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Elizabeth P
Community Manager
September 30, 2026
Question

Troubleshooting checklist: Bank transactions not syncing or missing? 

  • September 30, 2026
  • 0 replies
  • 14 views

Not seeing your bank transactions update? Work through the checklist below to get your feed back on track.

  1. Start here: has it just been 90 days? Open Banking connections expire every 90 days - it's a regulatory thing, not a QuickBooks glitch. Head to Bank transactions, select the account, and reconnect. Good news: if you pick the original start date when you reconnect, you won't lose anything that came in during the gap.
  2. Seeing an error code? Every error code means something specific: expired login, your bank having issues on their end, a duplicate account, or extra security steps. Rather than guess, check your exact code against the full list of fixes here.
  3. Excluded a transaction? If you delete something from your Excluded list (rather than just leaving it there, excluded), QuickBooks forgets it ever saw it so it'll happily download it again next sync. If you don't want to see it again, exclude and leave it, or add it to your account history instead.
  4. Setting up a new connection? A couple of things people don't expect: your account type needs to match your chart of accounts, and only main payment accounts qualify so things like Monzo Pots, Starling Spaces, or multicurrency PayPal won't connect. Full walkthrough: Connect your bank or credit card to QuickBooks

Still stuck, or seeing something not covered here? Drop a comment below and we'll help you sort it.