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April 25, 2021
Question

Quickbooks is having trouble connecting to my bank and can't upload recent transactions. But it won't give me a reason why or tell me how to fix it. Any suggestions?

  • April 25, 2021
  • 1 reply
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1 reply

Jen_D
April 25, 2021

Thanks for posting here about this banking problem in QBSE, @vicebeautypdx,

 

I want to help you reconnect your online banking account to ensure your feeds are up-to-date. May I know what financial institution are you using for online banking? I need this information to check with our engineers any reported issues related to your bank.

 

There are a few reasons why there are unexpected bank issues in QuickBooks Online. Consider the following:

 

  • The bank recently made some changes with their security feature or connection.
  • Log in credentials set up in QBSE doesn't match with the online banking log in.
  • QuickBooks is unable to connect to your bank's website.

 

If the account is already connected,  you can use the Refresh All button to retrieve missing entries. This will help fetch the transactions that were not imported, hence, causing the bank balance to be incorrect. See this:

 

In the meantime, if you need to import the transactions into your QBSE account, you can bring it in manually. Here's how:

 

The process is simple and easy, refer to the steps below:

 

  1. Click the Gear icon and choose Imports.
  2. For connected accounts, click the Import older transactions link . For accounts that are not yet connected for online banking, tap the import transactions link at the bottom.
  3. Press Browse to find the CSV file of the bank entries.
  4. After this, all the transactions will be listed at the bottom. Make sure to map the data correctly.
  5. Press Continue then Done.

 

If this is a recurring issue in your account, I would recommend getting in touch with our Support Team. This way the problem gets reported to our engineers. 

 

To contact our agents, follow the steps below in your QBSE account:

 

  1. Go to the ? Help menu and choose Contact us button.
  2. In the Ask a question (or tell us what's wrong), describe the problem you're having.
  3. Hit Continue then choose your contact options in the Choose a way to connect with us section.

 

You can also get our contact details here: Contact QuickBooks Self-Employed Support.

 

Kindly post here some updates about the bank connection problem. Tag me for other concerns in QuickBooks Self-Employed, so I can help you further. Have a good one!