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Hi there, JW011.
When you connect your bank, your transactions will be automatically imported into QuickBooks Online. However, please note that QuickBooks depends on the bank's data to populate the program. Your financial institution determines how QuickBooks receives the information. Thus, it displays the exact information when syncing entries.
To rectify this, let's refresh the bank connection to import the missing transactions. Here's how:
Afterward, carefully review, categorise, and match the downloaded transactions to ensure everything is correct. This will help you keep your Charts of Accounts organised and accurate.
If the transactions didn't show, I suggest manually uploading the transactions using a CSV file your bank provides. This guarantees precise transactions that are reflected in QuickBooks Online. Make sure to review the file format and size before doing so.
I also encourage contacting Monzo about how they send their data to QuickBooks Online and prevent this from happening in the future.
Tag me in the comment below if you have clarification about managing transactions in QuickBooks. I'm always here to help.
Hello,
I have a problem linking my American Express card to my quickbooks online. I receive the message that I need to re authenticate, which I do and I receive confirmation that it has been completed yet it does not and the message to re authenticate re appears. I just dont know what to do. I hope that someone can help. Thank you
Let's work through some troubleshooting steps to get your American Express card linked up without a hitch, Francis13.
To start, did you come across any error codes or messages? That information will be crucial for us to address the issue effectively.
While I wait for your response, log in to your Financial institution (FI) to check for notifications. Make sure there aren't any pending messages or alerts on your American Express account that might need your attention.
If there's none, sign in to QuickBooks Online (QBO) via incognito mode or private window. These browsing sessions prevent data and history linked from staying on the device, allowing the online program to function smoothly. Follow the steps below to bring up a private window:
If you've successfully connected your card to QBO, clear the cache and cookies to improve the browser's overall performance. Otherwise, use another supported browser to see if the issue is with the current one you're using.
If none of these suggestions work, disconnect and reconnect your account to start fresh. Before you do this, check the For review tab for any pending transactions and note the date of your last downloaded transaction. This way, you won’t download the same ones again when you reconnect.
Once the bank feeds connection is up and running again, categorise online bank transactions to keep your records organised and facilitate an easy reconciliation process.
If you have other banking-related concerns or queries managing your entries and other accounting tasks, leave a comment below. We'll get back to assist you further.
Thank you.
The error code is 350
I have checked my American Express online account and I cannot see any notification. It is a personal card but it has always worked.
I will follow the procedure through private browsing.
Thank you
I have finally sorted it through disconnecting and reconnecting.
Thank you
I am trying to connect my quickbooks account to my Starling Bank. I get through the process as far as looking into my bank successfully. I am then returned to an Intuit page that states:
“You're almost done. Select Continue to finish up”
Selecting Continue results in a ‘blank page’.
Any suggestions?
*logging in
Thanks for telling us exactly what happened when you tried to connect a bank account, John. I'll share a series of steps that can resolve common browser or other technical issues when connecting banks and downloading transactions in QuickBooks Online.
Start by adding Intuit as a trusted site. Then, use the most up-to-date versions of these supported browsers when logging in to QuickBooks Online:
After that, connect your account from Starling bank once again to check if you're able to do it.
Additional options about resolving browser-related issues are also laid out in these articles:
Now, there are times that getting a blank screen is caused by opening QuickBooks on a multiple tabs. Close all other tabs that has QBO simultaneously and use only one.
To make sure you have all the necessary resources when managing your bank transactions, I'll share these articles as well:
As you start exploring the Online Banking feature, remember that the entire Community is here to support you every step of the way. Whether you have follow-up inquiries or want some advice on best practices, don't hesitate to reach out. We're committed to helping you make the most of QuickBooks and ensuring your financial data works for you.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.