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January 31, 2020
Question

Some of my deposits are not downloading from my bank website. I have already tried updating several times. Is there something else I can try?

  • January 31, 2020
  • 2 replies
  • 25 views
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2 replies

January 31, 2020
Currently signing on as prospect/client (with her permission of course) in order inspect books (she is not the Master Admin)
 
According to "Banking", on the LHS navigation bar, the client does not have a connection; however bank feed information is present, but not all....all checks are showing up, but not all deposits...Is there some kind of client intervention with the deposits to make some show up but not others?  Shouldn't there be automatic bank uploading of all transactions?
Level 4
January 31, 2020

Let me help you with this, @khahn5511.

 

Once your bank account is connected, QuickBooks automatically downloads your transactions for you. Though, you can also receive updated transactions via manual update. Let me show you how to do it.


Here’s how:

  1. On the left panel, click Banking.
  2. At the upper right side of the page, click Update.
  3. Wait until the update is done.

You can manually upload your transactions in QuickBooks another way around. First, sign in to your bank or credit card’s website. Then, follow your bank’s instructions on how to download transactions to your computer.

 

Here's how to manually upload the transactions:

  1. On the left panel, click Banking.
  2. Click the drop-down arrow next to Update.
  3. Choose File Upload.
  4. Select the file and click Browse.
  5. Click Next.
  6. Select the QuickBooks account and click Next.
  7. Map the columns and click Next.
  8. Select the transactions to import and click Next.
  9. Click Let's go!.

 

Please check this article if you're getting errors when uploading: Fix bank upload errors in QuickBooks Online.

 

 Let me know if you have any other questions by adding a comment below. Thanks.