Solved: 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?

GebelAlainaM · ‎November 17, 2022

Hello there, @finance20211. I appreciate your effort doing the manual update of your bank, and I understand the importance of this issue sorted out as soon as possible. I'm here to help you.

Also, if your done doing the suggested troubleshooting process to fix the error in this thread and still get the same concern, I'd recommend you reach out to our Technical Support Team. This way, they can look into your account and investigate further about the issue.

Here's how:

Sign in to your QuickBooks Online company.
Go to Help.
Select Contact Us.
Enter your concern, then select Let's talk.
Choose a way to connect with us:

Start a chat with a support expert.
Get a callback from the next available expert.

You may refer to this article for the support schedule with your QuickBooks product: Support hours and types.

I've also added this following articles for future help:

Please keep me posted if you need anything else. I'll be around to help you. Have a good one!

jgisana · ‎February 27, 2023

This manual process worked for my checking account but fails for my visa account with the error:The uploaded file isn't a valid Web Connect file.

GlinetteC · ‎February 27, 2023

I'll ensure you can upload the file successfully, jgisana.

QuickBooks Online only supports these file extensions for manually uploading bank transactions:

Comma-Separated Values (CSV)
QuickBooks Online (QBO)
Quicken (QFX)

The error message appears if the file type is incorrectly formatted. Let's review the file format to be sure it can be downloaded. Please see the article Format CSV files in Excel to get bank transactions into QBO for additional details on how to confirm it.

Or QuickBooks might not have been able to access the .qbo file because it was damaged. We can download them from your bank's website and re-upload them again to QBO.

Once all your transactions are in QuickBooks, we can match and categorize them.

Please add a reply below if you want to share additional details. I'll revisit this thread to ensure you get the help you need.

jgisana · ‎February 28, 2023

Manually uploading the CSV file instead of the Quickbooks file did work.

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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?

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?

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?

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?

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