My Bank Register is not uploading most transactions. How can I fix this?

Hi there, @jmmodica. I can see how important it is to keep your transaction organized. I’m here to share some information and help you get this sorted out.

Have you tried disconnecting and reconnecting the app in a private browser?

If not, I suggest doing that first. We need to find out if the error is caused by a browser problem or the connection needs to be reestablished. Use the following keyboard shortcuts to launch a private window:

Google Chrome: press Ctrl + Shift + N  
Mozilla Firefox: press Ctrl + Shift + P
Safari: press Command + Shift + N

Disconnect the application in a private window. Perform the steps below:

1. Go to the Banking menu.
2. Locate the PayPal Bank account and click the Edit (pencil) icon.
3. Press Edit Settings then Disconnect PayPal.
   

Once you're done, connect the account again. Refer to the steps found in this article on how to set up Paypal connection: Use the Connect to PayPal app.

After reconnecting the account, review the transactions if they were extracted successfully.

You can also try importing the transactions manually if you need to get them into QuickBooks as soon as possible. Map the transactions in the following supported file formats:

• Comma-Separated Values (CSV). Here's an article with : How to import bank transactions using Excel CSV files?
• Quicken (QFX)
• QuickBooks Online (QBO)
• Microsoft Money (OFX)

Once the bank file is ready, start the importing process using the steps below:

1. Go to the Banking menu from the left navigation panel.
2. Select File Upload from the Update drop-down menu or Upload transactions manually if there isn’t any bank connected to QBO.

To avoid duplicate transactions, let's exclude them to keep your account balances accurate.

Here's how:

1. Go to the For Review tab.
2. Check the box next to each transaction you want to exclude.
3. Select the Batch action drop-down menu, and then select Exclude selected.

Excluded transactions are then moved to the Excluded tab, and won’t be added to QuickBooks or be downloaded again.

You can check this link for the complete details: Exclude a bank transaction from your expenses in QuickBooks Online.

Let me also attach these resources that you can use for future reference. These links can walk you through the steps on how to fix opening balance issue and reconcile your accounts accurately.

In case you need further assistance about organizing your transactions in QBO, you can always tag me in your reply. I’ll be around ready to back you up. Have a good one!