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davidmallyon-gma
Level 1

The bank feed is importing entries previously imported but not yesterdays transactions.

I only want to work with this financial year (1/7/24-30/6/25)
Started QB account a few days ago. Bank feed is importing transactions from QB start but only to end of month. They also re-appear in transaction list despite excluding and deleting.
1 Comment 1
IntuitSheila
Level 8

The bank feed is importing entries previously imported but not yesterdays transactions.

Hi David,

 

Thanks for posting in the Community!

 

It's odd the bank transactions still showing even if it's been excluded. Let's perform some basic troubleshooting steps to isolate the behavior encountered in your QuickBooks Online account. To start with, use a new incognito window or a different supported browser. Using an incognito window does not store any data file.


Here's how:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Shift + N

 

Then, log in to qbo.intuit.com and enter your bank sign-in info in QuickBooks. 

 

  1. Click on Transactions tab and click Bank transactions.
  2. Select the bank account and click on Edit icon.
  3. Click on Edit sign in info,
  4. Manually enter your bank's log in information.
  5. Click on Save and connect.

 

We may need to escalate this to our banking team to help check the account connection. I recommend contacting our Customer Care Team. They have the tools to check your bank connection.

 

  1. Log in to QuickBooks Online.
  2. Click on Help (?).
  3. Click on Contact Us.
  4. Enter a short description of your concern.
  5. Click on Chat or Phone support.

Post again in the Community if you have further concerns with bank transactions.