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casablancapro
Level 1

I updated one of my bank accounts and there is a gap that didn't download. Does anybody know why?

 
1 Comment
GlinetteC
Moderator

I updated one of my bank accounts and there is a gap that didn't download. Does anybody know why?

I'll make sure we'll get this fixed, casablancapro.

 

It's possible that the connection between your bank and QuickBooks Online was interrupted causes the transactions to not download properly.

 

Let's start by manually updating your bank account on the banking page. This will help us locate those missing bank transactions. Here's how:

  1. Got to the Banking tab in the left panel.
  2. Select your bank account.
  3. Click the Update button in the upper right.

If the transactions still don't show, we can manually import them using our WebConnect feature and choose the date range for those that are missing. This is to avoid duplicates.

 

We can then assign and categorize them. 

 

If you need help with reconciling accounts in QBO, here's an article you may check out for the detailed steps: Reconcile an account in QuickBooks Online.

 

Please let me know if you have any other concerns with managing your QuickBooks, I'll be here to help you out.

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