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February 10, 2022
Question

Bank account is linked but not pulling transactions

  • February 10, 2022
  • 1 reply
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Quickbooks is showing my bank account is linked but transactions arent pulling from my bank for review

1 reply

February 10, 2022

Hello there, @TLegacy. Let me get the help you need about your banking concern. 

 

To get started, may I know what's your bank provider? This helps us check on our records if there's a reported case about this one.

 

There are reasons why transactions won’t download. It could be due to the following:

 

• A connection issue between your bank and QuickBooks Online (QBO).

• The financial institution’s server is offline.

• Error messages or codes that require you to perform a certain task.

 

In the meantime, to bring in transactions, let us perform the below steps:

 

1. In the left menu, click Transactions

2. Go to the Banking tab and select the appropriate bank account.

3. Hit the Update button. 

4. If prompted, enter your Multi-Factor Authentication (MFA) credentials.

5. Select Continue update.

 

Repeat the above procedure at least three to five times to resync your connection.

 

For more information on what you can do to resolve the issue, take a look at this article: What to do if you get a bank error or can't download transactions in QuickBooks Online.

 

Once bank transactions download, you can now start categorizing or matching them to straighten out your books. After that, you have the option to do your regular bank reconciliation

 

If you have additional assistance while managing your bank transactions, let me know. I'll be around to provide further assistance. Have a nice day.