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Rosemary-Wise
Level 1

Bank transactions import isn't working.

 
2 Comments 2
ClaireSamanthaS
QuickBooks Team

Bank transactions import isn't working.

Welcome to the Community forum, Rosemary.

If your bank transactions are not importing automatically into QuickBooks Online (QBO), the issue can be related to your bank connection.

 

To resolve this, I recommend logging in directly to your bank's website and looking for any pending messages, notifications, or security prompts that require action. Additionally, confirm that there are no known bank outages or maintenance announcements on their website, and ensure that the transactions are not just "pending," as QBO only downloads posted transactions.

 

If the bank's website is fine, try forcing a manual update within QBO:

 

  1. Go to Accounting, then select Bank transactions.
  2. Select the relevant bank account tile.
  3. Click the Update button in the top right corner to refresh the connection.

    bank update sam.png

 

If an error code appears after the update, you can check out this article to learn how to resolve it: Fix specific bank errors.

 

For any further questions or additional assistance, please add a comment below. We are here to help.

SIAB
Level 7

Bank transactions import isn't working.

@Rosemary-Wise 

Try opening your QBO account on any private/incognito browser.