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woof1
Level 2

Transactions from bank not syncing with QuickBooks

 
5 REPLIES 5
Ashleigh1
QuickBooks Team

Transactions from bank not syncing with QuickBooks

Hello woof1, thanks for reaching out to us on the Community page, are you getting any error messages or codes showing up at all? What bank is it and account type?

woof1
Level 2

Transactions from bank not syncing with QuickBooks

There’s no error message. The wheel spins to update, takes a while, says it’s done but no new transactions are showing. I’ve had no new transactions since the 31st August.

it’s a HSBC Business Kenitic current account. 

Ashleigh1
QuickBooks Team

Transactions from bank not syncing with QuickBooks

Thanks for that information Woof1, is there definitely transactions that should be coming through? The account in the system is not showing any errors on our side either. 

woof1
Level 2

Transactions from bank not syncing with QuickBooks

There are lots of transactions that should be coming through, I can of course view them on my banking app!

No errors showing either side and bank account is connected to QuickBooks fine

LeizylM
QuickBooks Team

Transactions from bank not syncing with QuickBooks

Hello there, woof1. 

 

It's my priority to ensure that your bank transactions will sync into your QuickBooks Online (QBO) account.

 

The data we receive in QuickBooks depends on the information sent to us by the financial institution. If the connection between QBO and the bank is interrupted, bank transactions may not sync in the system.

 

We can perform some troubleshooting steps to fix this. There are times when the browser is full of frequently accessed page resources, which causes some errors or unusual responses. 

 

Let's start accessing your account using a different or private browser. You can use any of these shortcut keys:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P
  • Safari: Command + Shift + N

 

Additionally, you'll want to manually upload your transactions into QBO using a CSV file to make sure your transactions are up-to-date:

 

 

Once everything is back in order, you can begin categorising and matching your online bank transactions to post them into the appropriate accounts.

 

Keep me posted with your result or if you need further assistance with updating your bank. I'm determined to help you succeed. Have a wonderful day!

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