Banking

Hello TopCat,

Normally, the Banking page automatically downloads your bank transactions around 10 pm Pacific time. Otherwise, we can manually do it without disconnecting and reconnecting the bank.

Here's how to manually update your Banking page:

1. In the Banking page, click the Update button.

2. If asked, enter your Multi-Factor Authentication (MFA).

3. Click Continue Update.

Meanwhile, reconnecting your bank to QuickBooks Online automatically downloads 90-days worth of bank transactions. We can exclude these bank transactions to avoid duplicates in your bank register.

1. In the Banking window, go to the For Review section.

2. Mark the bank transactions you want to exclude, and click the Batch action button.

3. Select Exclude Selected.

4. (Optional) Go to the Excluded section to delete the bank transactions.

You can also use this article for reference: Exclude Duplicates or Personal Expenses from Downloaded Bank Transactions.

We'll be right here if you need further assistance in managing your bank transactions.