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Level 1

My account is not updating and hasn't for a year. How can I update it without deleting it and starting over?

 
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QuickBooks Team

My account is not updating and hasn't for a year. How can I update it without deleting it and starting over?

I can help you get your bank feeds updated, tebaldidiva.

 

It's possible that the bank is having a maintenance. It can also be that there are notifications on the bank's website that needs our attention. 

 

QuickBooks downloads the 30 to 90 days of transactions, and in some cases up to a year. Every time you sign in, we automatically downloads new transactions from your connected accounts. It looks like after a year it hasn't been updating. Instead of deleting (disconnecting) it, we can manually upload your transactions. 

 

Here's how: 

  1. Let's log in to our bank's website and download the needed transactions as a CSV file. 
  2. Follow any on-screen instructions to finish the download.
  3. Once done, let's log in to your QBSE account through a browser. 
  4. Click the Gear icon and select Imports
  5. Select the account you want to add the transactions into.
  6. Click Browse to open the file.
  7. Review the column header and data and then click Continue

Our transactions are now available within QuickBooks for us to review and then categorize them. 

 

Let me know if you need anything else. Thanks!

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