isn’t allowing QuickBooks to automatically retrieve your data. This is usually a temporary issue and may be resolved by the bank. However, if you need to upload transactions promptly, you can manually import them using the transaction upload feature. If the issue persists, error code 155 can be resolved by reconnecting your bank account to QuickBooks Online.

Explore this detailed guide for steps on how to fix the error or find an alternative solution to get your transactions into QuickBooks.

Resolve QuickBooks Bank Code 155 to Automate Transactions 

In this section, we have covered how to reconnect QuickBooks to your bank account to resolve QuickBooks error 155, along with a manual workaround if the issue persists. You can connect with an expert for resolution at +1(866)500-0076.

Prerequisites 

• Re-connect your bank if the server has been changed. 
• Update your bank and QuickBooks with the latest account details available on your bank or credit card company’s website. This ensures everything stays in sync and your transactions flow smoothly into QuickBooks.
• Update the bank account in QuickBooks.
• If you have a closed account, try disconnecting and then reconnecting the bank account. 
• For multiple accounts in QuickBooks, find the active one and choose the one you prefer. 

Read More – QuickBooks Error 108

1. Re-connect your bank

If you’re opening a new bank account or already have one linked, follow the steps below to add a checking, savings, or credit card account.

a. Disconnect your bank 

Follow this link to complete the steps in the product.

• In QBO, choose the tile for your bank account. 
• Click on the edit icon.
• Select Edit account details.
• Mark the checkbox for Disconnect this account on save.

Note: If QuickBooks is in the middle of downloading new transactions, you won’t see this option. Wait for a moment until the update finishes and then try again.

• Finally, click Save and Close.

b. Connect the bank again 

Follow this link to complete the steps in the product.

• Go to Transactions in the left pane. 
• Choose Bank transactions.

• Hit the Link account. 
• If you already have a connected account, go to Bank transactions and click on Link account instead.
• Look for your bank or use its name when checking.  

Note: If you can’t find your bank but can still sign in to the website, select “Can’t find your bank?” Raise a request to support your bank in QuickBooks Online.

• Click Continue. 
• Type the login credentials, such as user ID and password, for your bank’s website.
• Follow the steps on your screen to connect. You might be asked for additional security checks by your bank. 
• Choose the account you are connecting to, and choose how far back you are downloading transactions. Some banks may let you download the past 90 days of transactions, while others can go back as far as 24 months.
• Select Connect and then Done. 
• Move back to the Bank Transactions. 
• Click on Update. This will automatically download your recent bank transactions.

Note: You can connect multiple bank accounts or credit cards. Meanwhile, for customers with Chase or TD Bank Accounts, Intuit supports you in connecting one bank account to multiple QuickBooks Online accounts. This offers the flexibility that is required to run the business your way. 

Note: The steps vary for an American Express Business account. It cannot be connected to your QuickBooks Online account with the same process. 

Learn More – QuickBooks Bank Error 102 and 105

2. Manually upload transactions into QuickBooks

For a workaround, consider manually uploading your transactions in QuickBooks Online with the steps below, as QuickBooks error 155 persists.

a. Pick a start date

To avoid entering duplicate transactions, you must know the date of the oldest existing transactions currently in your account: 

Follow this link to complete the steps in the product.

• Look for the account you wish to upload your transactions into and select Account history.
• Find the oldest transaction and note down the date.

Note: usually, the oldest transaction is found in the opening balance. 

Account statement file guidelines

You can upload a statement from any bank, as long as it’s in English. You can use a variety of formats in a PDF, such as a JPG, PNG, or HEIC.

b. Get transactions from your bank

• First, sign in to the bank or credit card’s website. 
• Adhere to the steps on your screen to download CSV files of your transactions on your computer. The steps may vary depending on your financial institution.
• The date range for the download should begin at least one day before your oldest transaction.
• Download your bank transactions. Save the downloaded file somewhere you can easily locate, such as your Download folder or your computer’s desktop.

Tip: Your bank might offer a few different file formats. If possible, choose the QuickBooks Online (QBO) format as these are specifically formatted for QuickBooks Online. You can also upload transactions in the CSV file format or other supported formats.

c. Review the file format and size

Review the file you just downloaded from your bank and make sure it’s in the correct format before uploading it. To avoid mistakes, keep the following in mind:

Note: The recommended file size is 350 KB. You can shorten the data range and download the transactions in different, smaller batches if the file size is too big. 

