Let me help with your banking transactions, chris@optionalth.
I recommend updating your bank manually in the system to refresh the connection between your financial institution and QBO. Here's how:
- Go to the Banking menu or Transactions menu.
- Select the bank.
- Click Update.
If you're still unable to see the transactions, you'll want to check your bank's website to see if there are notifications or alert to make sure that they don't have any maintenance. One reason why bank transactions won't download in QuickBooks Online is because of the bank system errors.
Also, you have an option to manually upload bank transactions to your QuickBooks account. You can go to your bank's website and follow the instructions on how to download them. You follow these steps in uploading the file:
- Select Banking from the sidebar menu, then click the Banking tab.
- Hit the Upload transactions button.
- Click Browse, then choose the file you downloaded from your bank.
- Select the account you want to upload the transactions into from the QuickBooks account ▼ drop-down menu, then select Next.
- Follow the on-screen instructions, then click Next.
- When you’re ready, hit Let's go.
Once done, you can go back to the Banking menu to match and categorize your bank transactions.
I'll be right here to keep helping if you have any other concerns or questions about banking.
