Hello, @redkitelifts-gma.
I'll help you handle the bank sync issue in QuickBooks Online. Before we proceed, I would like to gather more information about the concern you are facing.
Firstly, let me know if you're trying to connect a new bank account or if the issue occurred after an initial successful connection. Did you receive any error messages or specific error codes while syncing your bank account or downloading transactions? Also, please specify the name of your bank, so we can check if there are any reported issues or limitations with their integration.
If your bank transactions aren't syncing or downloading, try updating your bank account manually by clicking the Update button on the Banking page.
Additional troubleshooting steps can be found here: What to do if you see a bank error or bank transactions won’t download.
If you're unable to connect your bank account, here are a couple of things you should check:
- Check your bank's website to see if they're having a maintenance update. This can cause issues when connecting your account. You might need to wait until it's done.
- There are alerts or pending actions that need your attention on your bank's website. Log in to your account check those notifications and see what you need to do.
You can manually upload your bank transactions to QuickBooks Online by following this guide: Manually upload transactions into QuickBooks Online.
Once you have all the transactions in QuickBooks Online (QBO), make sure to categorise them to the correct account for easy reconciliation.
I'll be waiting for additional details regarding the sync issue. However, if you need help with any other processes in QuickBooks Online, I'd be more than happy to lend a hand.
