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Everything you need to know about connecting your bank and credit cards in QuickBooks Online
rachelrutherfordharp
Level 1

I've just reconfirmed consent for my bank to share transactions, but I was late and it's missing a month - do I need to download these or will it backfill itself?

 
1 REPLY 1
LouiseG
QuickBooks Team

I've just reconfirmed consent for my bank to share transactions, but I was late and it's missing a month - do I need to download these or will it backfill itself?

Welcome to the Community, Rachel.

Since bank transactions didn’t sync to QuickBooks after reauthorizing consent, you’ll need to manually refresh the connection.

Here’s how:
 

  1. Head over to the Gear icon.
  2. Go to Manage accounts.
  3. Click Refresh all.


Once done, return to the bank feeds to confirm if the missing transactions have synced. If they haven’t, you can manually import your bank transactions using a CSV file format.


Feel free to leave a comment below if you have follow- up questions.

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