Do you encounter specific error messages, codes, or alerts when accessing your bank feeds, @Rdrake? This information allows me to check for any reported issues related to it and provide an appropriate resolution.
Additionally, QuickBooks bank feeds may not update due to website maintenance or ongoing issues with your bank. Error codes or messages can also contribute to this problem. Therefore, we can check this by logging into your bank's website.
If there are no issues, let’s manually update the connection to refresh it and retrieve the available transactions.
- In your QuickBooks Online account.
- Go to the Transactions menu, and select Bank Transactions.
- From your bank feeds, tap the Update button to start updating the transactions.
On the other hand, if you prefer to upload them into your bank feeds instantly, we can manually upload them via CSV file using the steps outlined in this article: Manually upload transactions into QuickBooks Online.
Moreover, you can refer to these articles on categorizing your transactions and reconciling your account. Following these guidelines will ensure your transactions are assigned to the correct categories and help prevent any discrepancies in your records:
If you have any additional concerns about managing your bank transactions, please feel free to reach out. Assistance is available in the Community if you need it. Have a good one.
