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drstewart512
Level 3

Bank downloads

Hello, I use QBO. Nothing has been downloaded by my bank accounts since 8/22/23. I do upload the accounts daily. There has been activity on the accounts. What is going on?

1 Comment 1
Shania_C
QuickBooks Team

Bank downloads

Thank you for reaching out to the Community, @drstewart512.

I'm here to help you get your most updated bank transactions. QuickBooks uploads any new transactions when you link your online bank and credit card accounts. If you’re not getting the latest ones, I suggest manually updating it to re-establish the connection.

Here's how:
 

  1. Go to Banking from the left menu.
  2. Select the Update or Refresh button in the upper right-hand corner.
  3. Wait until it's done.

If you're getting the same result, I recommend signing into your bank's website.  Then, check if there are alerts or notifications for known issues that may block QuickBooks from downloading new transactions.

I've also attached an article to help you match your bank and credit card statements: Reconcile an account in QuickBooks Online

Please don't hesitate to reach back if you have you encounter a specific error. I'll be here to lend a hand.

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