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Connect with and learn from others in the QuickBooks Community.
Join nowWelcome 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:
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.
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.
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.
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:
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.
Bank is Carroll Bank and Trust.
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.
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:
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:
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:
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!
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.
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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