Once imported, I recommend editing, assigning, and categorizing your transactions. Also, you can match them to the existing entries in the software. Just go to the For Review tab from the Banking menu. Doing so will help you ensure the accuracy of your financial records.
Please get back to me if you continue to get the same results so I can look further into this. I'll stick around to help you out.
I cannot update bank transactions. no issues with my bank online account. this has been happening for a few days. Message I receive is- bank site is down for maintenance
Good Morning, @CaterMark.
Thanks for reaching back out to the Community. After looking into this issue with your Citizens National Bank account, I've discovered there aren't any on-going investigations with this bank. However, we can try a few basic troubleshooting steps to help fix the connection.
Using a private browser or incognito window will allow QuickBooks to load as a fresh page to remove any errors or glitches within the product. Here's how depending on the browser you're using: