We understand how difficult it is to work with QuickBooks, especially when you run into issues with your bank transactions not loading in QuickBooks Online (QBO), ewilliams1977.
To start, which bank are you trying to link? Knowing this information will be crucial in providing you with a tailored solution. In the meantime, you may check your financial institution's website for any notifications or alerts regarding ongoing maintenance that may prevent you from linking your bank. Here's how:
- Go to your bank or credit card's website.
- If you're unsure what URL to use, find it by going to Bank transactions, then select Link account. Please search for your bank, select it, and copy the listed URL.
- Sign in to your bank or credit card's website.
- If you can sign in, it's a good sign that there isn't a major issue. Next, on your bank's website:
- Check your account for messages, notifications, or alerts.
- Look for any display issues as you navigate the website. These can block QuickBooks from downloading new transactions.
- Check your bank’s website for any announcements about new security requirements.
If everything looks good, log in to QuickBooks and go to Transactions. Then choose Bank transactions and press Update. You can check out this article on what to do if you don't see recently downloaded bank transactions: Bank errors and missing transactions in QuickBooks Online.
If you've verified everything on your bank's end and the issue remains, we recommend accessing your account through an incognito window. This helps rule out any potential webpage issues. Here are the shortcut keys for opening an incognito window in various supported browsers:
- Mozilla Firefox: CTRL + Shift + P
- Microsoft Edge: CTRL + Shift + N
- Google Chrome: CTRL + Shift + N
- Safari: Command + Shift + N
After starting a new private browsing session, please log into your QuickBooks Solopreneur account and check if this resolves the connectivity problem. If it does, clearing your browser's cache will help the program run smoothly and eliminate technical issues. You can also try using other devices and supported browsers as alternatives.
If you have to enter the past six months' transactions in QuickBooks, follow the steps in this article for more details: Manually import transactions into QuickBooks Online.
Moreover, you can read these articles to help you set up bank rules and categorize transactions in the program:
The Community always has your back if you have any other questions about uploading your bank transactions or any QuickBooks-related concerns. This thread is also open for handling your bank and financial entries, ewilliams1977.
