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Level 1

Upon updating my banking, the bank balance shows up but none of the transactions for review. The connection with the bank is good but transactions are not pulling up.

 
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QuickBooks Team

Upon updating my banking, the bank balance shows up but none of the transactions for review. The connection with the bank is good but transactions are not pulling up.

Let me help with your concern about downloading bank transactions, jamigoble.

 

Can you tell us the name of the bank that's connected in QuickBooks? Did you also manually updated the bank? 

 

There times that too much cache or a browser issue can block banking transactions from being downloaded in the program. I'll share some steps that can resolve common issues when downloading transactions in QBO.

 

You can start by using an incognito/private browsing session just in case the same issue appears. Use these keyboard shortcuts to initiate an incognito browsing session:

 

  • Ctrl Shift N  for Google Chrome
  • Ctrl Shift P  for Firefox
  • Control Option +if you're using Safari
  • Ctrl Shift P for Microsoft Edge

You can also delete cache or use any of browsers that I've enumerated above. They all work well with QBO. 

 

Once done, manually update the bank again or click the Update button in the upper-right hand corner of the Banking page. Then, proceed to the For Review tab if you ca already see new transactions showing up. 

 

Just in case you'll get an error message when manually updating, click the links below that corresponds to the error:

 

After successfully downloading the transaction, use this article as your reference on how to categorize them: Categorize And Match Online Bank Transactions In QuickBooks Online.

 

The Community is always here if you have any other questions. 

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