no new transactions available

Hello there, @sheelsells.

I appreciate the things you've done. I know how this process takes time when you're unable to download bank transactions into QuickBooks Online (QBO). We'd want to make sure that we get this sorted out.

 To start, I recommend updating your bank manually in the system to refresh its connection.

To do that:
 

1. Right-click the account, then choose Edit Account.
2. Click the Bank Feed Settings tab.
3. Hit  Deactivate All Online Services and then OK to confirm.
4. Tick Save and Close.

Then, we can proceed to import the QBO file:
 

1. Go to the File menu.
2. Hit Utilities and then Import.
3. Choose Import Web Connect Files, then click the QBO file you've downloaded.
4. Select an existing account to import transactions. Check the bank label, Account Type, and Account number to select the correct Account in QuickBooks. 
5. Select Continue. You'll see a dialogue box telling you that the data has been successfully read into QuickBooks. Select OK.
6. Tap on the Transaction List to review transactions. Assign Vendor Records and expense/income accounts before adding transactions to the register.
7. After you've set up Vendor Records and Accounts, you can start adding transactions to the register. After that, the rename rule creation dialog will appear, which you can utilize the next time.

If you see an error when disconnecting an account, here's how to fix Bank Feed errors. 

In the meantime, let me give you these articles that can serve as an additional guide when working in the Bank Feeds section:

• Fix Web Connect Import Errors
• Add And Match Bank Feed transactions In QuickBooks Desktop

Please know that we're always here if you have additional questions about your bank transactions. We're always here to help.

1. I had previously disconnected any bank feeds.

2. I wanted the solution for the error of "no new transactions available"  - the directions were for the normal import, not what happens when there is an error msg that has a broken link in it.  (I had previously downloaded the time period, but it didn't upload to the register, so after attempting again, I understand that the system somehow thinks it's protecting itself for duplicates, but the data is no where in the system, so how do I resolve this without hand entering all the data?)

3. I was looking for the reason the import no longer goes right into the register to work with vs "transaction list" for  unneccesary additional steps in the process?

4. I have also selected the classic mode for Bank feed modes.

All I want to do is download from my bank - not auto - to a qbo file and import directly to the register.  This didn't used to be an issue.  I could have hand entered the entire years data in the time I have attempted to get this resolved, there is no value to downloads or this program any longer if I am just going to enter every detail manually.  

Hi, @sheelasells.

Thank you for sharing additional details when trying to import your bank transactions. It's my priority to help you bring them to QuickBooks successfully and fix the error.

You should be able to bring your bank data to QuickBooks using the Web Connect process. However, the no new transactions error can happen when:

• The file doesn’t contain any new transactions.
• The transactions have already been imported.
• Your Web Connect (.QBO) statement covers dates previously imported into the company file.
• The QBDT file is damaged.

Since you've downloaded the file with the same period previously but aren't uploaded it on your register, you might need to create a new bank account to isolate the issue, then upload your file from there.

1. Go to the Lists menu, then click on Chart of Accounts.
2. Click on New, then choose a bank for the Account type.
3. Enter the bank name and other details.
4. Click on Save and Close.

Once the file is uploaded to the new account, merge it to your existing account to transfer the transactions.

1. Tap on Chart of Accounts from the Lists menu.
2. Copy the name of the entry you want to keep.
3. Right-click the entry you don’t want to use, then select Edit.
4. Paste the name you copied, then select Save & Close.
5. Select Yes to merge the entries.

If the solution doesn't work, I suggest updating your QBDT to keep your software updated and fix common errors. You can also use the QuickBooks Tool Hub to narrow down the result. See these links as your guide:

• Repair your QuickBooks Desktop for Windows
• Fix common problems and errors with the QuickBooks Desktop Tool Hub

Once the transactions are available on your account, review and categorize the entries.

If you have other banking concerns, let me know by adding a comment below. I'm always here to help. Have a good one!

I'm unable to figure out what to do when I get this error trying to import new credit card transactions.  I have tried deleting the connection and reestablishing it, creating a new account in my chart of accounts to transfer to, my quickbooks desktop is updated.  

Hi there, @Donsbs.

I understand how challenging it is to troubleshoot the error when importing your new credit card transaction to QuickBooks Desktop. Please know that I'm here to ensure you can import your transactions to QBDT efficiently. 

Since you have already updated your QBDT to the latest version, we can proceed to shift your banking mode to Classic Mode. This method allows you to add or match transactions using the account register. You can also create aliases for matching names exactly.

Here's how:

1. Go to the Edit menu and click Preferences.
2. Choose the Checking option in the left pane.
3. Go to the Company Preferences tab.
4. Select Classic Mode (Register Mode) from the Bank Feeds section.
5. Click OK.

After switching to Classic Mode, you can now download your credit card transactions. If the same error shows, you can repeat the steps above but select Express Mode.

Moreover, you can also download your transactions directly from your bank's website and import them to QuickBooks Desktop. First, go to your bank's website, download and save the .QBO file to your local files.

Open your QuickBooks Desktop and follow these steps:

1. Go to the File menu and select Utilities.
2. Click Import.
3. Go to Webconnect files.
4. Move through the file location of the file and choose it, then click Open.
5. Follow the instructions from the Import Wizard and complete the import.

After that, you can consider creating rules to categorize your transactions in QuickBooks Desktop and reconcile them to match them with your QBDT records.

You're always welcome to post here on the Community page if you have further concerns about importing transactions to QBDT. I'd gladly help you anytime.

I have tried importing in both classic and express mode.  I have been importing transactions for years (QBO), but now I get this odd message when I know there are several transactions to import.  

We aim to simplify your banking tasks in QuickBooks, Donsbs. Let me connect you with the right support to investigate this thoroughly.

I appreciate your troubleshooting efforts in resolving your concern. Since the error persists after performing the steps above, I suggest contacting our Live Support Experts. They have the tools to initiate a screen-sharing to check your account and determine the underlying cause of the error. Here's how:

1. Click on Help.
2. Choose QuickBooks Desktop Help.
3. Select Contact us.
4. In the description field, enter your concern and hit Continue.
5. Click Message an agent.

In addition, you may find the following articles helpful in managing reports within the program to track the financial status of your business:

• Customize reports in QuickBooks Desktop
• Understand reports

I'm always around to share appropriate information if you have further inquiries about importing banking transactions. Notify me by clicking the Reply button below or post in our forum again. We're available 24/7.