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walker7
Level 1

How can I fix my bank feed? The bank balance is updating appropriately, but the feed is not bringing over the individual transactions.

I have three bank accounts connected in QB. Two of the three are working properly. The third has mysteriously stopped importing individual transactions. No error codes are showing in QB. My bank hasn't updated any software. I am at a loss on why this has happened and how to fix it. I've talked to a QB rep 3 times with no resolution.
7 Comments 7
TirzahC
QuickBooks Team

How can I fix my bank feed? The bank balance is updating appropriately, but the feed is not bringing over the individual transactions.

Welcome to the QuickBooks Community, @walker7.

 

I'm here to ensure this gets sorted out so you can get back to business.Bank connection interruption can cause missing transactions. We can fix this by manually updating your bank to refresh its connection. Here's how:

  1. Go to the Banking menu or Transactions menu.
  2. Go to the Banking tab.
  3. Select Update.

The steps above will surely help you bring in individual transactions on the register.

 

If you happen to encounter error codes when downloading your transactions, you can check this article on how to fix it: What to do if you get a bank error or can't download transactions in QuickBooks Online. Alternatively, you can perform some troubleshooting steps to isolate the issue. Open your browser's private window. It isolates the cache, which is a common cause of unusual behaviors in browsers.

  • Google Chrome: press Ctrl + Shift + N 
  • Mozilla Firefox: press Ctrl + Shift + P
  • Safari: press Command + Shift + N 
  • Microsoft Edge: press Ctrl + Shift + P    

Once logged in, you need to clear the cache of the regular browser you're using.  It will refresh the system and you'll be able to work with clean slate. You can also do this task on other supported, up-to-date browsers.

I'd also appreciate it if you can provide me the name of your bank. This way, I'll be able to check if there are any reported cases.

 

I also recommend checking our Banking and bank feeds page. From there, you can read and learn some best practices in managing your QuickBooks Online (QBO) bank feeds.

 

I'll be around to help if you have any other banking concerns.

walker7
Level 1

How can I fix my bank feed? The bank balance is updating appropriately, but the feed is not bringing over the individual transactions.

After talking with 2 QB support people yesterday and 1 this morning, I have unlinked/relinked the account, cleared cookies/cashe, and used the update button multiple times to no avail.  

MichelleBh
Moderator

How can I fix my bank feed? The bank balance is updating appropriately, but the feed is not bringing over the individual transactions.

I understand how precious time is for you,  @walker7.

 

I appreciate all the effort you've spent to resolve the banking feed concern in QuickBooks Online. I'm here to provide a workaround to ensure you can track and review your transactions as soon as possible.

 

I know you've already called our support team. However, I still suggest reaching out to them again. This way, they can open a new ticket and investigate this further.

 

Please provide a case number to the agent if you have it. This way, you don't need to repeat your issue. You may also check out this article for our support hours: QuickBooks Online Support.

 

In the meantime, you’ll want to manually upload your bank transactions to your account. Let me guide you how:

 

Here's how: 

 

  1. Sign in to your bank website and follow the instructions on how to download your transactions as a comma-separated value (CSV) file.
  2. Go to the Banking tab on the left side.
  3. Click the Link account drop-down and choose Upload from a file.
  4. Tap Browse and pick the data.

 

 

       5. In the QuickBooks account field, select the account you want to upload the transactions into and click Next.

       6. Review all the fields, then tap Next

       7. Click Let's go to complete the process.

 

After that, you can categorize and reconcile your accounts whenever you’re ready. For more details about the process, check out this page: Manually upload transactions

 

Additionally, to learn more about how to resolve bank's issues, you can browse these articles:

 

 

Lastly, could you please let me know your bank's name? This way, I can double-check our reports if there's an ongoing investigation and provide you the exact resolution.

 

Do let me know if you have any further questions about your bank @walker7. I'm here to answer them. Keep safe.

walker7
Level 1

How can I fix my bank feed? The bank balance is updating appropriately, but the feed is not bringing over the individual transactions.

