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myseattleea
Level 1

My accounts are linked to the bank and all connections are intact but the balances are not updating and transactions are not being imported. Help?

I've tried reconnecting the accounts, removing them and re-adding them, updating multiple times in a row, everything I can find online about how to fix it and nothing is working. The last effective update was on May 5th.
3 Comments 3
JasroV
QuickBooks Team

My accounts are linked to the bank and all connections are intact but the balances are not updating and transactions are not being imported. Help?

I can help you download your transactions, @myseattleea.

 

Can you share with me the name of the bank you're having issues with? This way, I can check here on my end and see if there any related issues. Any additional information is much appreciated.

 

In the meantime, you can manually upload your transactions to your QuickBooks Online (QBO) account. I'd be glad to walk you through the steps.

 

  1. Sign in to your Bank website and follow the instructions to download the file as QBO, .CSV, or .QFX (maximum file size 350KB).
  2. Ensure to download only those transactions that haven’t been downloaded to your account to avoid duplicates.
  3. Then go to the Banking or Transactions menu. 
  4. Click the Banking tab and click the blue tile of your bank.
  5. Select the Link account drop-down menu and then click Upload from file.
  6. Click Browse and then select the file you downloaded from your bank. Then select Next.
  7. From the QuickBooks account drop-down, select the account you want to upload the transactions into. Then select Next.
  8. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks, then click Next.
  9. Then click Let's go when you're ready.

 

You can also check this article for more details: Manually upload transactions into QuickBooks Online

 

I'd also recommend contacting your bank support team and verify if there are any issues on their end. 

 

Once everything is set, you'll want to categorize your transaction to the correct account. This is to ensure your book is properly recorded. To be guided, please see this link: Categorize and match online bank transactions in QuickBooks Online.

 

I'll be around if you have other follow-up questions uploading your transactions. Just tag me in your reply and I'll get back to you as soon as possible.

myseattleea
Level 1

My accounts are linked to the bank and all connections are intact but the balances are not updating and transactions are not being imported. Help?

Hey there, 

 

Bank is Seattle Credit Union... there are no errors being listed and when I try to update, the bank balance updates correctly...just no transactions are brought in. I definitely do not want to do a manual transaction add.

 

Thank you!

Eryn 

Ethel_A
QuickBooks Team

My accounts are linked to the bank and all connections are intact but the balances are not updating and transactions are not being imported. Help?

Hello there, @myseattleea.

 

Your response is much appreciated. For now, there is no problem recorded on our system for this Bank. I'd recommend you to follow the steps provided by one of my peers, JasroV

 

If you're still getting the same issue, I'd recommend you contact our Payroll Support team.

 

Here's how:

 

  1. Sign in to your QuickBooks Online Company.
  2. Go to Help (?).
  3. Select Contact Us.
  4. Enter your concern, then select Let's talk.
  5. Choose a way to connect with us:
    • Start a chat with a support expert.
    • Get a callback from the next available expert.
    • Ask the community to get help from businesses like yours.

 

Once everything is fixed, you can also check on how to categorize and match online bank transactions in QuickBooks Online.

 

Get back to me if you have any additional questions about updating the bank accounts. I'm just a post away.

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