Your bank updates seem to be stock, so you see no transactions downloaded into your account. sweet4. Let's perform some troubleshooting steps to fix this, and I'm here to guide you through the steps.
Before we begin, I'd like to verify your bank's name and inquire if you encounter errors while reviewing your transactions. Any additional information will be much appreciated for us to offer the appropriate resolution.
You can start troubleshooting by manually updating your account to bring in transactions and refresh the connection between your bank and the program. Here's how:
- Go to the Transactions menu, then Bank transactions.
- Select the blue tile for your linked account.
- Click the Update button.
After that, sign in to your bank's website to check your account page for messages or alerts that need your attention. Once you make changes on the website (for example, login credentials and account info), update QuickBooks as well. Here's how:
- Go to the Banking or Transactions menu.
- Select the blue tile for your linked bank account.
- Click the Edit icon.
- Choose either Edit sign-in info or Edit account info.
If you encounter errors or any issues while downloading your transactions, check out this article to guide you on how to fix them: What to do if you get a bank error or can't download transactions in QuickBooks Online.
If this matter continues, you can download your missing bank transactions manually from your bank's website and import them into QuickBooks.
Once you obtain your latest available transactions, review and categorize them. Then, reconcile your accounts so they always match your monthly statements.
Stay in touch if you have other banking concerns or need further assistance finding those missing transactions. We're always here to help.
