Question

Bank transactions are not importing

Forum|Forum|7 years ago
January 7, 2019
5 replies
0 views

QB is connecting fine to my bank, but transactions stopped importing after March 2018 - any thoughts?

QuickBooks Online

Thanks for joining us again here in Community, giantdonut.

Did you receive any error message? If so, here's an article that provides a list of online banking errors and the steps on how to fix them: Fix online banking errors in QuickBooks Online.

I would also appreciate if you can tell us what specific bank you're using so we can determine and check if there is an ongoing issue with the bank.

In the meantime, let's do a manual update to refresh the connection between your bank and QuickBooks Online.

Here's how:

Go to Banking from the left menu.
Select the Update button in the upper right.
Select Update Now.

You can leave a comment below to add more details of your concern. Keep me posted on how it goes or if you have additional questions as I'm here to assist.

S

starnroanise

I have the same issue. It imports all bank transactions except for a span of 2 months and 5 days. It's incredibly annoying. I've clicked Update now multiple times but it doesn't do it. Did you find out what was the issue?

A

Anonymous

I appreciate you trying some steps to get this issue sorted out, starnroanise.

An interrupted connection between QuickBooks and your bank is usually causing this issue. Since you’re still unable to get these transactions, I’d recommend uploading them manually through CSV. This involves logging in to your bank, downloading the transactions from there and saving it in your desktop.

For the detailed steps, please check this out: Manually upload transactions into QuickBooks Online.

It would be best as well if you’ll provide us your bank name so we can check if there’s an ongoing issue. Stay around if you need anything else.

M

minnice

I am having the same problem. Eight months of bank transactions did not import from US Bank. I have tried Updating several times, manually downloading the transactions from my bank (QB won't accept them because it tells me it is already automatically connected). I do not want to manually add 8 months worth of transactions!

G

Giovann_G

Thanks for joining in the thread, minnice.

I understand that it's quite time-consuming to manually add transactions in QuickBooks Online. As I've checked, we haven't received any similar issue about this. QuickBooks should allow you to import your downloaded bank transactions even if your bank is connected.

Can you share the full name of your financial institution so that we can double-check it? Any information you provide will help us in determining the best course of action for resolving your issue.

In the meantime, you can try opening your QuickBooks Online (QBO) account using an incognito window. You can use the shortcut keys provided by my colleague above. Alternatively, you can use a different supported browser to further isolate this.

Also, please ensure that your CSV files have the correct format if you already downloaded transactions from your bank. See this article for more details: Format CSV files in Excel to get bank transactions into QuickBooks. Then, you can follow the steps to manually import your transaction in QBO: Manually upload transactions into QuickBooks Online.

Once everything is in order, you can visit this resource so you'll have a guide to ensure your transactions are put in the correct accounts: Categorize and match online bank transactions in QuickBooks Online.

Feel welcome to get back on this thread if you'll need further assistance with bank feeds. We're always here to help you.

B

Bunky1002

I'm not sure I know what you mean when you say you've checked and you haven't received any issues likes this but this situation is a problem. I've been importing transactions from multiple sources (banks, credit cards, etc) and the process of uploading through quickbooks online is very unreliable. Every month I have some account transactions missing on import. Could you guys make this a priority to resolve? What I think you are missing is the fact that every time information is missing on upload the end consumer has to reconcile the account manually to figure out which of the current months transactions are missing so that we can manually upload them. This is a problem.

N

Neekoy

Im having the same issue with my AMEX gold card. Only the last few transactions from September 2022 onward have imported and nothing else. Ive tried disconnecting my bank (credit card) and reconnecting, as well as refreshing and updating multiple times. I clearly requested everything from 01/01/2022 to be imported but there seems to be an issue and i cant figure it out. Im hesitant to start entering things manually or through CSV as I don't want to turn this into a bigger mess as this has happened n the past. Does anyone have any ideas on how to resolve?

Fiat Lux - ASIA

@Neekoy

You can use csv2qbo converter tool

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

As an additional option, use a backup restore app to lower any risk.

https://partnerwithus.rewind.com/quickbooks

R

Rasa-LilaM

Let me assist you and direct you to the appropriate channel that can address your banking concern on time, Neekoy.

The first time you connect your bank to QuickBooks Online (QBO) it automatically downloads the maximum number of entries. Depending on the Financial Institution (FI) they can give you up to a year of historical data. Some banks let you download the last 90 days of transactions.

Since the data we receive is dependent upon what your bank sends to us. I still recommend contacting American Express to assist you in bringing the transactions into QBO (01/01/2022). This way, you'll no longer have to manually enter them. Otherwise, you'll have to import the entries via CSV.

Regarding your online banking connection, I recommend contacting our QBO Care Team. One of our agents will conduct extensive troubleshooting steps to determine why only a few entries were imported into the online program. Reaching out to them ensures that your bank feeds continue to function normally and that complete transactions are downloaded.

Once you have your bank data added to QBO, make sure to assign it to the correct account to keep your records accurate and easy to reconcile. I've included some articles with solutions for missing downloaded entries and online banking errors:

If you need more information about a specific accounting task or assistance in resolving issues in QBO, you can use our online resources. You'll be able to access our online tutorials as well as articles about payroll, taxes, banking, cash flow management, inventory, and other topics from there.

Reach out to me again if you have additional questions about banking or other product-related concerns. I'm always ready to answer them for you, Neekoy.

E

ec80

Bank Feeds not working- starting 2023 QB's is not connecting with my bank BOA.

Is BOA no longer intergraded with QB's?

L

LollyNino_C

Thanks for letting us know about your banking connectivity issue, @ec80. I'm here to ensure that you'll be able to connect your Bank of America account with QuickBooks Online.

Before we start, did you receive any error message when connecting Bank of America in your QuickBooks Online (QBO)? Any additional information would help us provide the best resolution based on the error received

In the meantime, let's start with running a manual update to refresh the connection between your bank and QuickBooks. Here's how:

Go to Bookkeeping, select Transactions, then select Bank transactions.
Select Update.

This updates all your connected bank and credit card accounts. The number of transactions in each account tile will increase if QuickBooks downloads new transactions.

If the issue persists after running the manual update, please check out these articles for more troubleshooting steps:

Also, it'd be best if you could provide the exact error message you received so I can give you an additional resolution.

Please let me know if you need more assistance managing your bank transactions. Take care, and have a productive day.

E

ec80

I have QB's desktop - Can't find the bookkeeping tab.

I

imconfused 12

Hi

What is the fix for the bank feeds stopped working on desktop version of Quickbooks? Ours stopped working about 2 weeks ago for no reason.

Thank you

LieraMarie_A

Hi there.

To better assist you, I would need some additional details about the issue you're encountering. Could you please provide the name of your bank? Are you getting an error code or message? This information will allow me to offer you more specific advice or prospective solutions.

Thank you, and I look forward to assisting you further.

I

imconfused 12

Hi

The bank is PNC and there is no error it just keeps circling that it is updating but nothing happens.

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