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destinent1
Level 1

Bank transactions not importing

 
1 Comment 1
MaryLurleenM
Moderator

Bank transactions not importing

Let's try to manually update your bank connection, destinent1.

 

Here are some reasons why you're transactions are not updated:

  • There is a minor or major update in your bank information such as the bank account number.
  • Update on your bank’s website. If you can't find your FI, you can request support for your bank and request it be added.
  • Update in your Online Banking Login credentials.
  • Bank outage and other scheduled maintenance.

Here's how:

  1. Click the Gear icon.
  2. Select Bank accounts.
  3. Click Refresh all.

If you're still unable to receive updates, you can log in to your bank’s website and download an updated list of your transactions and upload them to QuickBooks using a CSV file. You can check this article for the detailed steps: Add older transactions to QuickBooks Self-Employed.

 

Stay in touch with me if you still have questions.

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