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March 13, 2022
Question

Bank did update/bank balance is updating but NO transactions are being pulled into quickbooks

  • March 13, 2022
  • 1 reply
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bank did an update...I verified account and bank balance in quickbooks DID update but Quickbooks did not and there are NO transactions to review

1 reply

March 13, 2022

Thanks for letting us know about your challenges in getting your bank transactions to QuickBooks, @kbbenoit.

 

I'm here to help you bring your transactions into QuickBooks Online (QBO).

 

But before that, may I ask if you encounter any error messages? 

 

If you've done the steps in manually updating your bank but encounter the same result, There's a possibility that the connection between your bank's website and QuickBooks was interrupted. I'd suggest getting in touch with your bank to verify if they have ongoing page maintenance that's causing the interruption.

 

If none, we can manually upload your bank transactions into QuickBooks through a web connect file. For more insights, free to look at this article:  Manually upload transactions into QuickBooks Online.

 

Additionally, here's how to check the format of bank transactions in a CSV file you plan to upload into QuickBooks.

 

For future reference, you can read these guides about categorizing your bank transactions and reconciling your accounts.

 

Feel free to tag me if you have any other banking concerns by dropping a reply below. I'm always here to assist you. Have a wonderful day.