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November 22, 2021
Question

Is anyone else having trouble with updating transactions? My account balances seem correct but I can’t get transactions for the past 3 days.

  • November 22, 2021
  • 2 replies
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2 replies

MJoy_D
November 22, 2021

I can help you get your latest transactions, @tapp358709.

 

You can perform a manual update to get the latest available transactions from your online banking account. 

 

Here's how: 

 

  1. Go to the Banking menu from the left panel and click the Banking tab. 
  2. Select the bank account that you're having trouble with. 
  3. Click on the Update button.

 

This updates your bank and credit card transactions. If you see a message about additional authentication, follow the onscreen instructions. 

 

In case the manual update doesn't work, I suggest reaching out to our Customer Support team. They'll be able to verify the problem and assist you in resolving it.

 

You can reach our Customer Support for QuickBooks Online (QBO) by going to the Help icon at the top right of the account.

 

Follow the steps below: 

 

  1. Go to the Help icon to connect to a live support agent. 
  2. Click on the Contact Us button and provide some details about this concern.
  3. Provide us with some information about your concern in the What can we help you with? box and click on Continue.
  4. You'll now be provided options on how to connect to our Customer Support.

 

You can check this article for more information about the different types of support we offer and their availability: QuickBooks Online Support.

 

In the meantime, you can add your missing transactions through the WebConnect process. You’ll have to manually download the transactions from the bank. Then, upload the file to your account. Check this article for detailed guidance: Manually upload transactions into QuickBooks Online

 

After pulling up new transactions you can now categorize and match online bank transactions in your QuickBooks Online (QBO) account. 

 

I'm always here if you need further guidance in refreshing your bank connections. I'm always here to assist. Have a great rest of the day!

Fiat Lux - ASIA
November 23, 2021

@tapp358709 

Open your QBO account on private/incognito browser.