• Remove the zeroes (0) from the file, then leave those cells blank.
• Resolve the transactions that show numbers in the Description column.
• In the Credit or Debit column header, remove the word “amount.” This should either say “Credit” or “Debit”.
• Review and ensure that all the dates are in the same format. It is highly recommended to use the dd/mm/yyyy format.
• Save your file as a Windows CSV file only if you are a Mac user. 
• In the Date column, some banks might include the day of the week (e.g., 20/11/2018 TUE). You must remove the weekday. To do this, date and the day of the week into separate columns.

CSV file formats 

CSV uploads in QuickBooks must follow the 3- or 4-column format. 

CSV format	Description
3-column format	Has a Date, Description, and Amount column.
4-column format	Has a Date, Description, Credit, and Debit column.

Upload an account statement in image or PDF format

When uploading a PDF or image, QuickBooks uses AI to extract details from your statement and imports them into QuickBooks Online. 

Follow this link to complete the steps in the product.

• If you see a tile for the account into which you are uploading transactions, select it.  
• Select Upload from file from the Link account drop-down.

Note: If you haven’t connected your online banking yet, choose Upload transactions.

• Under the Select account drop-down, choose the account you are uploading your transactions into. 

Note: If you are new to QuickBooks and you do not have an account to upload the transactions into. If the account isn’t listed, click “Add new” from the drop-down menu to create a new bank account.

• Upload the account statement in PDF or image format from your computer.  

Note: QuickBooks might ask you to review some items. If that happens, our team of global experts might need to review your statement to make sure everything is correct. Once the bank statement is ready, we’ll tell you so on the Bank transactions page.

• Hit on Got it.
• See the side-by-side view of your bank account statement and what has been extracted into QuickBooks. If required, edit any fields or items that might need your attention and review everything for accuracy.
• Click Save.
• Check your transactions in the Bank transactions page for that bank or credit card account.

Also See – QuickBooks Bank Feeds Not Working

d. Manually upload the transactions

Follow this link to complete the steps in the product.

• Choose the blue tile for the account you are uploading the transactions into. 
• Select Upload from file under the Link account drop-down.

Note: If you haven’t connected the account to online banking, choose Upload transactions.

• In the Select account drop-down, choose the account you are uploading the transactions into. 

Note: If you are a new user to QuickBooks, you might not have an account to upload the transactions into. If you don’t see the account, select Add new from the drop-down menu to create a new bank account.

• Upload the account statement file from your computer to QuickBooks. 
• Follow the steps on your screen to match the columns of your file with the correct fields in QuickBooks, then click Continue.
• Choose the transactions you are uploading and click Continue. 
• Click Yes to confirm.
• Finally, select Done.

Note: There’s a 1,000-line limit per upload.

e. Categorise the transactions

Now that your transactions are finally in QuickBooks, it’s time to match and categorize them. You will find the transactions in your accounts once you review them.

QuickBooks Online also allows you to enter certain details automatically when setting up the banking rules, or if it recognizes transaction descriptions.

f. Reconcile the transactions

Once complete, you must reconcile the transactions you uploaded. This ensures all the transactions are recorded correctly in QuickBooks. 

Note: To categorize your uploaded transactions as you upload them, set up bank rules in QuickBooks first.

Before uploading any transactions, skip the manual categorization method by setting up bank rules to automatically categorize online transactions.

Conclusion 

QuickBooks error 155 can cause delays in updating financial records, increase the risk of errors from manual input, and hinder a real-time view of your financial health. This guide provides the steps needed to resolve the error and automate transactions.

For further assistance, we recommend consulting an accountant or a QuickBookSupportNet ProAdvisor. Dial the
+1(866)500-0076 to speak with an expert today!

Frequently Asked Questions 

Why isn’t my QuickBooks connecting to my bank account?

QuickBooks might not be connecting to the bank account due to a variety of factors, such as changes in bank login credentials, your bank’s website updates, or the bank-level security protocols like multi-factor authentication. 

What is error 155 in QuickBooks Online?

QuickBooks Online error 155 means your financial institution is blocking QuickBooks from automatically connecting to retrieve bank data. This is often a temporary issue, and you can use a workaround by manually downloading transactions from your bank’s website and uploading them to QuickBooks.

How to fix the QuickBooks not syncing with bank account error?

The problem syncing your bank account might stem from your bank, excessive stored cookies and cache, outdated QuickBooks, or bank notifications, messages, or information that have been updated but not reflected in QuickBooks. 

How to fix the bank connection error in QuickBooks Online? 

To fix the bank connection error in QuickBooks Online, disconnect the account and connect it again, and make sure there is only a single active account connected. For more help, reach out to us on TFN. 

Why are bank feeds not working on QuickBooks Online?

QuickBooks Online bank feeds may not be working due to internet connection issues or problems with their account settings, browser-related issues such as excessive stored cookies and cache, or general account issues.