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talaat43agha
Level 1

Unable able to download bank account between 17/03/2020 and 17/04/2020, I have been trying to solve the issue by chatting with two agents but not successful

 
3 REPLIES 3
GeorgiaC
QuickBooks Team

Unable able to download bank account between 17/03/2020 and 17/04/2020, I have been trying to solve the issue by chatting with two agents but not successful

Hi talaat43agha,

 

Thanks for joining us on the community. 

 

What bank and account type are you attempting to download transactions for?

 

talaat43agha
Level 1

Unable able to download bank account between 17/03/2020 and 17/04/2020, I have been trying to solve the issue by chatting with two agents but not successful

Thank you for your reply, my account with NatWest bank current account 

AileneA
QuickBooks Team

Unable able to download bank account between 17/03/2020 and 17/04/2020, I have been trying to solve the issue by chatting with two agents but not successful

Hi, @talaat43agha

 

Thank you for the additional information. We can manually update your bank. You need to pick a date range that the transactions wasn't downloaded in your bank. This prevents duplicates. Here's how: 

 

  1. Click the Accounting, then choose Chart of Accounts
  2. Find the Bank that you want to upload more transactions into. Then press Account history
  3. Scroll to the bottom of the list.
  4. Write down the date of the oldest transaction. In many cases, the oldest transaction is the opening balance.  

Next Download transaction from your bank.

  1. Sign in to your bank website. 
  2. Follow your bank’s instructions for how to download transactions to your computer. Some banks call this WebConnect. Every financial institution has different steps. 
  3. Make sure the date range for the download is at least one day before your oldest transaction.
  4. Download your transactions. Save the file somewhere you can easily find it, like your desktop. 

Once done Review the file format and size. For further guidance and steps you can check this article: Manually upload transactions into QuickBooks Online

 

However, if you encounter any error message, I recommenced this article on how to fix error in QuickBooks: Fix bank upload errors in QuickBooks Online.  

  

You can check this article for your reference: Understanding if you can upgrade your bank feeds to Open Banking

 

That's it. Please let me know how it goes I want to ensure that everything is taken care of. Have a great day!

 

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