Other questions
I can only imagine how challenging this situation must have been for you and your client, jo-lee. I'm here to help bring all the necessary data into QuickBooks Online (QBO).
Upon checking our system, I haven't found any ongoing investigation related to the Lowe's and Chase issue.
Once the accounts are connected, QBO automatically downloads and categorizes the data each night. Since both balances are updated, yet the transactions are missing, I recommend manually updating the two financial institutions. Doing so helps get the latest available data. Here's how:
- Go to Transactions, then Bank transactions.
- Select the Chase account, then choose Update.
- If asked, enter your Multi-Factor Authentication (MFA). Then, click Continue update.
- Repeat the steps for Lowe's.
For additional reference, you can check this article: Manually Update Accounts.
If the issue persists, there's a possibility that the connection between the two banks and QBO was interrupted. With this, I suggest letting your client get in touch with their support to verify if they have ongoing page maintenance that's causing the interruption.
You may also want to contact our QuickBooks Support Team. They're equipped with tools to check the cause. It'll also allow them to submit a ticket to our engineering team to alert them about the issue if necessary.
Once fixed, you can browse this article to review downloaded bank transactions: Categorize Online Bank Data.
Please let me know if you have any other banking concerns by dropping a reply below. I'll be around to help you. Wishing you and your client continued success, jo-lee.
