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mohavehitch-gmai
March 11, 2025
Question

It's bad enough that qbo won't link to my bank account (Foothills Bank/Glacier Bank), but now, as of 2/1/25, qbo has stopped importing my bank's downloaded qbo files.

  • March 11, 2025
  • 1 reply
  • 0 views
Been working fine for over a year. Now, no transactions are imported and/or shown for matching. I've tried qbo, ofx & csv; all fail to import, yet webapp screen indicated import complete. I opened qbo file with text editor and full of data. Any ideas? Thanks.

    1 reply

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    LouiseG12
    March 11, 2025

    Having precise and up-to-date data offer a clear view of financial standing, which aids in the efficient reconciliation of bank statements. I appreciate your efforts in trying various files to import transactions into QuickBooks Online (QBO), mohavehitch. I'm here to support you and will provide an alternative approach to address the issue.

     

    If the downloads are slow or appear to be delayed, the issue could be on your bank's end. To investigate further, please log in to your bank's official website and verify if there are any service disruptions or maintenance updates that could be affecting the download process.

     

    Here's how:
     

    1. Visit your bank's website and log in to your account.
    2. Review your account for messages, notifications, or alerts.
    3. Look for any display issues as you navigate the website. These can block QuickBooks from downloading new transactions.
    4. Check your bank’s website for any announcements about new security requirements.

     

    If everything on the website appears normal, return to QuickBooks:
     

    1. Navigate to Transactions, then to Bank Transactions.
    2. Click on Update to proceed.

     

     

    For more in-depth information, you can refer to the article: Bank errors and missing transactions in QuickBooks Online.

     

    For future reference, this material serves as a guide to help you reconcile your accounts, ensuring accurate financial records and preventing discrepancies: Reconcile an account in QuickBooks Online.

     

    Maintaining concise financial records is vital for the stability of your business. Feel free to leave a comment below if you have any follow-up questions about importing bank transactions. I am here to provide ongoing support and guidance.

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    mohavehitch-gmaiAuthor
    March 11, 2025

    Thanks, but what would be really awesome is if you read my specific question/problem and provided a solution to that. Because this unrelated boilerplate response misses the mark very badly. 

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    Ethel_A12
    March 12, 2025

    I know how convenient it is to link bank accounts and have them automatically import transactions as it can save much time. Your effort in trying all file types to import bank transactions is much appreciated. Since you're still unable to import transactions, I recommend contacting our live support team. They have the tool to further check the underlying reason for this issue for you.

     

    To route you to the correct department, follow the steps below:

     

    1. Navigate to the Assistant at the top of the page.
    2. Click the Help (?) icon.
    3. Search for the question or topic you need help with.

     

    You can reach them anytime if you are using the QuickBooks Advanced plan. They are also available from Monday to Friday, 6 AM to 6 PM PT, and Saturday, 6 AM to 3 PM PT for QuickBooks Solopreneur, Simple Start, Essentials, and Plus.

     

     

    Once they're in QuickBooks, it's time to match and categorize them. They will go into your accounts after you review them.

     

    You can leave a comment below to keep me informed about your progress or if you have further inquiries about importing bank transactions, as I am here to help.

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