Ongoing integration issues with TD Bank

SystemSystem Posts: 412 admin

imageOngoing integration issues with TD Bank

Update, April 10, 2018, 12:00 p.m. (Eastern)
We've received reports from our data provider that the issue has been resolved. Please note that it may take some time for your transactions to resume i...

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edited March 1, 2019 in Help Center Discussion

Comments

  • DrasevaDraseva Member Posts: 2

    Hi, I have a client account where a TD business bank account, a TD Line of Credit account and a TD Visa account are on the same login and have been set up for bank feed in June 2018. The TD business banking account updates properly and the balance matches that of the bank site. The TD Visa account stopped updating on December 28 2018, no transactions downloaded since. We do not have any error message. Refreshing the credentials did not help. The TD LOC account does not seem to have updated ever (can't check at the moment). I checked another client's account who also has TD business banking account and TD Visa on the same login, but they are on Xero. Xero also uses Yodlee. This client is fine, bank up to date to Feb 25 2019 and visa to Feb 26 2019. So I don't believe this could be a TD - Yodlee issue.
    Are there any known issues with TD right now, especially affecting Visa? How could Xero be OK and Wave not? Do you have any suggestions? Thanks!

  • AlexLAlexL Member Posts: 2,869 ✭✭✭

    Hey @Draseva . We were having some reported issues from Yodlee with the TD connection but it looks like this was resolved on March 5th. Are you still having troubles reconnecting? If so, I'd recommend doing a full refresh/reconnect to see if this solves the problem.

  • brucemilliganbrucemilligan Member Posts: 2

    Hi,

    I am having this issue as well and it is March 7, 2019. I have had this issue for about 3 months. TAXES ARE DUE.

  • CharlotteCharlotte Member Posts: 671 admin

    Hi @brucemilligan I've checked with our team and the issue with TD should be resolved. You may need to delete and re-add the connection in order for it to work. This won't remove any transactions you have previously imported, and you'll be able to choose an import-from date when you reconnect to avoid importing any duplicates.

  • brucemilliganbrucemilligan Member Posts: 2

    Ok, I have tried doing that exact thing but I will try again. I will advise how it goes.

  • AllenOttAllenOtt Member Posts: 1

    I am also having connectivity issues with TD and have chatted with a few Wave online agents - to no avail. When will this be resolved???? Taxes are due - as well as my year end filing!

  • ZoeCZoeC Member Posts: 388 admin

    Hey @AllenOtt, we do still seem to be having issues with some TD accounts, can you confirm which account you are having trouble connecting?

    You may be interested in knowing other ways of getting transactions into your account for the meantime. You can upload statements, which this article explains. Or you could use Wave Connect, Wave's official add-on for Google Sheets which this article explains Thanks :smile:

  • DmitriGDmitriG Member Posts: 1

    Just like other people on this thread, I experience issues with importing TD Visa account transactions. Other accounts import is fine, Visa balance import is fine. The process stopped to work at some point in early January 2019 - I think last properly imported transaction I have is from Jan 4, 2019. As suggested, I've disabled and then enabled Visa import last weekend (April 6). When I've enabled import, Wave account to create new account to import transactions into and how far back I want to go. I've selected "last 90 days" options and let Wave does its magic. 10 minutes later, I had thousands Visa transactions from 2017/2018 imported. After all cleanup, I've re-run connection refresh this morning, April 9 (as I see freshly posted transactions in online banking). Non of the new transactions imported.

  • CEMGCEMG Member Posts: 4

    The TD Visa issue is still present. Currently, all other TD accounts import balances and transactions into Wave correctly, however the TD Visa account still only updates the balance but does not import the transactions. I have disabled and enabled the TD Visa account numerous times with no success. Multiple emails to Wave support have gone unanswered.

    This started January 2 of this year and it is very discouraging that it hasn't been fixed in 8 months. It also took a while for us to realize that the import had stopped, there was no notification from Wave that TD Visa was not importing correctly. This led to certain expenses being omitted and having to file an adjustment to our HST.

    TD is one of the largest banks in Canada with significant presence in the US; there is no reason why this should not be working. No other accounting software I am aware of has this issue importing from a major bank.

  • JamieDJamieD Administrator Posts: 1,156 admin

    @CEMG This was an issue at the level of our 3rd party data aggregator which has since been resolved. However, if you are still noticing that transactions aren't successfully importing into your Wave account (I also use TD and have a TD Visa that is importing normally) - we will probably need to escalate your specific case up to our 3rd party to investigate what's happening. One other thing to mention is that our 3rd party services over 10,000 individual financial institution with accounts within them. At any given time, bank connections could stop working and go unnoticed based on that number. We're currently working on a stronger bank connection feature that would allow successful importing of transactions without headache, so we appreciate your patience on this. I'm going to send you a support ticket so we can escalate this up to our data aggregator -- but I will need you to confirm a few details in that email to be able to properly escalate.

  • 333marketing333marketing Member Posts: 6

    Hi @JamieD! I've been having a problem with my TD Visa imports for the past week. Apparently it was on their end, they just switched their system and I had to do a text confirmation to get into the website for the first time. How do I get this to work again on Wave? I still have an error. Do I delete connection and try to reconnect?

  • JamieDJamieD Administrator Posts: 1,156 admin

    Hey @333marketing. I've gone ahead and pinged our data provider on our end to force a manual update. Usually this gets resolved within 24-48 hours, but if you are noticing it's still failing, please let us know via support ticket so we can escalate if necessary: https://support.waveapps.com/hc/en-us/requests/new

  • pbaronpbaron Member Posts: 7

    We're still seeing this issue. Any updates?

  • JordanDJordanD Member Posts: 515 ✭✭✭

    Hey @pbaron ! I see that you were in communication with the Support Team through chat late last week and they did a hard refresh for you that should have helped the situation. I've asked the Support Specialist to reach back out via email to see if it was successful, and if not, then they will work with you through email to see what we can do. Because each connection is unique (even if it is the same institution), these tend to have individualized success rates or troubleshooting steps.

  • pbaronpbaron Member Posts: 7

    @JordanD thanks for following up. I just responded in a different thread where @JamieD also requested the refresh. The problem appears to have been fixed. Thanks!

  • gtannsgtanns Member Posts: 2

    I am also having a problem on 'banking' / 'bank connections' : i enter all my banking details (I do both personal and business banking with TD, and have tried both) but the 'Connect' link is dead. It just does nothing, nothing spinning. It's like a dead link?
    Is this part and parcel with the bigger issue? ..would like to know.. Thank you !!!

  • AlexLAlexL Member Posts: 2,869 ✭✭✭

    Hi @gtanns . Although this issue was resolved, you could be facing more specific connection issues. Can you try connecting through Google Chrome or Firefox if you haven't already? Also, try accessing through incognito mode in Chrome. This could be a browser issue.

  • gtannsgtanns Member Posts: 2

    @AlexL I was using google chrome initially.. I went in incognito mode, and this worked in incognito in chrome... Thank you!!

  • JessPristleJessPristle Member Posts: 2

    Some commenters have said it works in incognito mode. It doesn't. I also tried disabled Ublock and such adblockers, just in case. Still doesn't work.

  • JessPristleJessPristle Member Posts: 2

    @gtanns said:
    @AlexL I was using google chrome initially.. I went in incognito mode, and this worked in incognito in chrome... Thank you!!

    Did you have any adblockers or other plugins?

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