Hello, dinadegracia01-g.
In QuickBooks, once you're bank account is already connected, the transactions will download automatically daily. Please see this attachment for more details about Download the most recent bank and credit card transactions in QuickBooks Online .
However, if transactions don't automatically download, there may be issues with the connection of your bank into QuickBooks Online. We can fix this by manually updating the bank account between two to three times. It'll refresh the connection and can resolve bank problems. I'm here to guide on how to do this.
- Go to the Banking menu on the left pane.
- Hit the pencil icon beside the account name.
- Click Edit sign-in info.
- Enter your bank login credentials.
- Press Update.
Once downloaded you can check these references to categorise the downloaded transactions:
In case you get a different error message while manually updating the bank, please see this article: Fix banking errors.
I'll be around in case you need further help. Feel free to comment below, and I'll get back to you. Take care!
