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str8bricklaying
Level 1

My accounts want up date , I have done everything it’s says to do. ?????

 
1 Comment 1
SarahannC
Moderator

My accounts want up date , I have done everything it’s says to do. ?????

Hi there, str8bricklaying.

 

Just to make sure that we're on the same page. Are you referring to the bank account? If so, we'll have yo update your account on your bank's website first. Afterward, we'll have to do the same thing within QuickBooks Online. It's a way to reflect everything you've made on your financial institution.

 

If you've already done manually updating your account within your book, let's try to check with your bank. It could be that there's maintenance in your bank that has not completed yet. It's also possible that there are a few things that we'll need to update as well as. 

 

If that's the case, we can manually import them through WebConnect. It's how we can bring transactions from your bank to QBO using the  CSV (Comma-Separated Values) file type. 

 

Below are the things that you can follow:

 

  1. Download the transactions by signing in to your bank's website.
  2. Once done, save the file.
  3. Log in to your QBO accoount.
  4. Go to Banking on the left panel.
  5. Still, within the Banking tab, click the File upload button at the upper right corner.
  6. Click Browse and locate the file you've saved earlier.
  7. Hit Open, and then Next.
  8. Select account for transactions to be uploaded.
  9. Review transactions to import to make sure that everything goes well.
  10. Then, Next.

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 About handling transactions in QBO, you can explore the articles below:

 

 

If you are referring to something else, please let me know by commenting below. I'll help you figure it out. Take care!