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Everything you need to know about connecting your bank and credit cards in QuickBooks Online
millasz1203
Level 1

Why aren’t my transactions uploaded even tho my bank account connection is active ?

 
1 REPLY 1
jenop2
QuickBooks Team

Why aren’t my transactions uploaded even tho my bank account connection is active ?

I'll provide the necessary steps to determine what's causing the issue and make sure the transactions are downloaded, millasz1203.

 

First, log in to your bank's website to check if there are notifications or maintenance that's preventing the transactions from being downloaded in QuickBooks Sole Trader.

 

If there are none, let's manually update the bank in QuickBooks Sole Trader. This forces the program to redownload or sync data from your bank that was not automatically downloaded when you added your bank. Here's how:

 

  1. Go to Transactions and select Bank transactions .
  2. Click Refresh in the right-hand corner.

 

 

Then, check if the transactions are now showing up.

 

If you can't still see them, I'll share another set of steps to check if a browser or other technical issues are preventing the transactions from showing up.

 

Proceed to adding Intuit as a trusted site. Then, use the most up-to-date versions of these supported browsers when logging in to QuickBooks Sole Trader:

 

 

After that, click the Refresh button once again to download the transactions from your bank.

 

Additional options that can resolve common banking and browser-related issues are also laid out in these articles:

 

  

To make sure you have all the necessary resources when managing your bank transactions after downloading them successfully, I'll share these articles as well:

 

 

If you have any follow-up questions or are seeking advice on best practices when it comes to using the Online Banking feature, feel free to reach out. We're here to help you maximize your experience with QuickBooks.

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