Hi there, @lucy-harris.
Allow me to share some insights about your banking concern.
After March 14, 2020 the bank data can only be downloaded into QuickBooks via Open Banking. This is a part of a new regulation that allows customers to share their financial information electronically.
You'll need to re-authorise your bank. If this still doesn't work, I'd suggest to try disconnecting and reconnecting the bank connection to fix it.
However, there are banks that don't support Open Banking feature as of the moment. For those banks that aren't using this feature, they're advised to manually bring in transactions using WebConnect.
Now let's download the transactions from your bank, then log in to QBO and upload the CSV file:
- Login to your bank website and select the date range of transactions you want.
- Select the file type CSV to convert transaction data to.
- Save the transaction file to your computer.
- Login to QuickBooks Online, then go to the Banking menu and select Upload.
- Click the Browse button, then locate and click on your downloaded file.
- Click Yes on the notification asking if you want to import now.
- Select Let’s go once you'll be notified that the import is complete.
You will be routed to the Downloaded Transactions window where the imported transactions will appear in the For Review section.
You can check out these articles about concern and to know the financial institution that supports this feature:
I'll be here if you need anything else. Please don't hesitate to tag mt name in the comment section below. Stay safe.
