Hello and thank you reaching out to us in the Community, matthewshedd44.
I'll share some possible reasons on why bank accounts are not updating and the steps on how we can get the transactions.
QuickBooks automatically downloads the latest transactions every night. If the update seems to get stuck, an issue from the bank's end might be causing this, or you may need to complete some security requirements.
For the moment, let's do the manual update in QuickBooks. This helps update all of your connected bank and credit card account, and add your new transactions.
Here's how:
- Go to Banking or Transactions on the left navigation menu.
- Select the Banking tab.
- Click the Update button.
After the steps, review the transactions. If your bank is still not loading the new data, please sign in to your bank's website and check any maintenance or security updates. In case you encounter any bank errors, you can check the solutions under Step 4 in this article: What to do if you get a bank error or can't download transactions in QuickBooks Online.
In addition, you can manually download the transactions using a CSV file. The instructions on how to do so is laid out in this guide: Manually upload transactions into QuickBooks Online. Then, start categorizing and matching the data.
If in case you see some duplicates, you'll want to exclude them. Here's a link for the steps: Exclude a bank transaction you downloaded into QuickBooks Online.
When you're ready to reconcile the bank account, feel free to watch the video tutorial here.
Please drop by the Community again if you have additional questions about the online banking. I'll be right here to help. Have a good day ahead!