Bank is Carroll Bank and Trust.

Jen_D
Moderator

How can I fix my bank feed? The bank balance is updating appropriately, but the feed is not bringing over the individual transactions.

Thanks for posting here again with the bank name, @walker7,

 

I've checked this with our team and there isn't any reported issues for Carroll Bank and Trust that is under investigation. In the meantime, try doing this step and see if makes any difference.

 

  1. Log into your QuickBooks account and go to the Banking tab.
  2. Click on the account that's having the issue, then select the Pencil Icon to edit.
  3. Select Edit Account Info.
  4. Fill in the details of your bank account and try to re-establish the connection with the bank feed.

 

If you are in rush to get bank transactions in your account for reconciliation, upload the transactions manually. Download the data from your bank then map the transactions in a CSV file.

 

Once it is ready, start importing the file to your QuickBooks Online company. Follow these steps:

 

  1. Open your QBO account and tap the Banking menu.
  2. Click the Link Account drop-down.
  3. Tap the Upload from file option.
  4. Press Browse and choose the file you want to upload.
  5. Choose an QBO file from the list, then Open.
    IMPORTQBOQUICKBOOKSONLINE Step 4: Browse a QBO Quickbooks Online
  6. Follow the on-screen instructions to map the fields.
  7. Select the transactions to import.
  8. Click Yes then Let’s go.

 

When the online banking connection is reconnected, the bank might re-download the transactions that were not fetched before. To avoid any duplicates, exclude them in the For Review tab. Here's how:

 

  1. Go to the For Review tab.
  2. Mark the box next to each transaction you want to exclude.
  3. Select Exclude from the pop-up at the top.
  4. Excluded transactions are then moved to the Excluded tab, and won’t be added to QuickBooks or be downloaded again. To permanently delete duplicate entries, put a check mark on them, then hit Delete.

     

 

To learn more about mapping and uploading bank entries, see the following article:

 

 

I would still recommend connecting with our Team if it doesn't work. Follow the steps below in your QuickBooks Online account:

 

  1. Go to the Help menu in QuickBooks, then choose the Search tab.
  2. At the bottom click on Contact us.
  3. Enter the keyword Banking, Account Management and Billing in the What can we help you with? box.
  4. On the next screen, scroll down to How would you like to connect with us section.
  5. Choose Chat with us to initiate a discussion with a live agent.
  6. Enter you account contact information then press Get a chat.
  7. When using this option, make sure to enable pop-up windows. The chat box will appear at the bottom right section of your monitor, and an agent will be with you shortly after. See this:

 

 

I'll be right here if you have any more questions or updates about this banking problem. Just tag me on your post so I get notified of your reply. Have a good one!

walker7
Level 1

How can I fix my bank feed? The bank balance is updating appropriately, but the feed is not bringing over the individual transactions.

I have tried to reconnect the account multiple times over the last couple of days.  The system looks like it's reestablishing the connection every time I did it, but once the cycle is finished none of the individual transactions are showing up.  The account totals on the bank website and the account total in QB match, but I don't see any new transactions in QB.  

BettyJaneB
QuickBooks Team

How can I fix my bank feed? The bank balance is updating appropriately, but the feed is not bringing over the individual transactions.

I'm grateful for the additional details that you gave, @walker7.

 

I want to make sure that new bank transactions will show up in the system so you can reconcile your accounts smoothly.

 

To better investigate the reason behind this matter, I recommend reaching out to our Customer Care Team again. They have the tools that can help isolate the root cause of this behavior since the steps presented above don't make a difference.

 

You may follow the steps shared by Jen_D above on how to contact them.

 

For now, to make your work done, you might consider uploading the bank entries manually into the system as suggested by my peers in the previous responses.

 

Once done, you can start categorizing them and get ready for reconciliation. Here's a great link that you can use for this process: Learn how to review downloaded bank and credit card transactions and put them in the correct account...

 

Know that my doors are always open to help if you have any other questions. Have a good one!

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