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Level 1

I've linked my bank account and QuickBooks is showing the correct amount, but it's not showing it in transactions. Do I need to wait another day?

 
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QuickBooks Team

I've linked my bank account and QuickBooks is showing the correct amount, but it's not showing it in transactions. Do I need to wait another day?

Let me help you sort this out, @sheldonconnor-gm.

 

What is the name of the bank you've connected with QuickBooks? This way, I can further check for any reported issues similar to it. Just a heads-up though, QuickBooks only have a read-only connection with your bank. The system depends on the data your bank shares with us. 

 

That being said, you can try logging in to your bank's website. Then, check for notifications, alerts, or any sign-in issues on your bank’s website that can potentially block QuickBooks from downloading new transactions. Once completed, you can manually update the bank to refresh the connection. Here's how:

  1. Go to the Gear icon.
  2. Select Bank accounts
  3. Click the Refresh all button.  undefined

You can repeat the same process, 3-5 times. Once completed, you can log out and log in from QuickBooks. You can check the Transactions page to see if missing transactions are now downloaded. Also, you can make sure toggle the filter options to easily locate them. 


Here’s how:

  1. Go to the Transactions menu.
  2. In the Type, Account, and Date drop-downs, choose All.
  3. Scroll through the list of transactions to see all your entries.

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If you're still not seeing the list of your transactions, you can manually import your transactions using a CSV file. You can read through this article for more detailed steps: Manually import transactions into QuickBooks Self-Employed.

 

Keep me posted if you have other questions about managing your downloaded bank transactions. I'm always here to help you achieved your goals.

Highlighted
QuickBooks Team

I've linked my bank account and QuickBooks is showing the correct amount, but it's not showing it in transactions. Do I need to wait another day?

Just dropping by to make sure that everything is sorted out, @sheldonconnor-gm.

 

Have you tried performing the troubleshooting steps I've shared above? Were you able to view your list of bank transactions?

 

Visit us here again if you have other questions or concerns about using QuickBooks to track your income and expense transactions. I'm just a few clicks away.

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