jamespaul
Moderator

Banking

Hello, userinfo134.

 

I'd like to add something to do the mix and help you with the bank transactions issue in QuickBooks. 

 

Before anything else, I'd like to ask the name of the bank. This way, I'll be able to look for any connection issues related to that bank in our system. 

 

I'll also ask if there are any error message when you go to the Banking page. This information would gladly help me come up with the necessary steps to resolve it.

 

In the meantime, let's do the following steps to fix the issue. 

 

If you haven't already done it yet, you'll want to manually force the updates to go through in the Banking page.

 

Simply click the Update button in the page at least three to five times. This refreshes the connection between your bank and QuickBooks. 

 

Also, there might be some notifications or alerts in your bank account that may interrupt the connection process. Log in to your bank account's website and check for them. 

 

You can find more solutions for the bank transaction issue here: What to do if you get a bank error or can't download transactions in QuickBooks Online.

 

After fixing the issue, you can start categorizing and adding your transactions. When you're ready, you can start your regular reconciliation process

 

I'm still looking forward to your reply, but if you have any other concerns about your transactions, let me know.