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onkenfarms10
Level 1

I have never had to manually enter records into the bank register but for some reason not all our transactions transferred when updating the bank info. PLEASE HELP

 
1 Comment 1
Catherine_B
QuickBooks Team

I have never had to manually enter records into the bank register but for some reason not all our transactions transferred when updating the bank info. PLEASE HELP

Hello there, onkenfarms10.

 

I'd like to verify what bank you're using and the error you get on the Banking page so I can check in our system if there are any similar reported issues. After updating your bank account information, you might want to manually update it. This way, the most recent available transactions will download.

 

Here's how:

 

  1. Go to the Transactions or Baking menu, select Banking.
  2. Click the bank to update.
  3. Select Update at the upper-right.

Also, you don't have to manually enter each transaction into your register. If transactions that were not downloaded from your bank feeds are older than 90 days, you can manually download them from your bank's website. Then, manually upload them into QuickBooks Online. 

 

You can use these references for more details on how to manage bank downloaded transactions:

 

Keep me posted on how this works. Take care and have a great day!

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