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nishajoeva
Level 1

The bank transactions are not syncing in QB

 
1 Comment 1
BettyJaneB
QuickBooks Team

The bank transactions are not syncing in QB

Thanks for visiting us again here in the Community, @nishajoeva.

 

I love to help you get this banking issue sorted out. However, I want to know if you receive any banking errors and what financial institution are you working with. Any further details would be a great help for me to narrow down this matter.

 

Moreover, the data we receive in QuickBooks depends on the information sent to us by the financial institution. If the connection between QBO and the bank is interrupted, online banking issues like transactions are not syncing may occur.

 

To fix this, you can manually update the account to refresh the connection and fetch missing items.

 

Here's how:

  1. From the left toolbar, select the Banking menu and tap the Banking tab.
  2. Click to highlight the account you're updating, then hit the Update button.

 

To learn more about fixing online banking issues, see this article: What to do if bank transactions won’t download or there's a bank error?

 

If the same thing happens, I suggest importing your bank entries into the system manually. This way, you can get your work done.

 

Here's how:

  1. Click Banking from the left navigation panel.
  2. Pick File Upload from the Update drop-down menu or Upload transactions manually if there isn’t any bank connected to QBO.
  3. Select Browse and choose the file you downloaded.
  4. Choose an account from the list, then Next.
  5. Follow the on-screen instructions to map the fields.
  6. Select the transactions to import.
  7. Click Yes.
  8. Hit Let’s go.

For the information and steps on importing these files, see this article: Manually upload transactions into QuickBooks Online.

 

Keep me posted on how things turn out. I'll be around to assist you further if there's anything else that you need. Take care!