New to this package. Have done a bit but by no means an expert.
I have connected to my bank and it has revised my balance on the bank accounts page, but no transactions are showing to be reviewed, I know for sure there are some.
Can anyone help?
Solved! Go to Solution.
Hello Debbie and welcome to the Community,
Thank you very much for your question today. Can I please confirm which version of QuickBooks Online you are using whether this is the Small Business version or Self Employed?
When you first connected it should of shown options for how far to try and pull transactions from. What happens when you select update?
Self Employed on line.
Normally I just connect to bank and it downloads the transactions ready for me to view automatically.
Which it isn't doing this time.
Hey there, Debbie48.
Welcome aboard to the Community. I want to make sure your bank transactions download into QuickBooks Self-Employed.
You'll need to log into your financial institution's website to check if you see all transactions. Once done, we can reconnect QBSE to the bank by refreshing it through the system.
I also need to know the name of the financial institution you're referring. I need to check it on our system if there are any reported issues with downloading transactions.
I encourage you to add more details by leaving a comment below. The Community team will here anytime to help you out.
Still not working sadly, I have tried all that is suggested.
This is pretty time critical as I can't get my benefits if I don't update my accounts and submit them.
Can I get you to try clearing th cache and cookies in the browser and trying to update again? If you are unsure how to do this just let me know which browser you are using and we will go through how to do this with you
Mine is still ongoing- have cleared cache, history, tried it on google chrome incognito, disconnected and reconnected the account and refreshed it several times.... HELP!
I want to make sure your online banking issue will be taken care of, @AlleviateCare.
I appreciate you performing the suggested troubleshooting steps above and for contacting the bank to see if there's an issue.
I've checked here on my end to see if there are ongoing investigations about this, but there isn't one.
Just to verify, what specific bank are you trying to download transactions into the program? Also, are you receiving an error message? This way, I can provide the correct resolution about your issue.
If you're receiving any errors, you can manually update your bank account. By doing so, it will help refresh the connection and sync all the transactions.
If you've already updated your account but still unable to see the transactions in the For Review tab, I'd suggest contacting our QuickBooks Online Support Team. They have the tools to help investigate it further why you're still experiencing this issue. Also, they can provide options on how to get your bank transactions into the program.
You can get their most up-to-date contact information through this link: Support Team.
Stay in touch with me on how the call goes by updating this thread, @AlleviateCare. If you need anything else, I'll be around to help. Take care always.
We would be grateful if you can PM us on Facebook or DM us on Twitter with the email address that is associated with your QuickBooks account to enable us to assist you further.
What bank are you attempting to update/connect to QuickBooks, are you receiving an error code/message?
You can message me at [email address removed]. I am connected to the bank (co-op) but it isn’t listing the transactions
Thanks for that. Do you have any pin sentry or additional security with that bank?Could you send us a screenshot of the transactions page and the bank accounts page in the cog showing when it last updated via a Private message?
Please read the chain and you will understand that I have refreshed several times amongst other things- please send me an email to which I can respond personally and then I will send you the screenshots you need. With someone different contacting me each day and no email or personal message option this is more complicated than it need be.
Without an option for us to receive your email address privately (i.e. through Facebook or Twitter) we are unable to email you first. Your best option would be to contact our support line through 0808 234 5337 who will be able to set up a screen share, rather than you having to send screenshots.
Thanks Talia- I have already placed my email on this chain. It is [email address removed]
Unfortunately our system automatically removes any email addresses posted, with it being a public post.