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July 22, 2023
Question

If my banking details have stopped importing, what should I do?

  • July 22, 2023
  • 1 reply
  • 0 views
They were updating fine before, but stopped at the end of June.  I've checked the import details which are correct and I've checked I still have permission.

1 reply

July 22, 2023

Welcome to the Community, roostanley.

 

Allow me to share some information about banking stop importing in QuickBooks Online (QBO).

 

Certain bank errors block QuickBooks from downloading new transactions. If your banking stops importing and you encounter errors, follow the links listed in the Step 4 section of this article to be guided in fixing it: What to do if you get a bank error or can't download transactions.

 

If you didn't receive any error messages, you could try signing in to your bank’s website to check if everything is working on their end. Then, manually update your bank connection to get the latest available transactions. Here's how:

 

1. Select Banking or Transactions from the sidebar menu.

2. Go to the Banking tab.

3. Choose the appropriate bank account.

4. Click Update.

 

To get your accounts up to date, you may upload your entries manually using an Excel CSV file. You can check out the instructions I've added above for the details.

 

Once the transactions are added to QuickBooks, you can categorize the transactions to put them into the correct accounts. Then, proceed with your reconciliation to keep track of your statements and balances.

 

If you have follow-up questions specific to the error message you're getting, let me know by adding a comment below. I'll be right here to help. Have a good one!