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Level 2

Bank upload is complete with correct balance, but showing no transactions to review?

Hi All,

 

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
Best answer 12-05-2018

Accepted Solutions
Level 2

Re: Bank upload is complete with correct balance, but showing no transactions to review?

Hi there 

 

Yes my issue cleared once I cleared the browsing history and cache.  Many thanks for your support.

View solution in original post

25 REPLIES 25
QuickBooks Team

Re: Bank upload is complete with correct balance, but showing no transactions to review?

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?

 

Thanks,

Level 2

Re: Bank upload is complete with correct balance, but showing no transactions to review?

Hi,

 

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.

QuickBooks Team

Re: Bank upload is complete with correct balance, but showing no transactions to review?

Do you have an option to update transactions?

 

Thanks,

 

 

Level 2

Re: Bank upload is complete with correct balance, but showing no transactions to review?

No nothing 🤔

Moderator

Re: Bank upload is complete with correct balance, but showing no transactions to review?

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.

 

Here's how:

  1. Click the Gear icon. 
  2. Select Bank accounts.
  3. Click Refresh all. I suggest you do this around 3-5 times to build a stable connection between the two platforms (bank and QBSE).

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.

Level 2

Re: Bank upload is complete with correct balance, but showing no transactions to review?

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.

 

Thanks.

QuickBooks Team

Re: Bank upload is complete with correct balance, but showing no transactions to review?

Hi Debbie

 

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

 

Kind regards

 

Emma

Level 2

Re: Bank upload is complete with correct balance, but showing no transactions to review?

Hi there 

 

Yes my issue cleared once I cleared the browsing history and cache.  Many thanks for your support.

View solution in original post

Level 1

Re: Bank upload is complete with correct balance, but showing no transactions to review?

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!

Level 1

Re: Bank upload is complete with correct balance, but showing no transactions to review?

I have also now contacted my bank who said there is nothing they can do.

QuickBooks Team

Re: Bank upload is complete with correct balance, but showing no transactions to review?

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. 

Level 1

Re: Bank upload is complete with correct balance, but showing no transactions to review?

I have done this but so far have received no help.... 

QuickBooks Team

Re: Bank upload is complete with correct balance, but showing no transactions to review?

Hi AlleviateCare

 

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?

Level 1

Re: Bank upload is complete with correct balance, but showing no transactions to review?

You can message me at [email address removed].  I am connected to the bank (co-op) but it isn’t listing the transactions 

QuickBooks Team

Re: Bank upload is complete with correct balance, but showing no transactions to review?

Hello

 

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?

 

Thanks

 

Emma

Level 1

Re: Bank upload is complete with correct balance, but showing no transactions to review?

Emma,

 

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.

Level 1

Re: Bank upload is complete with correct balance, but showing no transactions to review?

I have sent this screen shot by email already- so can tell you it was 4th april. Thanks 

QuickBooks Team

Re: Bank upload is complete with correct balance, but showing no transactions to review?

Hello,

 

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

Level 1

Re: Bank upload is complete with correct balance, but showing no transactions to review?

Thanks Talia- I have already placed my email on this chain. It is [email address removed]

Level 1

Re: Bank upload is complete with correct balance, but showing no transactions to review?

Please note I have now also contacted via FB messenger. I hope this helps. 

QuickBooks Team

Re: Bank upload is complete with correct balance, but showing no transactions to review?

Hello,

 

Unfortunately our system automatically removes any email addresses posted, with it being a public post.

 

Thanks,

 

Talia

Level 1

Re: Bank upload is complete with correct balance, but showing no transactions to review?

I have sent as a PM to FB msgs too FYA. 

 

Thanks 

QuickBooks Team

Re: Bank upload is complete with correct balance, but showing no transactions to review?

Did you send this to QuickBooksUK?

 

Thanks,

 

Talia

Level 1

Re: Bank upload is complete with correct balance, but showing no transactions to review?

quickbooks self employed