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I'm missing a chunk of transactions from Barclays between Nov 3rd and NOv 13th 2023 - I've checked consent, unreviewed, everything at https://quickbooks.intuit.com/learn-support/en-uk/help-article/bank-feeds/cant-find-downloaded-trans.... Rather than having to input them all manually, any tips for how to rediscover them? THey are on the bank account, so exist! Thanks
Hello Elizabeth, you can simply upload any missing transactions by csv upload so that they then show up on your account. Here are soem help article that shows yo what the format needs to be and the steps to uplaod it into your account.
Format CSV files in Excel to get bank transactions into QuickBooks Online
Manually upload transactions into QuickBooks Online
I am looking to get my banking transactions back dated for 12 months and I am unsure how to do this ?
I can share some information on how you can bring your bank transactions in QuickBooks Online (QBO), Martin.
When connecting your bank account to QuickBooks Online (QBO). QBO will automatically download the last 90 days of transactions. You can use Web Connect files to import older ones into the program.
To do this, get the bank data from your bank using the supported file types, download it to Excel, and ensure it's in the correct format before uploading it.
Here's how to upload bank transactions:
Moreover, I'll be sharing the following resources to help manage your bank transactions in QBO:
Should you require additional support with adding bank transactions in QBO, please don't hesitate to get in touch. I'm here to help you.
I keep receiving an error code "Connection not available" when marking transactions as personal or business. I have two different bank accounts set up and recently added the second bank account, ever since this update I am now having issues. Should I just have one bank account linked?
It's not necessary to link just one bank account,madal.
First, I'd like to know the name of your financial institution. This way, I can check if there are reported issues.
To rule this out, we can log in to your bank's website to check if everything is working on their end. Look for any messages, notifications, or alerts. These should tell you if something isn't working.
If everything looks good, we can perform basic troubleshooting steps. You could be experiencing browser-related issues. To resolve this, open your account in a private or incognito window. You may refer to these keyboard shortcuts:
You can also use a different supported browser, as there could be a temporary issue with QBO or the browser you're currently using.
I'm adding these resources to learn how to speed up categorization and reconciliation processes:
Feel free to swing by the Community again should you have other banking concerns. I'll be more than willing to help. Stay safe.
Hi there, trying to re authenticate my SOLDO card after 90 days but get the error 950 and Try again later. Please help as we are reaching month end reporting!
Thanks for dropping in on this thread, A Khan
We don't have any current reports of issues with SOLDO bank in QuickBooks Online.
If you haven't already, please try a full disconnect and reconnect of the account in QB. Before you disconnect, double-check the date of the last downloaded bank transaction, to prevent downloading the same transaction twice when re-connecting.
To disconnect, go to the Bank transactions tab and select the pencil icon above the bank balance. Select Edit account info, then tick Disconnect this account on save and Save.
Select Link account on the landing page to connect your bank feed. During the connection flow, you can select which accounts they will link to in QuickBooks.
If you need any further support following these steps, please get back in touch below.
Having a problem reconnecting bank account, okay at the banking end but returns to wrong page Quickbooks
Thank you for joining this thread, Maddison. I'd be glad to assist you in reconnecting your bank account in the Community.
To begin with, here's how to reconnect your bank account:
To have further reference on how to do it, please check out this article: Reconnect your bank account in QuickBooks Self-Employed.
Additionally, if the issue still occurs, I suggest we perform basic troubleshooting by accessing your account using a private browser window, for this ignores cookies and doesn't save browsing history.
These are the keyboard shortcuts:
If this works, it means that you need to clear the browser's cache so the system can start fresh.
Furthermore, if you are experiencing a different problem or have a specific error received, please let me know. This way, I can give you the appropriate and accurate resolution. Any additional information will be highly appreciated.
I've also added articles about reconciling accounts, fixing banking errors, and other related topics.
Moreover, you can check out this article to help you learn how to manually group transactions: Manually import transactions into QuickBooks Self-Employed.
I'll be around if you have an update or need further assistance reconnecting your bank account. Keep safe.
I tried again but error 590 unable to connect to bank account - I will try to disconnect and reconnect in QB. Thank you for the help.
Hi Georgia - It seems I'm unable to disconnect the account; I simply do not get the option when I click the 'edit account info' option. It would seem it wont let me disconnect until I reauthenticate the account which is the problem in the first place as it keeps giving me error 590. Any ideas as its been 28 days since the last feeds from SOLDO!
Thanks for trying those steps, A Khan. It's unusual that there would be no option to disconnect.
So that we can take a closer look, please begin a chat or contact our support team on 0808 234 5337 (8 AM - 7 PM, Mon - Fri). The agents here will have access to set up a remote screenshare where they can view QuickBooks with you. Thank you!
