Let's go through some troubleshooting steps to get your bank feeds working in QuickBooks Online (QBO), sales315.
Have you encountered an error message when trying to connect or upload your bank transactions? We would appreciate any additional information to help us better isolate the issue.
We can check the status column against your financial institution to review whether or not there's a known error associated with your account. Some financial institutions might choose to no longer support bank feeds. You can check out this article for the lists of financial institutions: What to do when your bank no longer supports your bank feed - QuickBooks Online.
If your bank is still supported, we can try refreshing your feed to download the transactions again from the last two weeks. Here's how:
- Go to Bookkeeping and select Transactions.
- Choose Bank transactions.
- Press Refresh.
If you encounter a specific error code, you can check out this article to troubleshoot the issue: Fix specific bank errors.
If the same thing happens, we recommend reaching out to our Live Phone support. They'll investigate what's causing this problem and help you upload your bank entries.
In the meantime, we can manually upload transactions in QuickBooks to get the older transactions from your bank.
Feel free to visit this article about viewing, matching, adding, and excluding bank transactions in the program: Find, categorise, and edit transactions in QuickBooks Online.
The Community has your back if you have any other questions about managing your bank feeds or QuickBooks-related concerns.
