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QuickBooks Team

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Hello there, DelveFore. 

 

I'd like to ask if we encountered an error when trying to reconnecting the bank. It's possible that the bank is having a maintenance that's why we're unable to see it. We can try logging into the bank's website if there are any notifications or alerts that needs to taken into account first.   

 

In the meantime, we can manually add bank downloaded transactions manually. I'll show you how: 

  1. Go to the Gear icon.
  2. Click Imports
  3. Select  import transactions at the bottom. 
  4. Locate and open the CSV file of the bank transactions. 
  5. Review the column headers and data. Make sure the Date, Description, and Amount columns on the CSV match the columns and order in QuickBooks. The other column headers can be in any order.
  6. Select Continue to complete the import.

Any additional information is much appreciated. Take care always! 

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