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tessalwaysbusiness
Level 1

Transaction aren’t coming in

 
1 Comment 1
GlinetteC
Moderator

Transaction aren’t coming in

I understand that transactions aren't coming through as expected, Tessa. I'd be happy to team up with you to resolve this issue.

 

If the issue specifically involves a bank transaction, we can check the Bank Feed Status page for any on ongoing issue. If everything looks fine, we can verify your bank information to see if it matches in QuickBooks.

 

Here are the steps:

 

  1. Head to Transactions.
  2. Choose the appropriate account.
  3. Click the edit pencil icon to update the account information. 

 

 If everything looks good on your end, we can manually update your bank to refresh its connection.

 

Here's how:

 

  1. Navigate to Transactions and select Bank transactions.
  2. Click Update.

 

Let's also make sure that there are no connectivity issues that disrupt the flow of transactions, which could include problems with your internet connection or issues on the bank's server.

 

If this isn't a bank transaction, could you share a few details so I can guide you through the exact troubleshooting steps?

 

We look forward to hearing back from you.

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