Banking
Welcome to the Community, @kathleen-bpprodu and @DJW17! I'm here to assist you with the issues you have regarding importing bank transactions.
Before we start, could you let me know about the specific bank error you encountered while trying to import or update your bank transactions? Any additional details will help me to give you a more targeted response.
Meanwhile, let's refresh the connection and get your latest available transactions by doing a manual update. Here's what you need to do:
- Navigate to Bookkeeping or Transactions.
- Choose Bank transactions.
- Click the account, then Update.
Alternatively, you can log in to your bank or credit card's website to check if they are experiencing any server issues or undergoing maintenance, which might be causing the problem. This could be disrupting the data exchange between the bank and QuickBooks.
If everything seems fine on their end, try updating the feed again using a private window or another supported web browser that you already have installed. There may be a temporary issue with the browser you're currently using.
Here are the shortcut keys:
- Mozilla Firefox: Ctrl + Shift + P
- Google Chrome and Microsoft Edge: Ctrl + Shift + N
- Safari: Command + Option + P
However, if you're having issues when trying to manually upload your transactions, check out this article and follow the specific steps for the error message you saw: Fix bank upload errors in QuickBooks Online.
Once the entries are imported, it's time to review and categorize them. Then, reconcile your accounts so they always match your monthly statements.
If you have any follow-up questions about bank feeds or need assistance in accomplishing your other tasks, don't hesitate to click the reply button below. Wishing you a successful and productive day!
