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louis-rightwayco
Level 1

My bank does not update. QuickBooks say that they are sorting out the problem but I cant wait as the manual upload format takes to long to organize.

 
2 Comments 2
Fiat Lux - ASIA
Level 15

My bank does not update. QuickBooks say that they are sorting out the problem but I cant wait as the manual upload format takes to long to organize.

You can prepare your data in XLS/CSV/QBO or other file formats and utilize an importer tool for the time being.

SarahannC
Moderator

My bank does not update. QuickBooks say that they are sorting out the problem but I cant wait as the manual upload format takes to long to organize.

Hello there, @louis-rightwayco

 

I'd like to provide additional details on what we can do when a bank is not bringing transactions.
 

Can you share what specific bank institution you're using? This helps me check more resources and provide you with correct information about the connection status of your bank to our program.
 

For now, we can try running the manual update to refresh the connection between QuickBooks and your bank. If you haven't tried doing it, you can follow the steps below:

 

  1. Go to the Transactions or Banking menu.
  2. Select on Update.
  3. If prompted, enter your Multi-Factor Authentication (MFA) credentials and select Continue update.

 

If it persists, you can manually upload the bank transactions using the CSV file to continue bringing them to QuickBooks. I understand that it takes a bit of our effort to organize the format. I've included some articles that'll help you with this task.

 

 

First, download transactions from your bank by logging in to your bank's website. Then, follow the given instructions on how to download transactions and save the file on your desktop or anywhere you can easily find it. 

 

Once done, upload them to your book by following these steps:

 

  1. Sign to your QBO account and select Transactions on the left panel.
  2. Click Link account drop-down arrow.
  3. Select Upload from file. Then, click the file you've saved on your computer.

 

If you encounter any online banking issues or want to match/ categorize bank data, please check out these articles:

 

 

Please go back here if you need further assistance. I'll be around to help. Stay safe and be well, louis-rightwayco.