Bank Feeds

Hi there, cjc25.

We'd want to make sure that your Online Banking is working properly.  Can you also tell us what error message you're getting in your bank feeds? 

If you want to remove unreviewed or unmatch transactions, you can exclude them by following these steps:

1. Go to the Banking menu, then select the Banking tab.
2. proceed to the For Review tab.
3. Select the checkbox of the transactions to exclude.
4. Select Exclude.

Then, check out this article on how to resolve the error in your bank feeds: What To Do If You Get a Bank Error or Can't Download Transactions in QuickBooks Online.

Feel free to refer to these articles for additional guidance and reference when using Online Banking: 

• Unmatch Downloaded Bank Transactions or Move Them to Another Account
• What To Do If You Can’t Find Downloaded Transactions in QuickBooks Online

Reach out to us again any time of the day if you have other questions or concerns when working in QBO. We'd be happy to help you again. 

The error is security steps need to be completed.  I am ok with getting that back up and running, I just want the feed to start fresh for September transactions.

Thank you for the response, @cjc25.

I can share some information in resolving the error you're having with your bank

Can you tell us more about the bank that you’re having an error with? That will help me check if there’s an issue with it. You can also resolve the error by answering those security questions. I suggest reaching out to the bank if you’re not sure of the answers.

Once resolved, update your bank connection to get the latest transactions. Then, exclude all the transactions that you don't need by following the steps provided by JenoP above. 

Refer to the following article for more information about the error you're having and on how to resolve it: Fix bank error 185.

Once resolved, you can now match and categorize those transactions and reconcile them to ensure your books are accurate and there aren't any duplicate transactions:

• Categorize and match online bank transactions in QuickBooks Online
• Reconcile an account in QuickBooks Online

I'm always here if you need more help in handling your bank transactions. Just let me know in the Reply section below. Keep safe and have a great rest of the day!