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brendasears
Level 1

I noticed I have no bank transactions loading from 8/16 thru 12/22 in 2024. How do I fix this?

 
2 Comments 2
Carneil_C
QuickBooks Team

I noticed I have no bank transactions loading from 8/16 thru 12/22 in 2024. How do I fix this?

I know the possible reasons why some of your transactions went missing, @brendasears. I'll outline the details below to help sort this out.

 

I want to ensure I provide you with the right resolution and get you back in working order. Can you share the name of your bank with me? This way, I can check on my end if there are any reported issues with it. Any additional details would be much appreciated.

 

In the meantime, I recommend manually updating your bank to refresh the connection with QuickBooks Online (QBO) and ensure you have the most recent transactions from your bank. This helps maintain accurate financial records.

 

Here’s a quick guide on how to do it:

 

  1. Click Transactions from the left menu, then go to the Bank Transactions page.
  2. Select the bank account.
  3. Click on the Update button, usually found near the account name or in the top-right corner of the page.
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If the issue persists, you can check on your bank's end for notifications or alerts of possible maintenance that prevents QuickBooks from fetching some transactions.

 

If you're still unable to locate the missing transactions, I suggest manually uploading them into QBO.

 

Additionally, categorize your transactions to keep them organized and reconcile your account whenever you're ready to ensure your books align with your bank statements. 

 

If you need personalized assistance with banking tasks, consider exploring our QuickBooks Live Expert Assisted. They are experienced professionals are here to guide you every step of the way, ensuring you make the most out of your QuickBooks experience.

 

Keep me updated if you have any other follow-up questions regarding your bank feeds. I’m more than happy to work with you again.

Chrea
Level 8

I noticed I have no bank transactions loading from 8/16 thru 12/22 in 2024. How do I fix this?

@brendasears 

What file format can you download from your bank? csv, pdf, or else?

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