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walker7
April 23, 2021
Question

How can I fix my bank feed? The bank balance is updating appropriately, but the feed is not bringing over the individual transactions.

  • April 23, 2021
  • 1 reply
  • 0 views
I have three bank accounts connected in QB. Two of the three are working properly. The third has mysteriously stopped importing individual transactions. No error codes are showing in QB. My bank hasn't updated any software. I am at a loss on why this has happened and how to fix it. I've talked to a QB rep 3 times with no resolution.

1 reply

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TirzahC
April 23, 2021

Welcome to the QuickBooks Community, @walker7.

 

I'm here to ensure this gets sorted out so you can get back to business.Bank connection interruption can cause missing transactions. We can fix this by manually updating your bank to refresh its connection. Here's how:

  1. Go to the Banking menu or Transactions menu.
  2. Go to the Banking tab.
  3. Select Update.

The steps above will surely help you bring in individual transactions on the register.

 

If you happen to encounter error codes when downloading your transactions, you can check this article on how to fix it: What to do if you get a bank error or can't download transactions in QuickBooks Online. Alternatively, you can perform some troubleshooting steps to isolate the issue. Open your browser's private window. It isolates the cache, which is a common cause of unusual behaviors in browsers.

  • Google Chrome: press Ctrl + Shift + N 
  • Mozilla Firefox: press Ctrl + Shift + P
  • Safari: press Command + Shift + N 
  • Microsoft Edge: press Ctrl + Shift + P    

Once logged in, you need to clear the cache of the regular browser you're using.  It will refresh the system and you'll be able to work with clean slate. You can also do this task on other supported, up-to-date browsers.

I'd also appreciate it if you can provide me the name of your bank. This way, I'll be able to check if there are any reported cases.

 

I also recommend checking our Banking and bank feeds page. From there, you can read and learn some best practices in managing your QuickBooks Online (QBO) bank feeds.

 

I'll be around to help if you have any other banking concerns.

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walker7Author
April 23, 2021

After talking with 2 QB support people yesterday and 1 this morning, I have unlinked/relinked the account, cleared cookies/cashe, and used the update button multiple times to no avail.  

MichelleBh
MichelleBh
April 23, 2021

I understand how precious time is for you,  @walker7.

 

I appreciate all the effort you've spent to resolve the banking feed concern in QuickBooks Online. I'm here to provide a workaround to ensure you can track and review your transactions as soon as possible.

 

I know you've already called our support team. However, I still suggest reaching out to them again. This way, they can open a new ticket and investigate this further.

 

Please provide a case number to the agent if you have it. This way, you don't need to repeat your issue. You may also check out this article for our support hours: QuickBooks Online Support.

 

In the meantime, you’ll want to manually upload your bank transactions to your account. Let me guide you how:

 

Here's how: 

 

  1. Sign in to your bank website and follow the instructions on how to download your transactions as a comma-separated value (CSV) file.
  2. Go to the Banking tab on the left side.
  3. Click the Link account drop-down and choose Upload from a file.
  4. Tap Browse and pick the data.

 

 

       5. In the QuickBooks account field, select the account you want to upload the transactions into and click Next.

       6. Review all the fields, then tap Next. 

       7. Click Let's go to complete the process.

 

After that, you can categorize and reconcile your accounts whenever you’re ready. For more details about the process, check out this page: Manually upload transactions. 

 

Additionally, to learn more about how to resolve bank's issues, you can browse these articles:

 

 

Lastly, could you please let me know your bank's name? This way, I can double-check our reports if there's an ongoing investigation and provide you the exact resolution.

 

Do let me know if you have any further questions about your bank @walker7. I'm here to answer them. Keep safe.

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