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While waiting for others who might be experiencing the same issue, Ryan, let me share some common errors related to pulling in bank transactions and how we can resolve them in QuickBooks Online (QBO).
An error often occurs due to the following:
To isolate, let's check your bank’s website for any maintenance issues that might prevent the application from automatically downloading your transactions.
Once logged in, look for updates, messages, or notifications about required actions, such as:
If there are none, we can proceed with a manual update to trigger the application to download the latest transactions. Follow the steps below to get started:
You can also refer to this article for specific solutions to bank errors: Troubleshoot and fix banking errors.
Alternatively, you can manually import a CSV file to upload your transactions directly into your bank feeds. If the existing issues are resolved, transactions from your bank will automatically download, potentially causing duplicates. In that case, you can exclude the duplicates from your bank feeds. For more details, see: Manually upload transactions into QuickBooks Online.
Feel free to reach out if you have any other questions about banking or QuickBooks. We will be happy to help you with it.
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