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Some bank transactions are not showing even after updating account connection

 
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QuickBooks Team

Some bank transactions are not showing even after updating account connection

Getting your bank transactions updated is my priority, @laneyingling.

 

Just to clarify, what is the name of the bank that is not updating? This is for me to further check on the root cause why it's not updating.

 

In the meantime, here are some reasons why you're transactions are not updated:

  • There is a minor or major update in your bank information such as the bank account number.
  • Update on your bank’s website. If you can't find your FI, you can request support for your bank and request it be added.
  • Update in your Online Banking Login credentials.
  • Bank outage and other scheduled maintenance.

We can perform the following troubleshooting steps trigger updates to your connected bank account:

  1. Log in to your bank’s website outside QuickBooks.
  2. Review your posted transactions and check for any connectivity error notifications.
  3. Once completed, log in your QuickBooks Self-Employed account.
  4. Let’s perform a manual update on your connected bank account.

Here’s how:

  1. Go to the Gear icon.
  2. Select Bank accounts.
  3. Hit the Refresh all button.

If you're still unable to receive updates, you can log in to your bank’s website and download an updated list of your transactions and upload them to QuickBooks using a CSV file. You can check this article for the detailed steps: Add older transactions to QuickBooks Self-Employed.

 

Also, you might find this resource interesting about adding transactions: Manually add transactions in QuickBooks Self-Employed.

 

I am always here to help if you have other questions, feel free to leave a comment below.

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