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11dotmae-gmail-c
Level 1

does anyone have a solution to why my client's bank transactions will not upload to the bank feed?

cannot get the bank statement either? I keep getting the error message saying to complete secure connection?

1 Comment 1
ThomasJosephD
QuickBooks Team

does anyone have a solution to why my client's bank transactions will not upload to the bank feed?

We can perform a troubleshooting step to successfully upload your client's bank transaction to the feed, 11dotmae.

 

First off, could you please let me know which bank you are referring to? Additional information would be appreciated and will help us provide a more accurate resolution.

 

Some banks employ security protocols such as security questions or one-time passwords, which can occasionally lead to errors during transaction uploads or downloads. If your bank requires you to complete one of these procedures, please ensure you do so.

 

In the meantime, we can manually update your bank to get the latest transactions.

 

Here's how:

 

  1. Go to Transactions and select Bank Transactions.
  2. Click the Update button.

 

If manually updating doesn't resolve the issue, try updating your bank information in QuickBooks to ensure everything is synced correctly.

 

Here's how: 

  1. Go to Transactions and select Bank Transactions.
  2. Select the tile for the bank account and then click on the Edit ✎ icon.
  3. Click Edit sign-in info.
  4. Update your information as necessary.

 

Once you have completed all of the troubleshooting steps mentioned above and the issue persists. I recommend checking with your bank institution if there is ongoing maintenance on their end that could be causing the error.

 

To get your bank statements from your bank. You can follow Step 2 of this article: Get bank statements directly from your bank when you reconcile in QuickBooks Online.

 

After downloading your transaction from your bank, you can reconcile your account to ensure that your records match your bank statement. For more information, please check this article: Reconcile an account in QuickBooks Online.

 

Should you have additional inquiries regarding uploading or downloading bank transactions in QuickBooks Online, don't hesitate to drop a comment below.

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