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kcroy
December 15, 2023
Solved

Bank transactions are not importing

  • December 15, 2023
  • 4 replies
  • 0 views

I linked my bank account, and everything appears set up properly. However, only 16 transactions ( instead of a full years worth ) show up. I just set this account up, importing from Desktop, and I have to say I'm not enjoying the experience.

 

I see that there appears to be a "temporary" problem with Chase Bank, but I set this account up 2 months ago - I would have expected to see 2 months worth of transactions waiting for me. Do I need to manually hit the "Update" button each time? I assumed my transactions would be added in even if I do not happen to log in that month.

Best answer by SarahannC

I see that when things don't go as expected, it can lead to that feeling, kcroy. Please know that this isn't what I want you to experience.
 

When it's the first time to link an account in QBO, the system will automatically download the last 90 days of transactions. Because you received a prompt about the connectivity issue, that's why other transactions that should be there are currently missing.

 

What we can do now is wait for the fix. You'll be notified when it's resolved by receiving another prompt on that page. Once resolved, you can manually update your bank feeds at any time to ensure that you have the most recent transactions imported into your account.

 

For now, you can manually upload your data using a CSV file. You can follow the steps below to bring them into QuickBooks.

 

  1. Sign in to your bank website and download the transactions.
  2. Log in to your QBO account and go to the Transactions menu.
  3. Click the Link drop-down arrow and select Upload from file.

 

For the information and steps on importing bank data, we can visit this article: Manually upload transactions into QuickBooks Online.

 

You can use these articles when reviewing and reconciling your accounts in QuickBooks:

 

 

If you have more concerns about connecting accounts and handling transactions, please know that I'm here to help you.

4 replies

S
SarahannCAnswer
December 15, 2023

I see that when things don't go as expected, it can lead to that feeling, kcroy. Please know that this isn't what I want you to experience.
 

When it's the first time to link an account in QBO, the system will automatically download the last 90 days of transactions. Because you received a prompt about the connectivity issue, that's why other transactions that should be there are currently missing.

 

What we can do now is wait for the fix. You'll be notified when it's resolved by receiving another prompt on that page. Once resolved, you can manually update your bank feeds at any time to ensure that you have the most recent transactions imported into your account.

 

For now, you can manually upload your data using a CSV file. You can follow the steps below to bring them into QuickBooks.

 

  1. Sign in to your bank website and download the transactions.
  2. Log in to your QBO account and go to the Transactions menu.
  3. Click the Link drop-down arrow and select Upload from file.

 

For the information and steps on importing bank data, we can visit this article: Manually upload transactions into QuickBooks Online.

 

You can use these articles when reviewing and reconciling your accounts in QuickBooks:

 

 

If you have more concerns about connecting accounts and handling transactions, please know that I'm here to help you.

K
kcroyAuthor
December 17, 2023

Thank you. Transactions appear to have been imported. This was partially a "user error" issue as well. It was not clear to me that each of the bank feeds had a separate number of pending transactions. I was only seeing the pending transactions from one of the accounts. I see now that the other accounts / pending transactions are listed next to each other.

S
SheandL
December 17, 2023

It's great to hear from you again, @kcroy.

 

Thanks for stopping by in the Community. It's glad to hear that my colleague's answer has solved your concern about bank transactions not importing is solved. 

 

Our team at QuickBooks is dedicated to providing you with the best possible customer service. Please don't hesitate to contact us if you require any assistance with QBO. We are always here to help you. Have a wonderful day!

4
4Gal
December 15, 2023

@kcroy 

You can use MT Online or one of the converter tools (e.g csv2qbo @ $60 one time license) as a workaround.

https://www.moneythumb.com/?ref=110

 

K
keens772
February 12, 2024

When I go to Transactions/Bank Transactions, Update, I get the following message: "Sorry, we can't update your account. Please wait a few hours and try updating again (176)."

I have used QBO for years, and now suddenly my accounts don't sync.

So I resorted to "EDIT SIGN IN INFO" and that worked once or twice but now even that isn't working as I get the following message: "That didn’t work. Try signing in again. (103)".

I have tried every combination of user name/password I can think of, to no avail - EXCEPT NOW ONLY AFTER I ATTEMPT MULTIPLE TIMES...how many times? Sometimes twice. Today it took more almost 10 tries - same user name and passwords typed in over and over and over...until POOF! It works....huh????

 

S
sster
March 27, 2024

I'm trying to import 3 months of old transactions into my bank account but after selecting my import file it asks for "quickbook account" and nothing is showing in the dropdown. How do I fix that?

R
ReymondO
March 27, 2024

Thanks for joining the thread and adding a screenshot, @sster.

 

Once you import bank transactions, you should be able to see the bank accounts you've created inside QuickBooks from the drop-down list.

 

Sometimes, too much accumulated cache in the browser can cause unexpected behavior in the program. This can be the reason why you're getting this experience during the importation process. 

 

To fix the issue, I'd suggest opening your account in a private window. Doing this will help us check if the problem is related to a cache issue. Here's how to access your account in incognito mode:

 

  • Mozilla Firefox and Microsoft Edge: Press Ctrl + Shift + N
  • Google Chrome: Press Ctrl + Shift + N
  • Safari: Press Command + Shift + N

 

Once done, try to import your bank transactions again. If this works, go back to your regular browser and clear its cache. If the issue persists, use another supported browser instead.

 

After your transactions are in, you can now categorize them. This way, they will go straight to your bank's register.

 

Please let me know if you have any follow-up questions about importing your bank data into QuickBooks. I'll be here to help you out. Have a good one.

    S
    sster
    March 27, 2024

    New browser did the trick. Thanks!

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