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dave152
Level 1

Banking transactions are not show in Quickbooks

Last update was 1/21/22
1 Comment 1
AbegailS_
QuickBooks Team

Banking transactions are not show in Quickbooks

Thank you for letting us know about the status of your bank transactions, @dave152

 

Let me help you bring your transactions into QuickBooks Online (QBO).

 

But before that, may I ask if you encounter any error messages? 

 

Manually updating your bank account in QuickBooks Online (QBO) helps refresh the connection between your bank and QuickBooks so transactions will show up.

 

Here's how:

  1. Go to the Banking tab.
  2. Select the bank account and click Update.
  3. If prompted, enter your Multi-Factor Authentication (MFA) credentials and select Continue update.

If the transactions still don't download, check out this article for troubleshooting steps: What to do if bank transactions won’t download.

 

Otherwise, try checking them in your Banking menu. They may be stuck there.

 

  1. Go to the Banking menu or Transactions menu.
  2. Choose the Banking tab.
  3. Select tile for the bank or credit card account you downloaded the transaction from.

 

Additionally, here's how to check the format of bank transactions in a CSV file you plan to upload into QuickBooks.

 

All you need to know about handling missing transactions can be found here: Bank transactions are duplicates, missing or wrong, or bank balance not updating.

 

Here's an article that you might find helpful when matching and managing your downloaded transactions: Categorize and match online bank transactions in QuickBooks Online.

 

Please let me know if you have any other banking concerns by dropping a comment below. Have a wonderful day!

 

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