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February 29, 2020
Question

My wells fargo account is synced properly w/ QB & has worked great until today when i downloaded QB update. Now only some of the wells fargo transactions are downloaded

  • February 29, 2020
  • 1 reply
  • 3 views
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1 reply

QuickBooks Team
February 29, 2020

Let me help you download all the current bank transactions you need in QuickBooks, jchynoweth180.

 

I've checked here on our end and there's no reported case about banking issue for Wells Fargo. We can go to the Bank Feeds page and refresh the connection between your bank and QuickBooks.

 

Here's how:

 

  1. Click Banking on the top menu.
  2. Choose Bank Feeds.
  3. Tick Bank Feeds Center.
  4. Select the bank account.
  5. Hit the Refresh button beside the Account Information section.

If the same thing happens, let's import bank data using Web Connect. This allows you to set a date range of the downloaded transaction into your account.

 

Just follow the steps and details in this article: Download Bank Feed transactions in QuickBooks Desktop.

 

I have a link here where you can find articles about managing bank feeds and reconciling your account: https://quickbooks.intuit.com/learn-support/en-us/banking/07?product=QuickBooks%20Desktop.

 

Keep me posted if you need a hand with matching and categorizing the bank data or any QuickBooks related. Have a great day ahead.