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userdcavanaugh
Level 2

My bank account balance updated as of last night, but the transactions from yesterday did not download. Have selected update numerous times with no success

 
5 Comments 5
CharleneMae_F
QuickBooks Team

My bank account balance updated as of last night, but the transactions from yesterday did not download. Have selected update numerous times with no success

I'm here to help you bring your transactions into QuickBooks Online (QBO), userdcavanaugh.

 

Once your bank account is connected, QuickBooks automatically downloads your transaction. Since the bank data are missing, there are several reasons why this occurs. And I've listed them below:

  • A connection issue between your bank and QBO.
  • The financial institution’s server is offline.
  • Some banks and credit card companies don't post transactions for download until later in the day or the next morning.
  • Depending on which bank it will show a transaction on their website but won't download the transaction until it posts.
  • If the missing transactions are the most recent ones, wait at least 24 hours in case your bank doesn't make them available immediately.

 

For now, let's perform a manual update to download the missing entries from your bank. I'll guide you how.

  1. Go to the Banking menu.
  2. Select Banking beside Bank Rules.
  3. On the Banking page, select Update. QuickBooks Online updates all your connected bank and credit card accounts. If you only want to update some accounts, select the unwanted ones to exclude them from the update, and then select Update Now.

 

For more information about the process, I encourage you to check out this article: What To Do if Bank Transactions Won’t Download?.

 

If the issue persists, I suggest updating your bank account sign-in information. This helps re-establish the connection.

 

Additionally, I've included an article that'll guide you in reviewing your bank data. Doing so helps you ensure your books are accurate: Categorize and Match Online Bank Transactions.

 

Keep us updated if you have other questions about connecting your bank with QuickBooks. This way, we'll be able to assist you.

userdcavanaugh
Level 2

My bank account balance updated as of last night, but the transactions from yesterday did not download. Have selected update numerous times with no success

Again today, balances updated and no transactions were brought over. It did ask me to re-log into the bank account before the balances updated. BTW - it is Fifth Third if that helps you figure it out. 

SashaMC
Moderator

My bank account balance updated as of last night, but the transactions from yesterday did not download. Have selected update numerous times with no success

Thank you for reaching back out to the QuickBooks Community, userdcavanaugh. Since the balance is updating yet there are missing transactions, let's double-check to make sure this isn't browser-related. First, use a private web browser and log into your program. This method eliminates store cookies, history, or any form of data that could cause problems.

 

  • Google Chrome:Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Internet Explorer: Ctrl + Shift + P
  • Safari: Command + Shift + N

Once you are signed in, check to see if the transactions have been downloaded. If so, this would indicate that your cache needs to be cleared. Clearing cache will remove data corruptions, allowing the page to load a clean copy. Depending on your browser, follow this link to clear the cache. In the meantime, you can refer to this article to manually upload transactions into QuickBooks Online.

 

If you're still encountering any problems, don't hesitate to let us know. My team and I will be here to assist you. I hope you enjoy the rest of your day.

 

userdcavanaugh
Level 2

My bank account balance updated as of last night, but the transactions from yesterday did not download. Have selected update numerous times with no success

Tried in an incognito window in Chrome and still only get the balance as of 11/24, but no transactions. 

Rea_M
QuickBooks Team

My bank account balance updated as of last night, but the transactions from yesterday did not download. Have selected update numerous times with no success

Thank you for providing the name of your financial institution (Fifth Third Bank), @userdcavanaugh. With this, I can give you the latest information about the said bank's missing transactions and guide you on the next steps you need to take of the issue.

 

Currently, we have an ongoing investigation about the Fifth Third Bank's missing transactions in QuickBooks Online (QBO). Rest assured that our product engineers are actively working to fix this as quickly as possible.

 

In line with this, I'd recommend contacting our Customer Care team. They can add your account to the list of affected users. This ensures you're in the loop about the investigation's status and its fix. You can provide the INV-52380 to our representative as your reference. You'll first have to check out our support hours to ensure we can assist you on time.

 

In case you want to talk to one of our representatives and directly relay your concern, you'll have to request a callback. Here's how:

  1. Go to the Help menu.
  2. Choose Contact Us
  3. Enter your specific concern in the What can we help you with? box. 
  4. Click Let's talk
  5. Select Get a callback. 
  6. Enter your contact details. 
  7. Click Confirm my call

 

I've attached a screenshot below for your reference.

 

Once resolved, you'll have to review and then add or match your downloaded transactions to the existing entries in QuickBooks. This is to ensure your books are accurate. For the step-by-step guide, kindly refer to this article: Categorize and match online bank transactions in QuickBooks Online. It also contains details about excluding personal or duplicate transactions.

 

Additionally, I'd recommend reconciling your Fifth Third Bank account every month. This is to effectively monitor your income, expenses, and the growth of your business. You can check out this article for the detailed steps: Reconcile an account in QuickBooks Online. It also includes instructions about editing completed reconciliations.

 

Please know that you're always welcome to comment below if you have other concerns or follow-up inquiries about managing your online banking transactions in QBO. I'm just around to help. Take care.

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