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Level 1

Bank transactions are not importing

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

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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?

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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. 
 

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