Debit card

Hi there, @indigo-digitaal.

Thank you for communicating with the Community. I'll be more than happy to guide you and share some insights.

QuickBooks Online depends on your financial institution on what your bank allows you to download on QBO. However, it is possible to acquire it through manual updates.

Here's how:

1. Select Banking.
2. Select Update.
3. If prompted, enter your Multi-Factor Authentication (MFA) credentials and select Continue update. You must enter these credentials within 2 minutes of being prompted. Multi-factor authentication is any security precaution that requests more than a single username and password.

For more detailed steps, please refer to this article: Automatic and manual online banking updates.

If it still doesn't work, I suggest contacting your bank to verify it.

For future reference, you can refer to this article if you want to categorize your transactions: Categorize online bank transactions.

Keep me posted on how things go on your end. I'll be around to provide further assistance with your banking concerns.

Connecting to my account is not the issue. It auto-syncs with my bank account just fine, but doesn't see the debit card transactions in that same account. (All my Credit Cards are fine, those are different accounts). But my DEBIT card is part of my business banking account. All those transactions show up on the same bank statement. However, QB only syncs the transactions that are NOT debit card transactions and ignores the rest. So it's connected, but doesn't see the debit card items. They are separated on my bank statement into regular debits, then there is a section after the regular transactions that are labeled for my debit card transactions. Those are the ones that QB ignores. 

I also need the answer to this question, but it doesn't look like one was ever received?

Thank you for joining this thread, ChristinaL11.

Keeping a record of all expenses in a single location is essential for financial management and tracking. I'm here to direct you to the appropriate support that can address your concern about why debit card transactions are not recognized from your account. 

The entries that are downloaded into QuickBooks Online (QBO) are dependent on the data sent by your Financial Institution (FI). To rectify this issue, I recommend contacting your bank's support team for further assistance. One of their specialists will review the mapping of your transactions and assist in downloading your debit card data into the online program.

In the meantime, upload the entries via CSV file and import them into your company to keep your records accurate. Please note that QBO can handle 3-column or 4-column formats.

Also, make sure to classify the transactions to the correct category type for a seamless reconciliation process. This reference provides detailed instructions to carry out the task: Categorize online bank transactions in QuickBooks Online.

If you happen to experience any challenges with your online banking connection or observe any missing downloaded transactions, we have included a collection of links that provide solutions to troubleshoot these issues. Feel free to review each one to view the complete details:

• What to do if you get a bank error or can't download transactions in QuickBooks Online
• What to do if you can’t find downloaded transactions in QuickBooks Online
  
  

Reach out to me again if you have additional questions about downloading your debit card data or have other banking-related concerns. I'll be here to help you out, ChristinaL1. Have a great rest of the day. 

Did you ever figure out how to include the debit card transactions? I just found out mine were not syncing when I manually updated.

Online Banking speeds up the process of managing financial data in QuickBooks Online (QBO), azu2cena. Let me provide guidance to make sure the debit card transactions are downloaded in the program.

To begin, can you specify the name of the bank? Additionally, have you encountered any error codes or messages during the manual update? This will help us check if there are existing alerts that can be related to your concern.

Please note that transactions will only be downloaded if they're already cleared on your bank's end.

If you can already see them on your bank's website or on your statement, factors such as browser-related and technical errors can prevent the system from downloading transactions.

Before that, make sure to add Intuit as a trusted site. Then, use the most up-to-date versions of these supported browsers when logging into QuickBooks Online:

• Google Chrome: version 78 or newer
• Mozilla Firefox: version 76 or newer. 
• Microsoft Edge: version 79 or newer
• Safari: version 12 or newer (Mac only)

After completing the previous steps, go back to the Banking page and initiate another manual update to refresh and download your transactions.

Additional options that can resolve banking and browser-related issues are also laid out in these articles:

• Troubleshooting browser problems
• Clear cache and cookies to fix issues when using QuickBooks
• What to do if you can’t find downloaded transactions in QuickBooks Online

When it comes to selecting and assigning accounts for your banking transactions, remember that our QuickBooks Live Expert Assisted Team is available to provide personalized support. 

Lastly, these articles will provide extra references for managing your financial data in QBO:

• Categorize online bank transactions in QuickBooks Online
•  Exclude a bank transaction you downloaded into QuickBooks Online

Keep in mind that connecting your banking with QBO is an effective way to ensure your finances remain current and accurate. Don't hesitate to come back here if you have other concerns during the process or questions about handling your financial data in QuickBooks.