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kennethsaundry1
Level 1

Bank download has missed transactions. Update did not help. How do I get them downloaded.

sThe majority of 2 months of transactions are missing. Have checked excluded and categorized lists.
1 Comment
Rebecca R
QuickBooks Team

Bank download has missed transactions. Update did not help. How do I get them downloaded.

Hello Kenneth,

 

First of all, I love that you've been using the bank feeds feature in QuickBooks Online to make adding your transactions a much simpler process. I know how an interruption to the connection with your bank can make it difficult for you to get back to business, so I want to get to the bottom of this.

 

Since you've already taken the initiative to try updating your feeds, I'd like to go through a few additional steps that you can take. Right off the bat, you should try logging into your financial institution's online banking portal. If you experience a problem signing in, it's a sign that there's a bigger issue lying with your financial institution. Contact their support line for further direction on how to proceed.

If everything looks ok on your bank's end, the next thing you should try is updating your bank info in QuickBooks. To do this:

 

  1. Navigate to the Banking or Transactions menu from the left.
  2. Go to the Banking tab.
  3. Select the tile for the appropriate account. Select the small Edit pencil.
  4. Choose Edit sign-in info.
  5. Update your info as needed. If there hasn't been a change to your login credentials, simply re-enter your existing details.

 

Once complete, try updating the feed again to see if your transactions pull through. If you're still not seeing any new transactions, there may be an issue with your browser. The images and files stored in your browser's cache can cause issues on occasion and it's important to run through the troubleshooting steps below to eliminate this as the source of the problem:

 

 

If your recent transactions aren't pulling in after completing all of my recommended steps above, reaching out to our support team is the next step to getting this resolved. Sometimes issues with the connection between QuickBooks and a financial institution run deeper and require research by our engineers. Our support team can collect some sensitive account details that shouldn't be shared on this public forum in order to create a ticket and escalate it to our engineering team for a fix. There are several ways you can reach out for support, I'll share them at the end of this post.

Since I know how important it is to have up-to-date transactions in your bank feed, I want to give you a workaround. If you're able to access your online banking portal, you'll be able to download your transactions as a .CSV file. Once you've done that, you'll simply need to import them into QuickBooks, similar to how you'd connect a new account. Check out this article to learn more about how to Manually upload transactions into QuickBooks Online. It's important that you only download and import transactions for the dates that haven't pulled in, as you may end up with duplicates otherwise. But not to worry, duplicates are easily removed! Just select them and click Exclude.

 

I'd also like to point you in the direction of this comprehensive article. It goes over the steps I've mentioned as well as some common error codes. If you're receiving an error code while trying to update your feeds, the information here might help you sort this out:

 

 

Here are the ways that you can get in touch with us: 

 

Schedule a Callback or Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat. Support is available from Monday to Friday between 9 a.m. and 8 p.m. ET.

Phone: We can be reached at the hours above by calling 1-855-253-1536.

Social Media: Facebook, Twitter, and Instagram.


I wish you the best of luck. Have a great day!