Hi I’m having trouble connecting my chase bank account I don’t have a social security number and I use the banking app not desk top ? Can I still connect ?
You can connect your Chase Bank to QuickBooks Online even without the Social Security Number, Claire. SSN is only for the US. Allow me to walk you through the steps.
To connect with your Chase bank account, you must use a computer browser to log into QuickBooks. This condition is only compulsory during the initial setup phase. After successfully establishing the connection, you can utilize a mobile application to manage and access your financial information.
Here are the steps:
For detailed information, refer to this article: Connecting Chase Bank to QuickBooks Online.
I'm adding this article you can use in the future: Categorise and Match Online Bank Transactions in QuickBooks Online.
Should you have follow-up questions or concerns about connecting your bank account to QBO, I will be around. Don't hesitate to reply. Take care and have a good one!
i dont want to set up a rule that makes the transaction go straight to matched. I would like to set up a rule that auto completes some of the fields. Example - when we pay our crews - its always under the same category (subcontractor payments) but its relating to a different customer. so id like it if the rule prepopulated the vendor and category each time but still came up for review so i can add the specific customer.
do i just set the rule up but turn off the setting: ''automatically confirm transactions this rule applies to' ?
I appreciate you sharing your idea to handle bank rules in QuickBooks Online (QBO), elui.
Yes, you're right. Turning off the Auto-add feature in QBO will prevent the system from automatically adding and matching your bank entries.
Here's how:
Once turned off, go to the For review tab to view which bank rule applies to the downloaded transactions. There, you can add the specific customer to the entry. For the detailed instructions, follow these steps:
For more details about how this feature works, please see this article: Set up bank rules to categorise online banking transactions.
Once you categorised your transactions, you can start reconciling your account to ensure the data matches your bank statement.
I'm happy to help again if you have more questions about managing your bank rules. Would you like to learn more about other banking processes in QuickBooks? I'm with you every step of the way.
Hi there, I have not been able to connect to Barclays Bank (error 9999) from Quick Books for several days. Is this a widespread problem or is it confined to me?
Imogen.
Hi Imogen Thanks for reaching out to us. A number of our customers have been experiencing the 9999 error, the error is caused by a script error that interrupts the connection between QuickBooks and the bank. To resolve the issue I'd be grateful if you can login to QuickBooks using a private/incognito window, navigate to the for review/banking page > select the drop down menu to the right of link account > Manage connections > follow the prompts > refresh the page. If this doesn't resolve the error please fully disconnect and reconnect the bank account following the steps in the article provided: https://intuit.me/3xL8uVA
Hi,
I have missing transactions in the Bank Transactions tab. This is the first time this has happened. I have checked categorised/excludes. I have disconnected/reconnected the bank link. It's just not appearing - why has this happened? How do I fix this? How do I know that all the other transactions are appearing without manually checking?
many thanks
Hello, Sarfraz.
I can walk you through how to check your bank connection concern.
The transactions downloaded to QuickBooks Online (QBO) depend on the data provided by your bank. This happens when there's an issue with the bank or maintenance.
I suggest that you log in to your bank website to check for notifications, updates, or alerts that need action. If there's no issue with your bank, you can go back to your QuickBooks account to update it manually to get the most recent transactions. Here's how:
After updating, transactions should be downloaded to QuickBooks. You can check them manually in the For Review section.
If the entries are still missing, you may want to consider uploading them yourself. Read this article to learn more: Manually upload transactions into QuickBooks Online.
Once they are in QuickBooks, you are now ready to match and categorize them.
I’ll get back to you as soon as possible if you have other concerns with your bank transactions. Just comment below and stay safe.
Hi, I’ve connected I’ve bank account , but the other won’t connect
Hi, we are backs to connect one bank account , the other was fine. I’ve tried 3 times
I appreciate your participation in this discussion, Kate. I'm here to ensure you can connect all your bank accounts to QuickBooks Online (QBO).
First, I'd like to know the financial institutions you want to connect with in QBO. Did you get any error messages when you tried to link them? It will assist me in identifying the root of the problem.
If you encounter multiple results during your search, we recommend logging into all bank extensions. Here's how:
However, if you have tried all the options and still can't connect, or if your bank doesn’t appear, we suggest requesting support for your bank.
In case you come across an error code or error message when trying to connect a bank account, please see this article to rectify this: Fix bank errors in QuickBooks Online.
In the meantime, you can download your transactions from your bank's website and upload them to QuickBooks using a CSV file. Once done, review them to ensure they're added to the correct accounts.
You can also add the bank's name and other details in the comments below. By doing so, I can check our records for any investigations or verify its cause.
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