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Level 1

6 Mos Bank Statements not downloading

So just recently signed up for this service.

 

Linked my Bank account with no issues.

 

However, when I start the process of creating rules and such, I notice there are the first 6 mos of 2020 bank statements, that did not populate. All of 2018 & 19 are in the register and the 2nd half of 2020. 

 

Any advice?

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QuickBooks Team

6 Mos Bank Statements not downloading

Welcome to Community space, @WhyNot.

 

It's my priority to help you with your downloaded transactions in QuickBooks. To get started, may I ask the name of your bank or did you encounter any error message? This way, I can check for any open investigation and provide an accurate resolution to resolve this.

 

QuickBooks Online is dependent on how your bank communicates with our system. Some may take a little longer depending on your bank. That may be the reason some bank info is still missing. 

 

To isolate this, let's manually update the bank account. This refreshes the bank connection within the program. Let me guide you how:

 

  1. Go to Banking from the left menu. 
  2. Select the blue tile for the bank account.
  3. Choose Update.
  4. If prompted, enter your Multi-factor Authentication (MFA) credentials. 
  5. Click Continue Update

 

If the update doesn't work, the issue may be on the bank’s end. I recommend logging in to your bank's website to check if there are alerts that need your attention, such as new security requirements. When everything looks good, perform another manual update.

 

 For detailed instructions, see this article:  What To Do If Bank Transactions Won't Download or There's A Bank Error. It also includes steps to fixing online banking issues.

 

Once the transactions are downloaded, you can assign and categorize them in the For Review tab. You can also match them to the existing entries in the system. To learn more about this process, visit this article: Categorizing Bank Transactions

 

You can also check this article for future reference:

 

 

Keep me posted if you have any other questions with the downloaded transaction. I'll make sure to get back to you as soon as I can. Have a great week ahead.

 

 

 

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