Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
posted
Welcome to the Community, @Boldwearco.
Let me share insights on why you’re no longer seeing your bank transactions in QuickBooks Online (QBO).
The reason why these transactions are not downloading to your company file is caused by the purging process. When you purge an account, all data including online banking associated with it will be deleted along with its transactions. Additionally, this process can’t be reverted.
To rectify this one, you’ll want to link your bank again. Please note that transactions that are older than 90 days will no longer be automatically downloaded. However, you can manually upload them to enable you to reconcile them.
Here’s how you can link your online banking account:
- From the left menu, click the Banking menu and then choose the Banking tab.
- On the Banking page, select the Link account.
- In the Search field, enter the bank's URL.
- Select your bank. If you see multiple options, you may have to repeat these steps to find the correct one.
- Enter your bank login on your bank's website, then select Continue.
Your most recent transactions will then be downloaded by QuickBooks instantly. To effectively maintain your financial information, you can categorize these transactions and put them into the correct accounts.
Alternatively, for transactions that were not downloaded automatically, you can bring in them using a WebConnect file. Furthermore, learn to reconcile them to review and ensure that your books are balanced.
Feel free to add a reply in this forum, @Boldwearco if you have more concerns about your bank transactions. I’ll gladly assist you to ensure you get assistance and sort out your concerns with QuickBooks. Have a good one!
