Learn what to do if you don’t see your recently downloaded bank transactions in QuickBooks.
When you connect your online bank and credit card accounts, QuickBooks Online downloads new transactions automatically. But if you notice you’re not getting the latest transactions, here’s how to get them rolling again.
Important: If you see a specific error message, go to step 3.
Step 1: Manually download your latest transactions
For American Express accounts:
Instead of nightly, QuickBooks Online downloads new American Express transactions 2 or 3 times a week. If you need transactions sooner, select Update to download the latest available.
QuickBooks downloads new American Express OPEN transactions every night. But, you can’t manually download new transactions.
For all other bank and credit card accounts
QuickBooks downloads the latest available transactions every night around 10 PM PT. Recent transactions may not be available for download right away. Depending on the bank, it may take up to 24 hours.
If downloads seem stuck, or you want the latest transactions available, you can manually download them.
Go to the Banking tab.
Select the blue tile at the top for the bank account you want to update.
Select Update. If you see a message about additional authentication, follow the on-screen instructions. Not all banks require this, but some do for added peace of mind.
Feel free to keep working during the update. You’ll get a notification when it finishes, and the number of transactions in the blue tile will increase.
Step 2: Log in to your bank's website
If you still can’t download new bank transactions, the issue may be on the bank’s end. Use these steps to sign in to your bank’s website from QuickBooks.
Go to the Banking tab.
Select Add Account (you won’t add an account, you just need the listed URL).
Search for your bank and select it.
Select the URL listed in the window.
Sign in using your bank website username and password. Some banks have multiple login URLs. Make sure you’re using the same one listed in QuickBooks.
If you can sign in to your bank’s website, you’re halfway there.
Check your account page for messages, notifications, or alerts. Any display or login issues on the bank’s end can block downloads.
Also, check your bank’s website for any new security requirements. Even something as simple as updating your bank password can block QuickBooks.
If everything looks good, go back to the Banking tab in QuickBooks.
Select the blue tile for the bank account.
If you make changes on your bank’s website, update your bank info in QuickBooks
If you updated your bank account username or password, make sure QuickBooks has the latest info.
Select the blue tile for the bank account, then the pencil icon to edit.
Select Edit sign-in info and update your username and new password.
Step 3: Fix specific banking errors
Some errors block QuickBooks from downloading new bank transactions. To fix specific download errors, follow the links.