cancel
Showing results for 
Search instead for 
Did you mean: 
phil-trish-arrab
Level 1

Morning, I am still not being assisted with downloading of bank details. This does not reflect well on Quickbooks - please escalate the issue for urgent attention?

 
1 Comment 1
RenjolynC
QuickBooks Team

Morning, I am still not being assisted with downloading of bank details. This does not reflect well on Quickbooks - please escalate the issue for urgent attention?

Good day, phil-trish-arrab.

 

Let's work together and get the transactions downloaded in the Banking page. We try manually updating the transactions by following these steps: 

 

  1. On the left panel, go to Banking and select the Banking tab.
  2. Click the Update button.

Here's a sample screenshot for a visual reference:

 

 

If you're still not able to see any new transactions, try to check your bank or credit card's website if there are no maintenance updates. Otherwise, follow the other steps in this article: What to do if you get a bank error or can't download transactions in QuickBooks Online.

 

Once you have the new transactions downloaded, you can start matching or categorizing them. The steps are included here: Categorise and match online bank transactions in QuickBooks Online. Then, reconcile the account after. 

 

Please let me know of the result after doing the steps above. I want to make sure this is resolved for you. Take care!