Hello Everyone, I'm knew to Quickbooks so might be doing something incorrectly.
I’ve integrated our bank account. It downloads my incoming transactions perfectly every time I click the update button.
The problem is I need it to do the same with our expenses and it’s not happening. It tells me to integrate the bank account but when I do it says it’s already integrated (which it is, for the incoming transactions).
I can help you fix unexpected behavior within the banking page, Lisa.
It's possible that your bank has restrictions on downloading expense transactions. You can log in to their website or contact them directly to verify. After you have checked on their page, you can go back to Quickbooks and click the Update button to refresh the changes.
Aside from that, once your account is connected, QuickBooks automatically downloads the last 90 days of transactions. If these expense transactions are more than 90 days, you might want to manually import them to the system.
To start, you can follow these steps:
Log in to your bank's website and follow their instructions on how to download bank transactions.
Save it in a file that we support such as Comma-Separated Values (CSV), QuickBooks Online (QBO), or Quicken (QFX).