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mindwaresyndicat
Level 1

Why do I see no bank transactions after linking my bank? Already tried solutions suggested by wizard.

 
4 Comments 4
Carneil_C
QuickBooks Team

Why do I see no bank transactions after linking my bank? Already tried solutions suggested by wizard.

Thanks for posting your concern here in the Community, @mindwaresyndicat. I’ll go over how we can work around getting this issue with your bank transactions sorted out. 

 

Beforehand, have you encountered a bank error when connecting your bank account? This way, I can provide you with the best resolution. 

 

Please know that you’ll not be able to download bank transactions past 90 days. if your transactions are older than 90 days, I’d recommend manually downloading them as an initial step. 

 

I’d be glad to show you how: 

 

  1. Go to Bookkeeping.  
  2. Select Transactions, then Bank transactions, or go to Bank transactions.
  3. Tic Update.

 

From there, it’ll update all your connected bank and credit card accounts. Follow the on-screen instructions to continue the update if you encounter a message requesting additional authentication. Not all banks require this, but some do for added peace of mind.

 

If you’re still unable to see the transactions after trying out the steps, you can continue following Steps 2-3 in this guide: What to do if you get a bank error or can't download transactions in QuickBooks Online

 

Once everything is in place, you'll want to check out this helpful resource that can aid you in organizing your transactions: Categorize and match online bank transactions in QuickBooks Online

 

If you have any trouble with your bank transactions in QuickBooks Online, please let me know, and I’ll do everything I can to help here in the Community! Keep safe always. 

Fiat Lux - ASIA
Level 15

Why do I see no bank transactions after linking my bank? Already tried solutions suggested by wizard.

@mindwaresyndicat 

Utilize the trial version of MT Online to isolate the issue. It is designed to import into any bank or credit card in QuickBooks Online, so there is no specific setting needed. If the same error persists, there is an ongoing problem at your bank or connection.

https://www.moneythumb.com/?ref=110

 

mindwaresyndicat
Level 1

Why do I see no bank transactions after linking my bank? Already tried solutions suggested by wizard.

Nope

Mark_R
Moderator

Why do I see no bank transactions after linking my bank? Already tried solutions suggested by wizard.

Thanks for coming back to us, @mindwaresyndicat.

 

I'd like to help you further with your concern about your bank transactions. But can you please provide more information about it? Any additional details would help us provide the best resolution on this matter.

 

Please know you can continue to reach me here with your additional questions. I'll be standing by for your response.

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