Moderator

Banking

I'd like to catch up and join the conversation, im4gltr.

 

The bank transactions you should be seeing in the Banking page (under the For Review tab) are the information that your bank's website shares with us.

 

If we're unable to download any transactions after doing the manual update, there's a possibility that your bank is having a website maintenance or they added some security functions that you need to confirm.

 

I'd recommend reaching out to your bank to see why we're unable to download bank transactions. Then, you can update the Banking page manually again.

  1. In the Banking page, click the Update button.
  2. Enter the Multi-Factor Authentication (MFA) credentials.
  3. Continue the manual update.

If the same thing happens, you can use a valid WebConnect file to import your bank transactions. You can use this as an alternative if your bank offers the said file. You can refer to this article for more information: How to Upload More Than 90 Days of Bank Transactions.

 

Moreover, you can reach out to our QuickBooks Customer Care Team. They'll be able to pull up your account and further investigate this issue. 

 

We're always here to help you out if you have other concerns.