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MelissaX
Level 2

Bank transaction import stopped December 31 2020

Bank accounts have been sync'd fine with BMO, up until the end of December. There has been activity in bank accounts since January 1, 2021 - but none of the transactions are importing into Quickbooks Online. I've tried updating manually + editing bank connection. No errors are popping up to show any issues.  
Any tips on how to get the accounts sync'd again to pull transactions? 

Solved
Best answer January 04, 2021

Best Answers
GlinetteC
Moderator

Bank transaction import stopped December 31 2020

I appreciate the steps you've performed to get this issue sorted out, MelissaX.

 

You can check with your bank if they have ongoing maintenance preventing bank transactions to import into QuickBooks Online. 
 

In the meantime, we can manually upload your bank transactions to your QuickBooks account. You can go to your bank's website and follow the instructions on how to download them. I've listed our supported file formats below:

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

You follow these steps in uploading the file:

  1. Select Banking from the sidebar menu, then click the Banking tab.
  2. Hit the Upload transactions button.
  3. Click Browse, then choose the file you downloaded from your bank.
  4. Select the account you want to upload the transactions into from the QuickBooks account ▼ drop-down menu, then select Next
  5. Follow the on-screen instructions, then click Next.
  6. When you’re ready, click on Let's go.

Once done, you can go back to the Banking menu to match and categorize your bank transactions. 

 

I'll be right here to keep helping if you have any other concerns or questions about banking. 

View solution in original post

2 Comments
GlinetteC
Moderator

Bank transaction import stopped December 31 2020

I appreciate the steps you've performed to get this issue sorted out, MelissaX.

 

You can check with your bank if they have ongoing maintenance preventing bank transactions to import into QuickBooks Online. 
 

In the meantime, we can manually upload your bank transactions to your QuickBooks account. You can go to your bank's website and follow the instructions on how to download them. I've listed our supported file formats below:

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

You follow these steps in uploading the file:

  1. Select Banking from the sidebar menu, then click the Banking tab.
  2. Hit the Upload transactions button.
  3. Click Browse, then choose the file you downloaded from your bank.
  4. Select the account you want to upload the transactions into from the QuickBooks account ▼ drop-down menu, then select Next
  5. Follow the on-screen instructions, then click Next.
  6. When you’re ready, click on Let's go.

Once done, you can go back to the Banking menu to match and categorize your bank transactions. 

 

I'll be right here to keep helping if you have any other concerns or questions about banking. 

View solution in original post

MelissaX
Level 2

Bank transaction import stopped December 31 2020

Thank you - did a manual update and some of the January Transactions came through. Looks like it was on BMO side. 

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