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giantdonut
Level 1

Bank transactions are not importing

QB is connecting fine to my bank, but transactions stopped importing after March 2018 - any thoughts?
6 Comments
Charies_M
Moderator

Bank transactions are not importing

Thanks for joining us again here in Community, giantdonut.


Did you receive any error message? If so, here's an article that provides a list of online banking errors and the steps on how to fix them: Fix online banking errors in QuickBooks Online.

 

I would also appreciate if you can tell us what specific bank you're using so we can determine and check if there is an ongoing issue with the bank.

 

In the meantime, let's do a manual update to refresh the connection between your bank and QuickBooks Online.

 

Here's how:

  1. Go to Banking from the left menu.
  2. Select the Update button in the upper right.
  3. Select Update Now.

You can leave a comment below to add more details of your concern. Keep me posted on how it goes or if you have additional questions as I'm here to assist.

starnroanise
Level 1

Bank transactions are not importing

I have the same issue. It imports all bank transactions except for a span of 2 months and 5 days. It's incredibly annoying. I've clicked Update now multiple times but it doesn't do it. Did you find out what was the issue?

Anonymous
Not applicable

Bank transactions are not importing

I appreciate you trying some steps to get this issue sorted out, starnroanise.


An interrupted connection between QuickBooks and your bank is usually causing this issue. Since you’re still unable to get these transactions, I’d recommend uploading them manually through CSV. This involves logging in to your bank, downloading the transactions from there and saving it in your desktop. 


For the detailed steps, please check this out: Manually upload transactions into QuickBooks Online.


It would be best as well if you’ll provide us your bank name so we can check if there’s an ongoing issue. Stay around if you need anything else. 
 

amh838
Level 1

Bank transactions are not importing

Hello. I have had the same issue where several months of transactions are missing. I can't get them to pull from the bank account. I downloaded the csv and imported it. It uploaded and I went through each transaction to confirm the information and still the same time period will not show as expenses.  They disappear after I confirm them all. Any suggestions? It is too many to enter one at a time. 

MaryJoyD
QuickBooks Team

Bank transactions are not importing

I can help you look for those imported transactions, @amh838.

 

After you match or add downloaded transactions, they're recorded into QuickBooks. You can go to the bank account's Categorized or Reviewed tab to look for those transactions.

 

Here's how:

  1. Go to the Banking menu or Transactions menu. 
  2. Select the tile for the account you want to review and select the bank account where you've uploaded the CSV file. 
  3. Go to the Categorized or Reviewed tab. 
  4. Make sure to set the filter of the date and transactions. 

You can check this article for more information: Categorize and match online bank transactions in QuickBooks Online.

 

Here's also an article to know more of what you can do if you don’t see your recently downloaded bank transactions in QBO: What to do if bank transactions won’t download or there's a bank error

 

Let me know if there’s anything else that I can assist with about your bank transactions by leaving a comment below. I’m always here to help. Have a wonderful day!

amh838
Level 1

Bank transactions are not importing

Wow.  Thank you so much. Yes they are there. I realized that they are not showing in expenses because they were registered as deposits. I have no idea how that happened or how to mass change. I am tempted to erase the entire database and reimport everything from scratch. 

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