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J
johnstond
June 22, 2023
Question

My bank account balances are updating but the individual (and processed) transactions are not coming over? How do I fix this?

  • June 22, 2023
  • 3 replies
  • 0 views
Original commenter did not share additional details

3 replies

R
rvrfrf
June 22, 2023

Thanks for becoming part of the Community, johnstond.

 

If transactions won't download, there may be an issue on your bank's end. You can sign in to their website to check this.

 

Here's how:
 

  1. Go to Bookkeeping, Transactions, then Bank transactions.
  2. Click Link account.
  3. Search for the financial institution and choose it.
  4. Copy their listed URL.

    QuickBooks Online Banking Sign-in
     
  5. Sign in to your bank's site with the copied web address.

 

If you can sign in, check the following:
 

  • Review your account for any messages, notifications, or alerts.
  • Look for any display issues as you navigate their website. These can block QuickBooks from downloading new transactions.
  • Look for any announcements about new security requirements.

 

In the event everything looks good, try returning to your books and performing a manual update to the account again. If transactions still aren't downloading, next you'll want to try updating your bank information.

 

I've also included a detailed resource about working with Online Banking which may come in handy moving forward: What to do if you can’t find downloaded transactions

 

Please don't hesitate to send a reply if there's any additional questions. Have an awesome Thursday!

G
GoinGaming
June 23, 2023

I am also having this problem and nothing works to fix the issue. I've followed all of the articles. Please help!!

 

    M
    MirriamM
    June 23, 2023

    Hi there,

     

    Let me get the help you need with your banking concern.

    To start, can you verify the bank's name that's not downloading transactions in QuickBooks Online (QBO)? Any additional information will get us closer to the resolution and check if there's an open investigation about this.

     

    Looking forward to hearing from you.

    G
    Giffola
    June 24, 2023

    I had the same problem with transactions not downloading from KeyBank.  I chatted with customer service and they acknowledged a known issue (after telling them several people on here are reporting it) and they opened a ticket.  About an hour later my transactions started downloading.  Not sure if this was coincidence, but may be worth giving QB Chat a ping.

    W
    WL Marina
    July 18, 2024

    I’m having the same exact issue with Chase Bank. I’m on QB Desktop 2024. Please help!

    R
    RoseJillB
    July 18, 2024

    I have ways to help you get your latest bank transactions in QuickBooks Desktop (QBDT), Marina. Having this done will keep your accounts up to date.

     

    Do you see any error messages or notifications from your bank? I'd also suggest you log in to their website to see if there are ongoing maintenance issues that hinder the application from automatically downloading your entries. Once logged in, check for any updates, messages, or notifications. The message ought to outline any procedures you need to take if you must take any action. Moreover, here are some usual messages about:

     

    • New terms of service
    • Announcements about maintenance or other site changes
    • New offers

     

    If there are none and we are still unable to download your entries automatically, we can manually update this using the steps below:

     

    1. Go to the Banking menu.
    2. Select Bank Feeds, and then Bank Feeds Center.
    3. In the Bank Feeds window, click the Refresh button to manually update your bank transactions.

       

    Another way around this is to manually import these transactions to your bank feeds via Web Connect. Please refer to the steps outlined under Download using Web Connect in this article: Download bank feed transactions in QuickBooks Desktop.

     

    After that, you can visit these resources on categorizing your transactions and reconciling your account. Doing so will put your transactions in the correct category and avoid any discrepancies in your books:

     

     

    Keep me posted if you have additional questions about banking concerns in QuickBooks. I'm just a post away to help you. Take care!

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