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info-affixsol-co
Level 1

Unable to download statements from investec bank 12 months old

Investec not downloading
1 Comment 1
Joesem M
Moderator

Unable to download statements from investec bank 12 months old

I'll help make sure you can download statements from Investec bank, @info-affixsol-co.

 

I know how this process takes time when you're unable to download bank transactions into QuickBooks Online (QBO). We'd want to make sure that we get this sorted out.

 

 To start, I recommend updating your bank manually in the system to refresh its connection. 

 

To do that:

 

  1. Go to the Banking menu or Transactions menu.
  2. Go to the Banking tab.
  3. Click on the bank account that you're working with.
  4. Select Update.

 

You can also use this link in case you've encountered bank errors, jump to "Step 4: Fix specific bank errors.": What to do if you see a bank error or bank transactions won’t download.

 

Also, you can perform some troubleshooting steps. This is to refresh the system and remove older data that may cause the system's viewing and performance issues. For the detailed steps, you can refer to this article: Clear cache and cookies to fix issues when using QuickBooks Online.

 

You can also use this link in case you've encountered bank errors, jump to "Step 4: Fix specific bank errors.": What to do if you see a bank error or bank transactions won’t download.

 

For reference, in case you'll wan to manually import bank transactions in QuickBooks Online: 

 

 

Once you have downloaded your transactions, you may match and categorise them properly so you can reconcile your account smoothly. 

 

I've got your back if you need more help with managing your online banking in QuickBooks. Just click the Reply button so I can assist you further. Take good care, @info-affixsol-co.