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Best answer August 06, 2021
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Hello there, @e.wright.
It's my priority to ensure that your bank transactions will sync into your QuickBooks Online 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.
To fix this, you can manually update the account to refresh the connection and fetch missing items.
Here's how:
- From the left toolbar, select the Banking menu and tap the Banking tab.
- Click to highlight the account you're updating, then hit the Update button.
To learn more about fixing online banking issues, see this article: Open Banking connection errors.
I'd also suggest reaching out to your bank to help verify if they have ongoing system maintenance. This can be the reason why transactions are not syncing into QBO.
If the problem continues, you may consider uploading your bank entries manually in the system to get your work done.
Here's how:
- Click Banking from the left navigation panel.
- Pick File Upload from the Update drop-down menu or Upload transactions manually if there isn’t any bank connected to QBO.
- Select Browse and choose the file you downloaded.
- Choose an account from the list, then Next.
- Follow the on-screen instructions to map the fields.
- Select the transactions to import.
- Click Yes.
- Hit Let’s go.
For the information and steps on importing these files, see this article: Manually upload transactions into QuickBooks Online.
Additionally, you can always use these resources attached to guide you in categorising and reconciling your accounts in QBO:
- Learn how to review downloaded bank and credit card transactions and put them in the correct account...
- Reconcile an account in QuickBooks Online
I'd be pleased to assist you if you have further questions with managing your bank transactions. Feel free to leave a reply below.
Hello there, @e.wright.
It's my priority to ensure that your bank transactions will sync into your QuickBooks Online 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.
To fix this, you can manually update the account to refresh the connection and fetch missing items.
Here's how:
- From the left toolbar, select the Banking menu and tap the Banking tab.
- Click to highlight the account you're updating, then hit the Update button.
To learn more about fixing online banking issues, see this article: Open Banking connection errors.
I'd also suggest reaching out to your bank to help verify if they have ongoing system maintenance. This can be the reason why transactions are not syncing into QBO.
If the problem continues, you may consider uploading your bank entries manually in the system to get your work done.
Here's how:
- Click Banking from the left navigation panel.
- Pick File Upload from the Update drop-down menu or Upload transactions manually if there isn’t any bank connected to QBO.
- Select Browse and choose the file you downloaded.
- Choose an account from the list, then Next.
- Follow the on-screen instructions to map the fields.
- Select the transactions to import.
- Click Yes.
- Hit Let’s go.
For the information and steps on importing these files, see this article: Manually upload transactions into QuickBooks Online.
Additionally, you can always use these resources attached to guide you in categorising and reconciling your accounts in QBO:
- Learn how to review downloaded bank and credit card transactions and put them in the correct account...
- Reconcile an account in QuickBooks Online
I'd be pleased to assist you if you have further questions with managing your bank transactions. Feel free to leave a reply below.
Thank you for joining in on the thread and for following BettyJaneB's instructions, BarbaraPol.
I know that online banking is important because it speeds up the recording of transactions and reconciliation. I'll continue to help you check this out.
Aside from doing a manual update, you’ll also want to check your bank’s website to see if there are notifications about changes to bank feeds or anything that need's your attention. If there's none, edit your bank information in QuickBooks without actually changing anything. You only need to go through editing your sign-in details until you reach the final process just to refresh your connection.
- Go to the Banking menu or Transactions menu.
- Go to the Banking tab.
- Select the tile for the bank account. Then select the Edit ✎ icon.
- Select Edit sign-in info.
- Update your info as needed or just click Continue until you're finished.
If the steps still do not fix your connection issue, please contact our QBO Support to investigate this further. They can use a screen-sharing tool to gather more details on the issue.
Lastly, I just want to add this article for your additional reference: What to do if you get a bank error or can't download transactions in QuickBooks Online. It has information about error codes that you might need in the future. It's a US version, but the steps and the principles apply to the UK accounts as well.
The Community is always here if you have other concerns with QuickBooks. I'd be delighted to help you again. Have a great day.
