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sixteentoolong
Level 1

Online Banking Connections - East West Bank

My East West Bank account will correctly update the account balance, but will not pull any transactions since 2/10.  Is anyone else having this same issue?

 

 

2 Comments 2
AbegailS_
QuickBooks Team

Online Banking Connections - East West Bank

Thanks for letting us know about your challenges in setting up your bank with QuickBooks, @sixteentoolong.

 

 

I'm here to help you bring your transactions into QuickBooks Online (QBO).

 

Before we proceed, may I ask if you encounter any error message?

 

If you've done the steps in manually updating your bank but encounter the same result, There's a possibility that the connection between your bank's website and QuickBooks was interrupted. I'd suggest getting in touch with your bank to verify if they have ongoing page maintenance that's causing the interruption.

 

You can follow these steps below to update your bank manually:

  1. Go to Banking at the left pane.
  2. Select Banking beside Bank Rules.
  3. On the Banking page, select Update. QuickBooks Online updates all your connected bank and credit card accounts. If you only want to update some accounts, select the unwanted ones to exclude them from the update and select Update Now.

For additional reference, you may check this article: Manually update bank accounts.

 

In the meantime, we can manually upload your bank transactions into QuickBooks through a web connect file. For more insights, please see this article:  Manually upload transactions into QuickBooks Online.

 

Additionally, here's how to check the format of bank transactions in a CSV file you plan to upload into QuickBooks.

 

For future reference, you can read these guides about categorizing your bank transactions and reconciling your accounts.

 

Please let me know if you have any other banking concerns by dropping a comment below. Have a wonderful day!

Fiat Lux - ASIA
Level 15

Online Banking Connections - East West Bank

@sixteentoolong 

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