cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Visit this post for a list of recent banking issues in QuickBooks Online.
Highlighted
Level 1

Bank transactions not showing

I've connected to my bank account numerous times and it is not showing all of the transactions. I've tried to upload a CSV file with the missing transactions and it won't let me, saying it has already matched these transactions. What do I do? 

7 REPLIES 7
Highlighted
QuickBooks Team

Bank transactions not showing

Hi, @studioseren.

 

Good to see you here in the Community. It's my priority to help ensure your bank transactions are up-to-date in QuickBooks Self-Employed (QBSE). 

 

May I know what bank account you're using? We've recently received reports that some of our customer's bank transactions aren't updating with QBSE. Our engineers are diligently working with the affected financial institutions to get this fixed as soon as possible.

 

There are several instances why you’re unable to receive the latest bank transactions.  

  • They may have implemented changes to their service offerings, Web Connect or Direct Connect.
  • An update on your bank’s information such as the name (bank merger), account number and login credentials require you to refresh it in QuickBooks.
  • You may have an Inactive Bank Account enabled for Online Banking in QuickBooks.
  • There may be ongoing maintenance on your bank’s website.

Let’s run a manual update to ensure your bank transactions are up-to-date. Here's how:

  1. Go to Gear icon.
  2. Choose Bank Account.
  3. Click Refresh On

This process will restore the bank connection and will trigger updates to your bank transactions.

 

Here are some articles that can help you get going:

Keep me posted if you have additional questions about banking transactions in QBSE. I'll be around to help. 

Highlighted
Level 1

Bank transactions not showing

I’ve kept on refreshing but not receiving any recent transactions from my bank account ?

thanks 

Highlighted
QuickBooks Team

Bank transactions not showing

Hi @Harryshipton,

 

I'd appreciate it if you could provide the name of the bank in question. This way, we can identify if there are recent reports about it, or not. With this, I can provide the appropriate steps too.

 

For now, I suggest you try the following steps:

  1. Open your browser's private window.
    • Google Chrome: Ctrl + Shift + N
    • Mozilla Firefox: Ctrl + Shift + P
    • Internet Explorer: Ctrl + Shift + P
    • Safari: Command + Shift + N
  2. If that works, clear your browser's cache.
  3. You can also try a different browser, if available.

You also have the option to manually import your bank transactions, check out this article how: Add older transactions to QuickBooks Self-Employed. You can see 4 sets of steps, namely: get the date range, export the transactions from your bank, import the transactions, and review what you imported.

 

Feel free to reply if you have other questions. I'll get back to you as soon as I can.

Highlighted
Level 1

Bank transactions not showing

I am having the same issue, with SDCCU as my bank provider. You're advising that we import older transactions manually but as @Harryshipton said, it 'filters out' all of the transactions automatically as it thinks it has access to them already through the bank connection. This is incredibly frustrating and preventing me from being able to run my business in a smooth and efficient manner. I won't be able to continue using Quickbooks if this is not resolved.

Highlighted
Moderator

Bank transactions not showing

Thanks for joining the conversation, @kindredandcopper,

 

When you connect an account into QuickBooks, the system downloads the data for the last 90 days. Any transactions older than this should be imported manually to correct your bank balance.

 

Here are some possible causes why not all transactions are imported or getting banking errors:

  • The bank recently made some changes with their security feature or connection.
  • Log in credentials set up in QBO doesn't match with the online banking log in.
  • QuickBooks Online is unable to connect to your bank's website.

If the account is already connected, let's try refreshing your bank connection in the web browser. Follow the steps below if you recently made any changes to your bank login:

 

QuickBooks Self-Employed:

 

  1. Go to the Gear icon and select Bank Accounts.
  2. Tap the Refresh all button.

QuickBooks Online:

 

  1. From the left toolbar, select the Banking menu and tap the Banking tab.
  2. Click to highlight the account you're updating, then hit the Update button.

For first time connection, refresh the connection by performing the steps below:

 

 

  1. Go to Banking from the left menu and choose the Banking tab.
  2. From there, click the Add Account button.
  3. Enter your financial institution’s URL or name on the search box and see the results.
  4. Select the bank and click Continue
  5. Follow the on-screen instructions to connect your bank account.


To learn more about fixing online banking issues, see this article: What to do if bank transactions won’t download or there's a bank error?

 

I appreciate your patience with this banking problem. Let me know how things go in the comment section, as I want to make sure this is resolved. I'll be more than glad to share additional insights and assistance whenever you need it. Have a wonderful rest of the day!

Highlighted
Level 1

Bank transactions not showing

Hi,  I seem to have the same issue. I'm with HSBC and all was working fine until recently.  I can connect to my accounts and download the balance - but from the 20th January the detail no longer shows up in my transactions - so I have no way of verifying the info. I've tried all the suggestions on this thread and nothing has worked so far.

 

Thanks

Highlighted
Moderator

Bank transactions not showing

Great work in performing the recommended steps provided above, MWmarketing.

 

I'd suggest reaching out to our phone support team so they can investigate this further and can assist you right away. 

 

You can follow this link to get help with QuickBooks Self-Employed: Contact QuickBooks Self-Employed Support.

 

I'm including this article that will guide you on the process of how you add and match transactions in QBO: Add and match downloaded bank transactions.

 

Feel free to get back into this thread if you need anything else.