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I need someone to check and see why I am not receiving all of my bank downloads. Missing part of January 2020

 
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I need someone to check and see why I am not receiving all of my bank downloads. Missing part of January 2020

Good day, studio5. Let me address your concern about the missing bank transactions.

 

Below are the following reasons why some transactions are not downloading from your bank:

 

  • A connection issue between your bank and QBO.
  • The financial institution’s server is offline.
  • Error messages or codes that require you to perform a certain task. 

 

We can try a few things to import those missing transactions within QuickBooks Online. Let's go to the Banking menu and select the Banking tab once again. Then, click the Update button at the upper-right corner. Doing the manual update in your book helps to refresh the system and import the missing entries. Aside from that, we can manually bring them into QuickBooks by following these steps:

 

  1. Sign in to your bank's website and get the missing transactions there.
  2. Use the CSV file format.
  3. Save it your computer or folder where you can find it easily.
  4. In the banking page, click the Update drop-down arrow and select File upload.
  5. Click the Browse button to open the file. Then, Next.

 

I'm adding this article: What to do if bank transactions won’t download or there's a bank error. In case you encounter errors in doing the process, you may scroll down to see the links that contain information on how we can fix them right away.

 

Know that you can always tap me on the shoulder if you need other help in managing the downloaded transactions in QuickBooks Online. I hope you're good. Thanks!

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