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Hello,
Here is the article on how to download items from your bank when it hasn't pulled from the initial connection.
Let me help you sort this out, @crisgrace.
QuickBooks depends on what your bank shares with us. With this, I'd suggest logging in to your bank's website to check the transaction dates. Here are some factors that you'll need to consider when downloading bank transactions:
Can I ask for the name of the bank you're using? This will help me check for any ongoing investigations related to your bank. In the meantime, you can check on your Bank Register and see if it's filtered for a specific date of transactions.
You can read through this article for more detailed instructions: Bank transactions are duplicates, missing or wrong, or bank balance not updating.
Also, you can try manually updating your connected bank account to trigger updates on it. Here's how:
If the transactions are still not downloaded, you'd want to download it directly from your bank's website in a file that QBO supports, like a CSV file. Once completed, you can import it. Here's how:
Once completed, you can now start reviewing and categorizing your transactions. You can read through this article for more details: Manually upload transactions into QuickBooks Online.
Feel free to leave a post below if you have follow-up questions. The Community team is here to help you.
Hello,
Here is the article on how to download items from your bank when it hasn't pulled from the initial connection.
Let me help you sort this out, @crisgrace.
QuickBooks depends on what your bank shares with us. With this, I'd suggest logging in to your bank's website to check the transaction dates. Here are some factors that you'll need to consider when downloading bank transactions:
Can I ask for the name of the bank you're using? This will help me check for any ongoing investigations related to your bank. In the meantime, you can check on your Bank Register and see if it's filtered for a specific date of transactions.
You can read through this article for more detailed instructions: Bank transactions are duplicates, missing or wrong, or bank balance not updating.
Also, you can try manually updating your connected bank account to trigger updates on it. Here's how:
If the transactions are still not downloaded, you'd want to download it directly from your bank's website in a file that QBO supports, like a CSV file. Once completed, you can import it. Here's how:
Once completed, you can now start reviewing and categorizing your transactions. You can read through this article for more details: Manually upload transactions into QuickBooks Online.
Feel free to leave a post below if you have follow-up questions. The Community team is here to help you.
Did you get a response? I finally was able to talk to QB on chat after 2 days of trying to connect because I have 8 months of data that seems to have gone missing (july 19-March 20). She said it started October 5th and gave me an INV number. I keep trying to confirm if the data had been there prior or never downloaded those months. The rep said the data had been there. Is that what happened to you or was the data never there? The engineers are supposedly working on a fix as it is only related to Capital One and QB. Has your situation been resolved? Very frustrating experience overall with QB these past few months...
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