My bank transactions are not uploading. My bank seems to be connected as the balance is showing correct in Quickbooks. I’ve tried unconnecting and re connecting.

We've got some solutions to perform to download your NatWest bank transactions to QuickBooks Sole Trader, Benh2.

We appreciate you performing some troubleshooting steps to get this banking issue resolved. May we know if you received an error message when uploading your bank entries? This helps us better isolate the problem. 

Aside from reconnecting your bank, we can reach out to your financial institution to verify whether they are conducting any maintenance activities or system upgrades at the moment. This helps us determine if the connectivity issues are related to ongoing changes on their side. If this isn't the cause, try clearing the cache to delete those temporarily stored files and browsing history. The collection of data over time can create corruption, however, removing this should fix the issue. Also, we can utilize another supported browser or device if this doesn't work. This happens when the current browser you're using has a temporary issue with the program.

If you encounter an error message "Sorry, an unexpected error has occurred. We could not connect your accounts, please try again later.", we recommend contacting our phone support to diagnose the situation further.

Once done, we can manually upload transactions from your bank into QuickBooks Sole Trader as a workaround. You can check out this article for the steps and details: Manually upload transactions into QuickBooks. Then, go to the For customers using QuickBooks Sole Trader section. 

To help you troubleshoot common bank connection errors in the future, refer to this article: What to do when you encounter a bank connection error in QuickBooks.

Once your bank account is connected, your latest transactions will automatically downloaded into the program. Then, we can categorize them to represent your income and expenses accurately.

We are one post away if you have any other questions about connecting your bank account or banking-related concerns. You have a good one. 

I’ve tried deleting the cache and I’ve tried reconnecting on different browsers. It says it’s connected and it updates the balance but it’s just not pulling my transactions over.

I appreciate your efforts in performing basic troubleshooting steps, Benh2.

Since clearing the cache didn’t work, I recommend reaching out to our Live Support Team. They can securely access your account, investigate the issue you’re experiencing, and provide you with tailored guidance to help resolve your concern. Here's how:

1. Sign in to your QuickBooks Online, then click the Help icon.
2. Choose either tab to get started: Assistant or Search.
3. Type your concern and Select Contact Us.
4. Click the Chat with Us or Callback option.

I'd also suggest checking the support hours to know the best time to contact them at your convenience.

You can visit this article to guide you in organizing your online transactions for a seamless financial record: Categorise bank transactions in QuickBooks Solopreneur.

If you need additional assistance with any QBO-related concerns, you can reply to the thread or start a new one. We're here to provide guidance and support.