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Nov 30, 2022 12:43 PM UTC
Question

Can u help me with updating my quickbooks banking transactions as it is showing entries till 22nd Nov only.

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1 reply

Nov 30, 2022 2:20 PM UTC

Thank you for bringing this to our attention, @Amit.

 

I understand the inconvenience this has caused you in the Banking Menu. I'm here to guide you on updating them manually since you cannot get the recent transaction from your bank.

 

Before we proceed, may I know your financial institution to check further if there's an issue with why current transactions are downloading seamlessly? 

 

Furthermore, we'll try to run a manual update to refresh its connection. 

 

Here's how to do that:

 

  1. Go to the Banking menu on the left pane.
  2. Click on the bank account that you're working on.
  3. Select Update. 
  4. If asked, enter your Multi-Factor Authentication (MFA) credentials. Then press on Continue update.

 

If the issue continues, enter the transaction manually. Feel free to follow the detailed steps in this article: Manually upload transactions into QuickBooks Online.

 

I've added these articles if you want to categorize transactions and reconcile your account in QuickBooks Online. 

 

 

Please keep in touch if there's anything else I can do to help you succeed with QuickBooks. I've got your back. Have a great day, and stay safe.