Hi, @dominostyle65.
Thanks for posting your concern here in the Community. Let me help ensure you're able to download your bank statements in QuickBooks Online (QBO) successfully.
When you connect your online bank and card accounts, QuickBooks downloads new transactions automatically.
In this case, you'll need to manually download your transactions to bring in the transactions to QBO. Here's how:
- Go to the Banking menu.
- Select Update. This updates all of your bank and card accounts. If you see a message about additional authentication, follow the onscreen instructions.
If downloads seem slow or stuck, the issue may be on the bank’s end. Sign in to your bank’s website to check.
First, get the URL from QuickBooks:
- Go to the Banking menu.
- Select Add Account (you won’t add an account, you just need the listed URL).
- Search for your bank and select it.
- Copy the URL listed in the window.
Sign in using your bank username and password. Some banks have multiple sign-in URLs, make sure you’re using the one listed in QuickBooks..
If you can sign in to your bank’s website, please follow the following steps below:
- Check your account page for messages, notifications, or alerts. Any display or sign in issues on your bank’s website can potentially block QuickBooks from downloading new transactions.
- Check your bank’s website for any announcements about new security requirements.
- If everything looks good, go back to the Banking menu in QuickBooks.
- Select the blue tile for the bank account.
- Select Update.
However, if you encounter some errors from downloading bank transactions, please follow the Step 3 in this article for the resolution steps: Open Banking connection errors in QuickBooks Online.
Please let me know how it goes. I'll be here to keep helping if you have any other questions about downloading bank transactions.
