Learn what to do if you see error messages or don't see recently downloaded bank transactions.
When you connect your online bank and credit card accounts, QuickBooks automatically downloads new transactions. If you’re not getting the latest transactions, or updates seem stuck, don't worry. Here's what to review so QuickBooks starts downloading transactions again.
If you see a bank error message, jump to Step 4: Fix specific bank errors.
Note: You will not be able to download bank transactions past 90 days. If you would like transactions older than 90 days, you will need to manually upload transactions into QuickBooks Online.
Step 1: Start a manual download
For most banks, QuickBooks downloads the latest available transactions every night around 10 PM PT. Some may take a little longer. If downloads seem stuck, or you want the latest available transactions, do a manual download:
- Go to Transactions, then Bank transactions (Take me there).
- Select Update.
This updates all your connected bank and credit card accounts. The number of transactions in each account tile will increase if QuickBooks downloads new transactions.
Tip: If you see a message about additional authentication, follow the on-screen steps to continue the update. Not all banks require this, but some do for added peace of mind.
Step 2: Check your bank or credit card's website
If downloads seem slow or stuck, the issue may be on the bank’s end. Sign in to your bank’s website to check.
First, get the URL QuickBooks uses to connect:
- Go to Transactions, then select Bank transactions (Take me there).
- Select Link account. Note: You won’t add an account, you just need the listed URL.
- Search for your bank and select it.
- Copy the URL listed for your bank.
- Sign in to your bank or credit card's website using the copied URL.
If you can sign in, it's a good sign that there isn't a major issue. Next, check the following:
- 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, go back to QuickBooks:
- Go to Transactions, then Bank transactions (Take me there).
- Select Update.
Step 3: Update your bank info in QuickBooks
Did you recently update anything on your bank’s website, like your account number, username, or password? If so, update that info in QuickBooks as well:
- Go to Transactions, then Bank transactions (Take me there).
- Select the tile for the bank account. Then select the Edit ✎ icon.
- Select Edit sign-in info.
- Update your info as needed.
Step 4: Fix specific bank errors
Bank errors often block QuickBooks from downloading new transactions. Follow the links to fix specific download errors: