Account management
I recognize it’s not ideal, and this isn’t the experience we want to leave to you, @twest45. Please know that the investigation mentioned above is already closed and resolved. No worries, I’ve come to help sort this out so entries from the Home Depot project loan card will sync in QuickBooks.
In most cases, sync issues happen when your financial institution is conducting system maintenance and an update that needs your attention and action. Bear in mind that QuickBooks Online (QBO) will depend on the information shared by your bank when downloading transactions.
It would be best to visit your Home Depot project loan card website as our first troubleshooting step. This way, we can verify if there are announcements that impact your connectivity.
Here’s how:
- Sign in to your account's website.
- Go to the Notification menu.
- Check the information.
If there’s none, you can perform a manual update to refresh and trigger the connection within the program. I’m glad to show you the steps:
- Within QBO, select your Banking or Transactions menu.
- Go to the Banking tab.
- Click Update.
Please know that it updates all your connected bank and credit card accounts. The number of transactions in each account tile will increase if QuickBooks downloads new transactions. Make sure to exclude any entries that have already been downloaded to avoid duplicates.
If you notice any error messages, you can also use this guide to learn how to fix them: What to do if you get a bank error or can't download transactions in QBO.
Once resolved, you can browse this article to help you manage your downloaded bank and credit card transactions: Categorize and match online bank transactions. This ensures you put them in the correct accounts while ensuring everything is accurate and balanced.
I appreciate you taking the time to reach out to the Community. If you need further assistance or have other bank-related concerns, don’t hold back to drop a comment below. I’ll be here anytime to help you out.
