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October 12, 2022
Question

No bank transactions have been downloaded since 9/30 but the balance is correct and there are no errors connecting to the bank. I don't want to continue manual download.

  • October 12, 2022
  • 1 reply
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1 reply

MJoy_D
October 12, 2022

I can help you get your latest transactions, @Leslie2557.

 

Can you tell us which bank has missing transactions? That'll help us check to see if there's an ongoing issue with it.

 

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

 

Here's how: 

 

  1. From the left menu, select the Banking menu or the Transactions menu, and choose Banking.
  2. Click on Update.

 

This updates your bank and credit card transactions. If you see a message about additional authentication, follow the onscreen instructions. For further details on how to fix missing transactions or error messages, check this article: What to do if bank transactions won’t download or there's a bank error

 

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

 

Stay in touch with me if there’s anything else you need while working on your bank transactions. Keep safe, and have a great rest of the day!