Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
My organisation has 6 accounts with Westpac, two of which are term deposits. With the exception of the term deposits, all feeds are feeding perfectly. The connection to the term deposits on the banking screen shows the green tick mark indicating a connection.
The previous accounting system I was using, imported these interest payments perfectly.
Any ideas?
I can share some information that can help you with importing those interest payments from your bank, @docvorg.
I suggest reaching out to your bank’s customer support and ask how your bank transactions are imported to third-party apps like QuickBooks Online (QBO). Or verify with them how Interest payments are added to QBO.
In the meantime, you can perform a manual update to get the latest available transactions from your online banking account. Here's how:
This updates your bank and credit card transactions. If you see a message about additional authentication, follow the onscreen instructions.
To know more of what you can do if you don’t see your recently downloaded bank transactions in QBO: What to do if bank transactions won’t download or there's a bank error.
After pulling up new transactions, you can now match and categorize those transactions and reconcile them to ensure your books are accurate and there aren't any duplicate transactions:
Let me know if there’s anything else that I can assist with your bank transactions by leaving a comment below. I’m always here to assist. Have a wonderful day!
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.