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Level 1

bank feed not importing transaction

Im having a problem with bank feed its not updating the amount left in bank and not importing any transactions? i got this on my account  why cant it be automatically have a i done any thing wrong? please see attached photo

3 Comments
QuickBooks Team
QuickBooks Team

bank feed not importing transaction

We can perform some troubleshooting steps to see if this is just triggered by your bank, or in QuickBooks Online (QBO), Raedremawi.

 

I appreciate you for providing us a screenshot to better isolate this issue. May I know what's your bank provider? This helps us check on our records if there's a reported case about this one. When connecting your bank and credit card accounts, QBO automatically downloads new transactions. There are a few reasons why you’re not getting the latest one, or updates seem stuck. Among these are:

  • The bank recently made some changes with their security feature or connection.
  • Log in credentials set up in QBO doesn't match with the online banking login.
  • QBO is unable to connect to your bank's website.

QuickBooks downloads the latest available transactions every night around 10 PM PT or some may take a little longer. To get the latest available transactions, try manually updating your bank in QBO. Here's how:

  1. Go to the Banking menu to get to the Banking page.
  2. Select Update at the top right.

If the same thing happens, please check your bank or credit card's website. Try to navigate and check if everything is working on their end. Just follow Step 2 in the What to do if you get a bank error or can't download transactions in QuickBooks Online article. If it's already beyond 48 hours and the problem continues, please reach out to our Customer Support Team so they can open a ticket and investigate this further. Here's how to reach them:

  1. Go to the Help icon on the top right. 
  2. Enter your concern in the search field.
  3. Choose Talk to a human.
  4. Click the OK. To get you to the right human, in a few words, tell me what you need help with option and tap I still need a human
  5. Press Contact us.
  6. Tick Continue
  7. Choose Message an agent or Get a callback.

In the meantime, you can manually upload transactions on your Online account. Then, match and categorise bank transactions in your account to ensure there aren't any duplicates. Feel free to visit our Banking page for more insights about managing your bank transactions.

 

That will route you in the right direction today. Keep me posted if you need a hand with reconciling your accounts or any QBO related. I'm always here to ensure your success. You have a good one. 

Level 1

bank feed not importing transaction

should i cancel my account and reconnect?

QuickBooks Team

bank feed not importing transaction

Thanks for keeping in touch with us, @Raedremawi

 

Disconnecting bank feeds would be the last resort to fix this issue. If you've performed the steps provided by my colleague, I'd suggest contacting our Customer Care Support team to check for other troubleshooting before disconnecting the bank. 

 

The steps below will help you get in touch with our Phone and Chat Support Teams:

  1. Click the (?) Help icon in the upper right-hand corner of the Dashboard.
  2. Select Talk to a Human.
    QBO HELP.JPG
  3. Enter a short description of your concern and press Enter.
  4. Click I still need a human.
  5. Select Contact Us to connect with our live support.
  6. Choose Send a message or Get a callback.
    QBO HELP 2.JPG

These instructions are also available from our guide on contacting QuickBooks Online Support for your convenience. 

 

I've added some articles about disconnecting and reconnecting bank account for your benefit:

 

Visit me here again if you need additional assistance. I'm always available here to help. Have a good one.