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April 17, 2021
Question

How do I get the bank transactions to auto-import? Mine has stopped and the bank balance doesn't match quickbooks transactions. How to turn it on again to auto-import?

  • April 17, 2021
  • 1 reply
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1 reply

MarsStephanieL
April 17, 2021

Hi there, @heatherkitenyr.

 

I'm here to show you some steps to refresh the bank feeds in QuickBooks Online.

 

You can click the Update button on the Banking page to get the latest transactions from your bank. This is how it looks like:

 

 

If you're not getting new transactions from your bank, I'd like to know if you've encountered any error messages after clicking the Update button. You may share it in the comment section if there's one.

 

However, if there's none, you may consider updating the sign in info if you have made any changes to your bank's website. This is done to fix the connection of your bank to QuickBooks.

 

I've added a screenshot for your reference:

 

 

You can use the web connect format if your bank feeds didn't update after performing the steps above. I've added an article about the process: Manually upload transactions into QuickBooks Online. This also contains another sub-article such as fixing error messages when uploading the transactions and categorizing the transactions.

 

Please don't hesitate to let me know if you need further assistance with fixing the bank feeds. I'll be around to assist you. Take care.