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Everything you need to know about connecting your bank and credit cards in QuickBooks Online
mike-jones2603
Level 1

My transactions are not upto date

 
1 REPLY 1
Heide DC
QuickBooks Team

My transactions are not upto date

I’ll help you update your bank transactions in QuickBooks Online Solopreneur.

 

To start, could you please share the name of your bank and let me know if you’ve seen any specific error messages? This will help us identify the cause of the issue and find the best solution.

 

Please note that QuickBooks typically imports up to 90 days or 24 months of transactions, depending on your bank. Here's how to manually refresh your transactions in your bank feeds:

 

  1. From the left menu, select Transactions.
  2. Click Bank Transactions.
  3. Click the Refresh button.

 

 

If your transactions still don’t update, check your bank’s website for any maintenance, updates, or notifications.

 

Meanwhile, you can manually upload your bank transactions to keep your records up-to-date in QuickBooks. Be sure the file matches the required format.

 

If you need further assistance, the Community is available 24/7 to help.

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