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ghasking
Level 1

QB retrieved no bank transaction from my linked account for 6 weeks. The bank sees no issue on its side. I can connect to the bank from QB. Mobile & desktop fail. Ideas?

 
8 Comments 8
Joesem M
Moderator

QB retrieved no bank transaction from my linked account for 6 weeks. The bank sees no issue on its side. I can connect to the bank from QB. Mobile & desktop fail. Ideas?

Thank you for posting in the Community, @ghasking.

 

You can retrieve the transactions from your linked account in QuickBooks. I'll provide the steps below.

 

  1. Go to Banking on the left panel.
  2. On the Banking page, click on the Update button.
  3. If you’re unable to connect, please wait for 2 or 3 hours and try again.


If you get the same result after updating the connection, you can bring transactions into QuickBooks Online by using the WebConnect feature. You can refer to the Import bank transactions from Excel CSV file to QuickBooks Online article for the detailed instructions.

 

If you receive an error message or code, refer to this article: Fix banking errors.

 

Also, you can check this article to learn how QBO process your bank and credit card accounts to download your recent transactions: Connect bank and credit card accounts to QuickBooks Online.

 

Get back to me if you have other questions. I'm always here to help. Take good care!

ladybirdaccounting
Level 1

QB retrieved no bank transaction from my linked account for 6 weeks. The bank sees no issue on its side. I can connect to the bank from QB. Mobile & desktop fail. Ideas?

I have the same issue, I have just discovered with two of my client files. Bankfeed has been connected happily since july 19 and running along with no problem. Now it is saying that is has updated (5hrs ago) but zero transactions have been added since 18/11/19. I know my client has had hundreds of transactions since then. Both of these with issues are with Commbank.

Intuit Zac
Content Creator

QB retrieved no bank transaction from my linked account for 6 weeks. The bank sees no issue on its side. I can connect to the bank from QB. Mobile & desktop fail. Ideas?

Hi LadyBirdAccounting, 

 

Thank you for sharing your experience with us. 

 

So that we can better support you on this, do you mind contacting our support team so we can help resolving this for you? 

 

Thank you and please let us know if you require additional assistance on this. 

NK2020
Level 1

QB retrieved no bank transaction from my linked account for 6 weeks. The bank sees no issue on its side. I can connect to the bank from QB. Mobile & desktop fail. Ideas?

Was there a solution to this as I am having the same problem

ChristieAnn
QuickBooks Team

QB retrieved no bank transaction from my linked account for 6 weeks. The bank sees no issue on its side. I can connect to the bank from QB. Mobile & desktop fail. Ideas?

Hi there, NK2020.

 

Yes, the steps above are the solutions when your bank transactions are not updated. 

 

If you've followed the steps and still unable to resync the data, I suggest contacting our QuickBooks Support Team. They can check your account to see the cause of the issue why you're still unable to reconnect your data.

 

Here's how to contact them:

 

1. Open your QuickBooks Account.

2. At the top right, click the Help icon.

3. Click Contact Us.

4. Under What can we help you with?, enter your concern about unable to connect transactions.

5. Click Let's Talk.

6. You'll be routed into the Choose a way to connect with us page.

 

  • Start a chat with a support expert.
  • Get a callback from the next available expert.
  • Ask the community to get help from businesses like yours.

 

You can check this article to see steps on how you can review your transactions to avoid double entries: Categorise and match online bank transactions in QuickBooks Online.

 

Please check this article on how to fix different banking errors: What to do if bank transactions won’t download or there's a bank error.

 

Don't hesitate to post again if you have other questions related to QuickBooks. I'm always here to help.

ladybirdaccounting
Level 1

QB retrieved no bank transaction from my linked account for 6 weeks. The bank sees no issue on its side. I can connect to the bank from QB. Mobile & desktop fail. Ideas?

Hi,

No there was not. I had to upload a CVS for the missing transactions. It has not happened since though.

NK2020
Level 1

QB retrieved no bank transaction from my linked account for 6 weeks. The bank sees no issue on its side. I can connect to the bank from QB. Mobile & desktop fail. Ideas?

Thanks Ladybirdaccounting, Looks like I'll be busy entering stuff manually as I don't want to bother my (new) client again. :)

Kass_B - Product Champion
Content Creator

QB retrieved no bank transaction from my linked account for 6 weeks. The bank sees no issue on its side. I can connect to the bank from QB. Mobile & desktop fail. Ideas?

Hi NK2020,

 

I'm sorry to hear you've had some trouble with bank feeds. Between all of the different banks that are supported, and all of the connection requirements, there can be a number of different reasons that bank feeds can stop working. We do have tools that allow us to verify the cause of the issue and guide you to a solution, however there can be a number of reasons why the connection could stop working; the best option if you're unable to see the cause for the issue is to reach out to our support team so that they can diagnose and resolve it with you if possible as the issue experienced by other users may not be the same as yours. 

 

With that said, if there are missing historical transactions, uploading a CSV file is certainly a quick way to bring the transactions into the Banking tab so they can be reviewed. If required, this article has some tips on importing, and this article also has a video for reference.

 

-Kass