Why can't I see any transactions on my bank account for October?

Hi Katie,

Welcome to the community & thank you for your query!

If you can please private message us what product you have with QuickBooks Online if it is self employed or business? Also what bank you have connected. Normally when you connect your bank for the first time it will only pull through the last 90 days worth of transactions but from what you have said it has only pulled through since the 28th of September. If you can also complete the following trouble shooting steps we would appreciate it:

Open up Chrome browser-go to the 3 dots in the top right hand corner-go to settings-scroll down to advanced and select-clear browsing data-tick the cached & cookies boxes and clear

Then once cleared go back to the 3 dots in the top right hand corner and select incognito/private window-log into your QBO account using this window and then go to the banking section on the left and on the right hand side there is an update button click here to update the bank and see if that updates the transactions.

Here enclosed is a link to banking transactions:https://community.intuit.com/articles/1145233-upload-more-than-90-days-of-bank-transactions-in-quickbooks-online

If you can please follow the above steps and let us know the outcome so we can go from there.

Thank you in advance

Hello Katie,

I have spoken with our Banking team and what they have advised is if you disconnect the bank connection and reconnect you should be able to connect using the memorable word rather than pin sentry. to disconnect the account you will select the pencil option then select edit account info and select disconnect on save. Before disconnecting any account I would advise to make sure your For Review section is cleared as any data which is in For Review will be lost and if before importing date would need to be manually added.

Please let me know if this then allows you to connect to your account.

Thanks,