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rweibel
Level 1

Bank is updating balance but not showing transactions to process. I've tried updating many times. I do not see any error messages either. What can I do?

HELP!! I have tried everything and I cannot even get into the help screen to get a callback! Is there a number I can call?

JasroV
QuickBooks Team

Bank is updating balance but not showing transactions to process. I've tried updating many times. I do not see any error messages either. What can I do?

I’m here to help and get you back in running your business, @rweibel.

 

Can you share with me what specific help you need? This way, I’ll be able to provide you the right information to resolve it. Any additional details can help us narrow things down.

 

Nevertheless, if you wish to talk with one of our specialists, you’ll need to schedule a callback from us. To contact them, I recommend accessing your QuickBooks Online (QBO) account on a private window (incognito). This way, we can verify if the issue you’re having is caused by stored cache files. 

 

Browsers save cache data to help load the page faster. When piled up, this causes issues and affects your QBO performance. Using a private window doesn’t save any cache files. Thus, this can help us verify the issue easily. To start, you can use these keyboard shortcuts in opening a private window:

 

  • Press keys: Ctrl + Shift + N (Google Chrome browser)
  • Press keys: Ctrl + Shift + P (Mozilla Firefox browser)
  • Press keys: Command + Shift + N (Safari browser)

 

If you’re able to contact our Support team, I’d suggest clearing your regular browser's cache. This will delete all saved data files from your browser and helps it to function efficiently. If the issue persists, try using other supported browsers. That way, we can check if this is a browser-integrated issue.

 

In addition to this, I’m adding this link that you can read for reference in matching your real-life bank balance and QuickBooks balance: Reconcile an account in QuickBooks Online.

 

Keep me in the loop if you have any other concerns or questions. It’s always my pleasure in keeping you on the right track. Have a good one and keep safe.

actonconcord-jan
Level 2

Bank is updating balance but not showing transactions to process. I've tried updating many times. I do not see any error messages either. What can I do?

I am having the same issue. I am a new quickbooks customer and set up our business checking account, it's showing updates (that are accurate), but no transactions are showing up. I have tried most of the above suggestions (if they were applicable) to no avail. We are with Bank of the West in CA. Please advise, thank you so much!

Rubielyn_J
QuickBooks Team

Bank is updating balance but not showing transactions to process. I've tried updating many times. I do not see any error messages either. What can I do?

Thanks for letting us know about your challenges in setting up your bank with QuickBooks, @actonconcord-jan.

 

I'm here to help you bring your transactions into QuickBooks Online (QBO).

 

But before that, may I ask if you encounter any error messages? 

 

If you've done the steps in manually updating your bank but encounter the same result, There's a possibility that the connection between your bank's website and QuickBooks was interrupted. I'd suggest getting in touch with your bank to verify if they have ongoing page maintenance that's causing the interruption.

 

If none, we can manually upload your bank transactions into QuickBooks through a web connect file. For more insights, please see this article:  Manually upload transactions into QuickBooks Online.

 

Additionally, here's how to check the format of bank transactions in a CSV file you plan to upload into QuickBooks.

 

For future reference, you can read these guides about categorizing your bank transactions and reconciling your accounts.

 

Please let me know if you have any other banking concerns by dropping a reply below. I'll be around to help you. Have a wonderful day.

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actonconcord-jan
Level 2

Bank is updating balance but not showing transactions to process. I've tried updating many times. I do not see any error messages either. What can I do?

Hello, Thank you. There are no errors popping up, just "0 transactions."  My online banking seems fine and up to date. 

Tori B
QuickBooks Team

Bank is updating balance but not showing transactions to process. I've tried updating many times. I do not see any error messages either. What can I do?

Thanks for following up with us, @actonconcord-jan.

 

I'm happy to see that you don't have any errors and your banking seems fine and up to date. Since you see "0 transactions," I encourage you to follow the steps to manually upload the transactions as mentioned by my colleague above. Manually uploading the transactions would be the best course of action at this time. 

 

Please let me know if you have further questions or concerns. I'll be here every step of the way. Feel free to reach out to the Community at any time. We're always around to lend a hand. Take care! 

actonconcord-jan
Level 2

Bank is updating balance but not showing transactions to process. I've tried updating many times. I do not see any error messages either. What can I do?

After days of dealing with 0 transactions, this was the solution! Thank you. 

QwkB00ks_Emily
Level 1

Bank is updating balance but not showing transactions to process. I've tried updating many times. I do not see any error messages either. What can I do?

What was the solution specifically? Manually updating your transactions? I am super frustrated with the same problem. Montecito Bank and Trust. I've tried all of the suggested solutions above. Why do I pay $70 a month so that I can manually pull in transactions? 

Rasa-LilaM
QuickBooks Team

Bank is updating balance but not showing transactions to process. I've tried updating many times. I do not see any error messages either. What can I do?

Hi there, QwkB00ks_Emily.


I'd also feel the same way when something doesn't work as expected. Let me provide some information on why you’re unable to get the latest entries from Montecito Bank and Trust.


The issue you’re experiencing is already reported to our engineers (INV-58365). They’re actively working to get the bank feeds feature running back to normal.


We request all affected users to sign up to the notification list. This is to ensure you’ll receive email updates about the investigation.


Here’s how to reach them:

 

  1. In your company, click the Help icon at the top to open the QB Assistant window.
  2. In the Assistant tab, key in the issue or topic in the field box.
  3. Press the Get help from a human link and follow the on-screen steps to complete the process.
  4. From the support options, select Chat or Callback.


In the meantime, upload your bank transactions via Web Connect. For detailed instructions, see the following article: Manually upload transactions into QuickBooks Online.


For additional reference, this link will guide you on how to get your downloaded to show in QBO. From there, you’ll see the links to common bank feeds errors.


I appreciate your patience while we’re working on this. Reach out to the Community for any QuickBooks concerns. I’m always ready to help and make sure you’re taken care of.

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