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droogie
June 13, 2022
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Starling Bank transactions not showing in new QBSE account

  • June 13, 2022
  • 1 reply
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Hello

I've just returned to QBSE today with a new account and have linked it to my Starling Business account but the only transaction that I can get to show is a pending one to Quickbooks from today. No other transactions are showing up. I successfully linked to this same Starling account last time I used QBSE and I can get my personal bank account to show up fine. No error messages and the balance is correct, just no transactions.

 

Any ideas? I've tried disconnecting and reconnecting several times and it all looks active in Starling and QB.

Thanks

Best answer by MaryLandT

Hi there, droogie.

 

I want to make sure transactions from the Starling Business account are downloaded to QuickBooks.

 

Disconnecting the bank account will also remove pending transactions. You can simply refresh the connection to download the latest transactions.

 

Let me show you how to do it.

 

  1. Go to the Gear icon, then Bank Accounts.
  2. Click the Refresh all button.

 

If the latest transactions aren't showing up, I suggest checking with your bank. it could be caused by the following scenarios:

 

  • The bank's website is undergoing some maintenance updates.
  • Your bank requires you to update the information such as name (bank merger), account number, or login credentials.
  • Changes in the service offerings. Web Connect or Direct Connect.

 

If there are no changes from your bank, I recommend contacting our QuickBooks Self-Employed Team. They can create a case and forward it to our Product for further investigation.

 

For now, you can export transactions directly from Starling Business and manually upload them to QuickBooks. Then, you can categorize and approve them.

 

I'm adding these articles as your guide in managing downloaded transactions.

 

 

Keep me posted if there's anything else you need about your Starling Business transactions. I'll be right here to answer your questions.

1 reply

MaryLandT
MaryLandTAnswer
June 13, 2022

Hi there, droogie.

 

I want to make sure transactions from the Starling Business account are downloaded to QuickBooks.

 

Disconnecting the bank account will also remove pending transactions. You can simply refresh the connection to download the latest transactions.

 

Let me show you how to do it.

 

  1. Go to the Gear icon, then Bank Accounts.
  2. Click the Refresh all button.

 

If the latest transactions aren't showing up, I suggest checking with your bank. it could be caused by the following scenarios:

 

  • The bank's website is undergoing some maintenance updates.
  • Your bank requires you to update the information such as name (bank merger), account number, or login credentials.
  • Changes in the service offerings. Web Connect or Direct Connect.

 

If there are no changes from your bank, I recommend contacting our QuickBooks Self-Employed Team. They can create a case and forward it to our Product for further investigation.

 

For now, you can export transactions directly from Starling Business and manually upload them to QuickBooks. Then, you can categorize and approve them.

 

I'm adding these articles as your guide in managing downloaded transactions.

 

 

Keep me posted if there's anything else you need about your Starling Business transactions. I'll be right here to answer your questions.

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