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Finance-Team
Level 1

Hello, the owner of the company connected his Mercury Credit account to Quickbooks Online. There are a lot of transactions in it and I couldn't find them all. How to fix?

 
1 Comment 1
Jayson_E
QuickBooks Team

Hello, the owner of the company connected his Mercury Credit account to Quickbooks Online. There are a lot of transactions in it and I couldn't find them all. How to fix?

I've got some troubleshooting steps we can perform to resolve the missing transactions in QuickBooks Online (QBO), Finance-Team.

 

First, I recommend checking if there are any announcements or scheduled maintenance updates on the bank's official website that could be affecting the transactions to upload.

 

If everything seems fine on the bank's end, let's go ahead and refresh the connection between your Mercury Credit account and QBO:

 

  1. Navigate to the Transactions menu.
  2. Select Bank transactions.
  3. Choose the tile specifically for the Mercury Credit account.
    sss 55.png
  4. Click Update to refresh the connection.

 

In the meantime, you can consider manually uploading transactions into the program to continue with your workflow.

 

I'm also providing these articles to help you set up bank rules and categorize transactions in QBO:

 

 

Lastly, consider exploring our QuickBooks Live Expert Assisted service, which provides expert guidance and valuable insights to help you optimize your QuickBooks experience.

 

Let us know in the comments if you have any other concerns regarding bank transactions in QBO. It's our priority to ensure your success.

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