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info1701
Level 1

My bank account is not loading the transactions

 
2 Comments 2
TirzahC
QuickBooks Team

My bank account is not loading the transactions

Hi, info1701.

 

Let's perform some troubleshooting steps so we can check if this is related to your browser or not. If this only happened recently and you are certain that the bank has imported all the entries, try opening your account and find the transactions again. There are times that the browser is full of frequently accessed page resources, causing some unusual responses. We can start by accessing your account in a private browser. This mode doesn't save your searches, visited pages, log-in details, and cookies.   

 

To start incognito mode, use these keyboard shortcuts:

  • Google Chrome: press Ctrl Shift N  
  • Mozilla Firefox: press Ctrl Shift P
  • Safari: press Command Shift N

Clearing the browser's cache will also help delete the history of the browser, so you can start in a clean slate. 

 

Also, you can manually update your bank transactions so you can track them accurately.

 

Here's how you can manually update your bank account in QuickBooks Online:

  1. From the left menu, select Transactions.
  2. On the Banking page, select Update.
  3. Make sure you have selected the appropriate account.
  4. QuickBooks Online tries to connect to your bank to manually update your account.

Here's an article about what to do if you don’t see your recently downloaded bank transactions: What to do if bank transactions won’t download or there's a bank error?

 

For more details about how to manage your bank transactions, you can refer to this article: Categorize and match online bank transactions in QuickBooks Online.   

 

Let me know if you have any other questions. I'm always here to help. Have a lovely day!

 

Fiat Lux - ASIA
Level 15

My bank account is not loading the transactions

@info1701 

Another option, utilize the trial version of SlickConnect to isolate the issue. It is designed to import into any bank or credit card in QuickBooks Online, so there is no specific setting needed. If the same error persists, there is an ongoing problem at your bank.

https://www.moneythumb.com/?ref=110

 

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