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Let’s review your bank’s website to check for any ongoing maintenance issues that might be preventing the application from automatically downloading your transactions, Brooke.
Once you’re logged in, look for any updates, messages, or notifications. These messages should outline any actions you need to take. Common notifications include:
- New terms of service
- Announcements about maintenance or site changes
- New offers
If there are no such messages, we can proceed with a manual update to trigger the application to download the latest transactions. Let’s follow the steps below to get started:
- Go to My Apps and select Accounting.
- From there, choose Bank Transactions.
- Click the Update button to refresh the transactions.
Alternatively, you can refer to this article when uploading your transactions directly into your bank feeds by manually importing a CSV file: Manually upload transactions into QuickBooks Online.
Feel free to reach out if you have any other questions about banking or QuickBooks. We will be happy to help you with it.
