I appreciate both of you for raising these concerns with us, @jduran-cascompos and @fishlog.
I see the benefit of having a streamlined process when connecting and transferring your transactions in QuickBooks Online (QBO).
To provide further assistance, may I know how you integrate your Smart 145 account, @jduran-cascompos? If you use a third-party application, you will usually find an Update button on the App transaction page. By clicking it, you can view all the latest transactions.
Meanwhile, you may encounter Bank error 102 due to website maintenance or server issues on the bank's end @fishlog. The connection between your online bank and QBO may be interrupted.
Let's follow some troubleshooting steps to ensure all transactions are uploaded successfully. The first step is to update your bank connection manually. Here's how:
- Log in to QuickBooks Online.
- Go to Transactions, then Bank transactions.
- Select Update.
You'll need to take the next step if the error still persists. The second step is ensuring everything works on the bank and credit card's website.
- Log in to the website of your bank or credit card. Contact your bank or credit card company if you can't sign in.
- Check for messages, notifications, or alerts. These should tell you if something isn't working.
- Review your account pages, account history, and transactions. If you can't see these, there may be connection issues.
Additionally, I would appreciate it if you could tell me the name of your financial institution, @fishlog.
You can review and categorize your bank transactions once you've successfully transfer them to QBO. Refer to this article for guides: Categorize online bank transactions.
Please let us know through the reply button. We're always here to assist both of you.
