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reneeta-vigueras
New Member

How come some of my transactions aren't automatically updating into quickbooks?

I have some income that didn't update into quickbooks. Is there a way to find it or reconcile with TD?

1 Comment 1
EvethC
QuickBooks Team

How come some of my transactions aren't automatically updating into quickbooks?

Hi there, Reneeta. Thanks for bringing this issue to our attention. Let me help you restore missing bank transactions in your QuickBooks Online (QBO) account so you can get back to managing your business.

 

Before we proceed, could you let us know if you've encountered any error messages? This information will help us provide the most accurate guidance.

 

If some transactions are not updating automatically in QuickBooks, it could be due to a problem with the bank connection (TD), or the transactions may still be processing and haven't cleared yet. For more information on how to address missing transactions in QBO, refer to this article: What to do if you get a bank error or can't download transactions in QBO.

 

Next, log in to your bank's website to check for any maintenance tasks that may be occurring. If everything is fine, verify the bank connection settings in QuickBooks for your TD Bank account. If the connection is active, manually refresh the bank feed to retrieve and ensure that all your transactions are displayed correctly.

 

Here's how:

 

  1. Go to Transactions.
  2. Select the Banking transactions.
  3. Press the blue tile for the specific bank account and click Update.
  4. If prompted, enter your Multi-Factor Authentication (MFA) credentials and select Continue update.

 

In the meantime, you can manually upload your missing bank transactions using a CSV file or enter income manually by navigating to + New > Invoice or Sales Receipt to keep your records up to date. Afterward, reconcile your account to ensure that all transactions are accurate and accounted for.

 

If you need more help, don't hesitate to reply here. We'll be happy to help you.

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