Bank transactions

Thanks for reaching out and letting us know what you’re experiencing, Dave262. It's important it is to be able to access bank transactions and manage your finances smoothly in QuickBooks Online (QBO). I’m here to help you get back on track with your business as quickly as possible.

When syncing your bank for the first time to QBO, it’s important to set the date range to pull previous transactions. Note that bank transactions older than 90 days cannot be downloaded but can be uploaded manually.

You can also check your bank's website for any alerts or notifications that might prevent bank transactions from appearing.

If no bank error occurs, let's try to connect the bank transaction so that the transaction will be pull up.

Here's how:

1. Navigate to Transactions and choose Bank Transactions and select the pencil Icon.

2. Choose the bank, and click  Edit sign info.

3. If prompted, enter your Multi-Factor Authentication (MFA) credentials and select Continue.
4. Go back to the Banking Transactions and select Update.

If the issue persists after updating your bank feeds, please follow these troubleshooting steps and retry the steps above using a different browser.

However, if the issue remains, contact our Live support team. For details on our support hours, please see this article: Get help with QuickBooks products and services.

Furthermore, if you want to keep your transactions organized, feel free to visit this article for guidance: Categorize online bank transactions in QuickBooks Online.

If you have any further questions about bank transaction or need assistance with any aspect of our program, please reply below. I’ll ensure this conversation remains open for any future discussions. Have a great day ahead.

Thank you for the reply.

The sign in info is correct and I tried relinking the account and it’s not pulling the transactions. The card I am using is the Lowe’s business card from Synchrony. Are there any known issues with that card?

Thank you for the reply.

i am using the Lowe’s business credit card from Synchrony. Are there any issues with that card? I tried updating the connection with no success.

I appreciate the steps you've taken, Dave. Maintaining a seamless connection between QuickBooks and Lowe's Bank is crucial for efficiently managing your transactions. To ensure you receive the most accurate solutions, I'll connect you with our Live Support Team, who is well-equipped to assist you further.

Our experts have all the necessary tools to pull up your account in a secure environment. They can perform a screen-sharing session to investigate this behavior further.

To reach them, follow the steps below:

1. In your company, click the Help icon in the upper right to display the support window.
2. You can utilize the QB Assistant by typing in your question or topic, which will provide options to help you obtain answers. Alternatively, use the Search tab to enter a keyword or topic of interest.
3. If you can’t find the answers to your questions, click on Contact Us to connect with an expert who can assist you further.
4. On the "How would you like to connect with us?" page, choose either Have us call you or Chat with us.

For additional details about our contact features and support hours, please refer to this article: Get help with QuickBooks products and services.

In the meantime, you can upload your bank transactions into QuickBooks Online using Web Connect. Once done, review the file format and manually import it to QuickBooks.

Here's how:

1. Go to Transactions, then select Bank Transactions.
2. Select the blue tile corresponding to the account where you wish to upload your transactions.
3. Choose the Link account ▼ dropdown, then select Upload from file.
   
4. Select Drag and drop or select files, and select the file you downloaded from your bank. Then, select Continue.
5. In the Select a QuickBooks account for the bank file you want to upload ▼ dropdown, select the account you want to upload the transactions into. Then, select Continue.
6. Follow the onscreen steps to match the columns in the file with the correct fields in QuickBooks. Then select Continue.
7. Select the transactions you would like to import. Then select Continue.
8. Click Yes, then Done.

For complete guidance, refer to the links below, which provide detailed instructions on how to manually upload transactions into QuickBooks Online, as well as how to properly format CSV files in Excel to import bank transactions into QuickBooks.

Once imported, QuickBooks will automatically download your latest transactions. It’s important to review and categorize each transaction to ensure that they are allocated to the correct accounts.

Additionally, I've added this article that'll help you check your accounts in QuickBooks to ensure that everything is recorded accurately: Reconcile an Account in QuickBooks Online.

Let me know if you have more concerns about banking transactions. I’ve always got your back. Stay safe!