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cl92
Level 1

What do I do when I have setup open banking feeds, after successful setup, my bank balance matches what is in QBO however no transactions are being downloaded. Any idea?

I have followed all instructions provided on the website, permissions are correct on the online banking settings. We have tried multiple logins all of which achieve the same result with trying to connect, disconnect and reconnect on each. I am also not able to import historical transactions which has been over the past 5 days as this bank feed prior to upgrading had been working successfully for the past 7 years. Bank is Westpac. Any help will be appreciated

1 Comment 1
Aldren18
QuickBooks Team

What do I do when I have setup open banking feeds, after successful setup, my bank balance matches what is in QBO however no transactions are being downloaded. Any idea?

I understand the inconvenience you are experiencing with your transactions, especially after completing all of those troubleshooting steps. Please get in touch with our live support team for a thorough review of your account. They can verify your bank feed connection and address any underlying issues with you in real time.

 

As a temporary workaround, you may manually upload your recent transactions into the program. Please note that once the connection is restored, QuickBooks may download the latest transactions again, including any you’ve already uploaded. Be sure to review the For review tab afterward and exclude any duplicates to keep your books accurate.

 

I’ll keep this conversation open for any follow-up updates or questions.