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Steve Orme1
Level 2

Natwest Bank

Is there a way to pull through today's banking transaction rather than having to wait until the next working day to see them in Quickbooks?

 

Thanks

Solved
Best answer May 16, 2022

Accepted Solutions
JasroV
QuickBooks Team

Natwest Bank

You've come to the right place, @Steve Orme1

 

Yes, you can download your most recent QuickBooks Online transactions (QBO). I'd be delighted to show you how.

 

All we need to do is manually update your bank in order to refresh the connection and get the latest available transactions. 

 

Here's how:

 

  1. Go to the Banking or Transaction menu.
  2. Click the Banking tab.
  3. Select your Natwest Bank and click Update.
  4. If asked, enter your Multi-Factor Authentication (MFA). Then select Continue update.

 

If no transactions have been added, I recommend contacting your bank and verify of any updates. QBO is reliant on the information they provide. It is up to them on how long they will take to process your latest transactions.

 

Furthermore, I got you this article for you to read. This provides details on how to import your transactions in QBO: Manually upload transactions into QuickBooks Online.

 

I got your back whenever you need help with your transactions and QBO. Our door is always open for you. 

View solution in original post

1 REPLY 1
JasroV
QuickBooks Team

Natwest Bank

You've come to the right place, @Steve Orme1

 

Yes, you can download your most recent QuickBooks Online transactions (QBO). I'd be delighted to show you how.

 

All we need to do is manually update your bank in order to refresh the connection and get the latest available transactions. 

 

Here's how:

 

  1. Go to the Banking or Transaction menu.
  2. Click the Banking tab.
  3. Select your Natwest Bank and click Update.
  4. If asked, enter your Multi-Factor Authentication (MFA). Then select Continue update.

 

If no transactions have been added, I recommend contacting your bank and verify of any updates. QBO is reliant on the information they provide. It is up to them on how long they will take to process your latest transactions.

 

Furthermore, I got you this article for you to read. This provides details on how to import your transactions in QBO: Manually upload transactions into QuickBooks Online.

 

I got your back whenever you need help with your transactions and QBO. Our door is always open for you. 

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