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michael-hearn
June 4, 2020
Solved

I have connected my bank account and I can see it shows my current balance but it hasn’t imported any of my transactions. Is there anything I need to do?

  • June 4, 2020
  • 1 reply
  • 0 views
Original commenter did not share additional details
Best answer by GeorgiaC

Hi michael-hearn,
 

 

Thanks for dropping by on the Community👋

 

Connecting the bank should automatically pull through available transactions into the 'For-Review' tab of the banking screen. 

 

Are you able to sign-into your account through an incognito/private browsing window to see if this prompts an update? 

 

If that does not work if you can click on the word update and see if that pulls the transactions through

 

If you still don't see any transactions, please get back to us below with the name of the financial institution and the account type you hold. 

 

Thanks again!

1 reply

G
GeorgiaCAnswer
June 4, 2020

Hi michael-hearn,
 

 

Thanks for dropping by on the Community👋

 

Connecting the bank should automatically pull through available transactions into the 'For-Review' tab of the banking screen. 

 

Are you able to sign-into your account through an incognito/private browsing window to see if this prompts an update? 

 

If that does not work if you can click on the word update and see if that pulls the transactions through

 

If you still don't see any transactions, please get back to us below with the name of the financial institution and the account type you hold. 

 

Thanks again!

M
michael-hearnAuthor
June 4, 2020

I have tried using incognito browsing but it is still the same.

On the dashboard for profit/loss, expenses, sales, everything is 0 except for my current balance.

On the dashboard it shows Bank Accounts with my current balance and when I click on 'Connect accounts' and select HSBC and enter my login and security details it then tells me I have already connected my bank account but when I click on my expenses tab it then shows a link to a video and a list of 1,2,3 and two buttons for 'Connect bank' and 'Add expense manually'. I then click on Connect bank and go through the same thing and it tells me I already have a connected bank account.

Does it not show your bank transactions based on what type of Quickbooks subscription level you are on?

M
michael-hearnAuthor
June 4, 2020

I think my issue is resolved now. I clicked on update on the dashboard and then I connected to HSBC but this time it came up with a green tick to say it has been updated and now I have transactions appear for the last 3 months.

 

Instead of manually having to import my transactions by uploading a csv file for data that is older then 3 months is it possible to sync automatically?

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