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Sunshine68
Sunshine68
December 6, 2022
Question

Bank Transactions not Downloading

  • December 6, 2022
  • 3 replies
  • 0 views

Is anyone else having this issue?  The bank balance keeps updating but the transactions are not downloading. It seems to have stopped as of sometime Friday afternoon.  I thought it would be resolved by noon today but no luck. Our connected bank is BoA.  

 

I chatted with customer service and they said to give it 24 hours and see if it's resolved.  The rep apparently talked to someone on the back end and they can see the transactions are downloading but they are not making their way to the online interface.  I'm curious as to whether this is a BoA issue, a "me" issue or a widespread technical issue.

    3 replies

    G
    GlinetteC
    December 6, 2022

    I appreciate you for bringing up your concern about bank transactions not downloading, Sunshine68.

     

    I suggest signing in to your bank's website to verify if there are possible issues on their end. However, if there are no issues, you may go back to the Banking page and refresh the bank's connection. 

     

    Here's how:

     

    1. Navigate the Banking tab and select Banking.
    2. Click on Update. 
    3. QuickBooks Online updates all your connected bank and credit card accounts. If you only want to update some accounts, select the unwanted ones to exclude them from the update and select Update Now.

     

    Once done, check your bank feeds for the new transactions to match and categorize them.

     

    Need help reconciling an account? Here's an article for detailed instructions for your guide: Reconcile an account in QuickBooks Online.

     

    I'll be around to keep helping if you have other banking concerns.

    P
    PamC321
    December 6, 2022

    Hello Sunshine68 - I have had this problem since around 11-28-2022. My bank is working, but my Chase Visa and American Express charges are not. We may most of our bills by CC and have multiple employee cards. These charges are piling up and I do not want to manually down load them. QB responds their engineers are aware, but I have not received any satifsaction. I am of no help, but reaching out to let you know I have this problem. If you have not yet, suggest use the chat feature on your QB online, and it will keep a record of your conversations and tell them to report it, "to the engineers". 

    Sunshine68
    Sunshine68Author
    December 6, 2022

    Hi PamC321.  Thankfully, in the past 8 hours, this issue was resolved for us and hopefully it stays that way.  I would be hesitant to manually download as well and I feel for you as I'm sure you'll have quite the backlog to deal with.  Never fun, especially during this time of the year.  Thank you for reaching out and I hope they get your issue squared away soon!

    A
    amac65
    December 6, 2022

    I have 2 different companies I work for and have this issue with one of them.  I have called about this and was told engineering will be working on it.  The "system administrator" has now created a second bank account that taxes and payroll are being pulled from.  Not sure what to do.  Did you get your issue resolved?

    Sunshine68
    Sunshine68Author
    December 6, 2022

    Hi amac65.  Sometime in the past 8 hours, the issue was resolved for us.  I'm not sure if it makes a difference, but I did use the Chat as the method of contact.  That sound like quite a convoluted work-around.  I hope your issue gets resolved soon!

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