Hello there, raeray1st.
I appreciate you for letting us know the steps you’ve performed on how to bring your transactions into QuickBooks Online (QBO). The result will guide us on how to get them into your company.
Since updating the online banking connection didn't resolve your concern, let’s login into your Financial Institution (FI) website to see if there’s an issue. This prevents QBO from downloading new entries.
To begin, get the URL QuickBooks uses to connect. You’ll utilize it when signing in to your bank.
Here’s how:
- In your company, head to the Banking or Transactions menu on the left panel and choose Banking.
- This will take you to the list of accounts connected to bank feeds.
- In the Blue tile icon, click the drop-down and select your bank.
- Tap the Link account menu in the upper right to access the Connect an account screen.
- Find your bank and select it.
- Copy the URL listed for your Financial Institution (FI) and log in using the information.
If you can sign in smoothly, it indicates there isn’t any major issue. From there, look for the following:
- Check your account for messages, notifications, or alerts.
- Search for any display issues as you navigate the website. These can block QuickBooks from downloading new transactions.
- Check your bank’s website for any announcements about new security requirements.
If everything looks good, go back to your company and update your online banking connection. If you continue to get the same result, perform Steps 3 up to 4 in this article: What to do if you get a bank error or can't download transactions.
Once you have all your bank data downloaded into your company, classify them according to their accounts or category. This is to keep your entries in order. The following resource will guide you through the process: Categorize and match online bank transactions.
You can also bookmark the links below for future references. These articles outline the complete instructions on how to find missing transactions downloaded from your online bank and credit card accounts. From there, you’ll see topics about managing your online banking and other bank-related tasks.
Drop a comment below if you have additional online banking concerns or questions about fetching new banking data. I’ll be glad to lend a helping hand. Enjoy the rest of the day.