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Dave from the moon
Level 1

Direct Bank Feeds not downloading transactions?

Anyone else having this problem? Accounts were working fine bringing in transactions until i set up direct feed. I did this out of frustration of the permanent pop ups telling me to do it! 

 

I've done this, got it connected etc.. now it says 'all up to date' clearly showing different amounts in QB to the account but does not bring any transactions into QB to review? 

1 Comment 1
RaymondJayO
Moderator

Direct Bank Feeds not downloading transactions?

Thanks for taking the time to post here in the Community, @Dave from the moon

 

Let's perform some troubleshooting steps so you'll be able to download your bank transactions using Direct Bank Feeds.

 

Can I verify what specific bank are you trying to download transactions to QuickBooks Online (QBO)? This way, I can provide accurate solution to help resolve your bank feeds concern. 

 

For direct-feed connections, your bank sends your transactions to QBO nightly from Monday through Friday. Each bank sends transactions with different time-frames. For more information, see this helpful article: Add and Connect to a Bank or Credit Card Account

 

To help fix this, let's first switch to a different browser or clear your browsing history since it doesn't store data in the cache and verify if this is a browser-related issue. 

 

Then, you can manually update your bank account to help refresh your bank connection. Here's how: 

 

  1. Go to Banking at the left menu. This will open the Bank and Cards page. 
  2. Select the account. 
  3. Click Update
  4. If prompted, enter your Multi-Factor Authentication (MFA) credentials.
  5. Click Continue update

If you're receiving any errors, you can visit this helpful article to fix them: Fix Online Banking Errors

 

Keep in touch with me how it goes on your end, @Dave from the moon. I want to make sure this online banking issue will be taken care of so you're always welcome to click the Reply button below.