Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
As of today, August 21, 2024, my last pulled in transactions was on August 14, 2024. This is not helpful nor supposed to happen. I have tried every fix, including reconnecting my bank, entering credentials, etc. Nothing works. I can understand it not pulling in pending transactions, but I cannot go a week or more without keeping up with categorizing everything and pulling them in with days to sort through vs a little each day. It is frustrating.
There is nothing on my bank end (maintenance, etc) that would cause this, so I am not interested in hearing that response from the help team. I have looked through the forums and seen this response used often and that is not the solution. I want to know why this software cannot pull in transactions on a regular, timely basis when my other software did it perfectly for 2 years. This appears to be an Envestnet Yodlee problem! Extremely frustrating
Solved! Go to Solution.
I appreciate the work you've done to fix the issue, Zebo. I also recognize the importance of pulling your transaction in QuickBooks Online (QBO). Let me route you to our expert to help you with this one.
Since you're experiencing a bank error, I recommend contacting our customer support team. This way, they can pull up your account securely and check the cause of the problem.
Here's how you can reach them:
In the meantime, you can manually enter your transactions or import them from an Excel CSV file. This allows you to download your transactions.
In QBO, you can review your accounts to ensure they match your bank and credit card statements. For more details, check out this article: Reconcile an account in QuickBooks Online.
This thread is always open if you have additional questions or concerns about your bank. I'm ready to help you out.
Try opening your QBO account on any private/incognito browser.
I appreciate the work you've done to fix the issue, Zebo. I also recognize the importance of pulling your transaction in QuickBooks Online (QBO). Let me route you to our expert to help you with this one.
Since you're experiencing a bank error, I recommend contacting our customer support team. This way, they can pull up your account securely and check the cause of the problem.
Here's how you can reach them:
In the meantime, you can manually enter your transactions or import them from an Excel CSV file. This allows you to download your transactions.
In QBO, you can review your accounts to ensure they match your bank and credit card statements. For more details, check out this article: Reconcile an account in QuickBooks Online.
This thread is always open if you have additional questions or concerns about your bank. I'm ready to help you out.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here