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Download the most recent bank and credit card transactions in QuickBooks Online

SOLVEDby QuickBooksQuickBooks OnlineUpdated June 27, 2022

Learn how to get the latest transactions from your bank and credit card accounts.

When you connect a bank account to online banking, QuickBooks Online automatically downloads transactions every night. If you don't want to wait for the scheduled download, you can refresh the connection to get the latest available transactions.

Download the latest bank and credit card transactions

  1. Go to Bookkeeping, select Transactions, then select Bank transactions (Take me there).
  2. Select Update.
  3. If asked, enter your Multi-Factor Authentication (MFA). Then select Continue update.

You can keep working in QuickBooks while the accounts update. It can take a few minutes.

If you ever see issues or errors, here's how to fix online bank connections.

QuickBooks Online automatically downloads new transactions each night.

For transactions from banks that are not connected to QuickBooks, follow the instructions in Manually upload transactions into QuickBooks Online.

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