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userinfo134
March 27, 2022
Question

Hi, qb isn’t pulling up any new transactions since early February. Please advise.

  • March 27, 2022
  • 2 replies
  • 0 views
Original commenter did not share additional details

2 replies

Fiat Lux - ASIA
Fiat Lux - ASIA
March 27, 2022

Try opening your QBO account on any private/incognito browser.

U
userinfo134Author
March 31, 2022

Thanks. It didn't help.

C
ChristieAnn 11
March 31, 2022

Hi there, userinfo134.

 

Thanks for updating us on what happened. I'll make sure to route you to the right support team to help further resolve the issue with the missing bank transactions.

 

Since the issue continues to occur, I recommend contacting our QuickBooks Support Team by going to the Help icon. They have the tools to pull up your account in a secure environment which we're unable to do it here in the Community. This way, they'll be able to investigate the cause of why the QuickBooks system isn’t pulling up any new transactions 

 

Here's how to contact them:

 

  1. Open your QuickBooks Account.
  2. At the top right, click the Help icon.
  3. Choose the Assistant section.
  4. Type your concern in the Type something field.
  5. Click Talk to a human.
  6. Click I still need a human.
  7. Click the Get help from a human.
  8. You'll be routed into the How can we help? page. Then, select callback or how you want to contact them and fill in the information.

 

You can browse this article to learn more about the different types of support we offer at Intuit and its availability: Support hours and types.

 

You can open this article to view different banking errors and how to fix them: What to do if you get a bank error or can't download transactions in QuickBooks Online.

 

Let me know if there's anything else you need help with managing your bank entries. I'm always here to help you anytime. Take care and keep safe!

J
jamespaul
March 27, 2022

Hello, userinfo134.

 

I'd like to add something to do the mix and help you with the bank transactions issue in QuickBooks. 

 

Before anything else, I'd like to ask the name of the bank. This way, I'll be able to look for any connection issues related to that bank in our system. 

 

I'll also ask if there are any error message when you go to the Banking page. This information would gladly help me come up with the necessary steps to resolve it.

 

In the meantime, let's do the following steps to fix the issue. 

 

If you haven't already done it yet, you'll want to manually force the updates to go through in the Banking page.

 

Simply click the Update button in the page at least three to five times. This refreshes the connection between your bank and QuickBooks. 

 

Also, there might be some notifications or alerts in your bank account that may interrupt the connection process. Log in to your bank account's website and check for them. 

 

You can find more solutions for the bank transaction issue here: What to do if you get a bank error or can't download transactions in QuickBooks Online.

 

After fixing the issue, you can start categorizing and adding your transactions. When you're ready, you can start your regular reconciliation process. 

 

I'm still looking forward to your reply, but if you have any other concerns about your transactions, let me know. 

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