I'm here to help with the bank feed issues you are experiencing with First Citizen Bank and ensure you'll be able to get your transactions into the program successfully, k68welch.
Syncing problems with your First Citizen Bank in QuickBooks Online can cause various reasons. To isolate why some of your bank transactions are not showing, let's update your Financial Institutions manually.
To do this, follow the steps below:
- Go to the Transactions page, then select Bank transactions.
- Click Update.
Next, if the same thing happens after updating manually, check for bank notifications. Sometimes, banks require additional authentication or may have important messages for you regarding your account. Sign in directly to your bank's online portal and check for any alerts or notifications that may be blocking the sync.
To check bank alerts, here's how:
- Go to the Transactions page, then select Bank transactions.
- Select Link account. You won't add an account. You just need the listed URL.
- Search for your bank and select it.
- Copy the URL listed for your bank.
- Sign in to your bank website using the copied URL.
However, if none of the solutions are resolved above, we can manually add the missing transactions as an alternative option. To do this, download a CSV file of your transactions from your bank and import them into the system manually. Here's how:
- Go to the Transactions page, then select Bank transactions.
- Click the dropdown arrow in the Link account and select Upload from file.
- Choose the files and follow the onscreen instructions.
Once you settle everything, you can review the transactions and reconcile your accounts to align them with your bank statements. Don't hesitate to explore these references for an in-depth guide to the process:
If you need more guidance about missing bank transactions in QuickBooks Online. I'm always ready to back you up. Take care, and have a great day!
