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March 25, 2021
Question

I need to talk with a human. Call me xxx-xxx-xxxx . Every year I go thru this not being able to download Banking transactions to QBs. It has been very frustrating!

  • March 25, 2021
  • 1 reply
  • 0 views
Please call me to give me direction. I need to get my tax info into my bookkeeper and cant until you contact me. xxx-xxx-xxxx

1 reply

MarsStephanieL
March 25, 2021

Hello, @theflowerlady03.

 

The Community is a public forum and we have limited access to our customers' accounts for verification purposes. Since it's been a year that you're not able to download the transactions on the Banking page, I'd recommend contacting our QuickBooks Online Care Team to help you with this issue.

 

Also, I'd like to know if you've encountered any error messages so that I can look up a specific resolution available. And if you wanted to categorize the transactions now, you can download the bank transactions from the bank's website. Then, upload it manually using .CSV file format on the Banking page. This is how it looks like:

 

 

You can check out this article to know more about the process: Manually upload transactions into QuickBooks Online

 

Here's a relevant article about some of the error messages and its fix in case you need it: Fix bank upload errors in QuickBooks Online

 

I'll be here if you have follow-up questions about bank feeds. Let me know in the comment section if you need further assistance. Take care.