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K
katyushkina-iclo
April 14, 2024
Question

Td bank account transactions did not show up in quickbooks. account connected and shows 0. Does anyone know how to fix it

  • April 14, 2024
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

I
Irene R
April 14, 2024

Welcome to the Community, Katyushkina.

 

I understand the importance of your TD Bank account to associate with your QuickBooks Self-Employed account.

 

When you connect your bank account to QBSE, ensure that the Uniform Resource Locator (URL) matches the bank's page. To do this, open the bank page in a separate browser window. I also recommend checking your bank's website to see if it's undergoing maintenance. Contacting your bank regarding your transactions not showing up in your QBSE account also helps resolve this matter. If you're still having trouble, try opening your QBSE account in an incognito or private web browser.

 

Furthermore, if you've encountered a specific error upon connecting your bank with QBSE, return to us and give us information so we can address this matter and find an adequate solution. 

 

Moreover, when your transactions are ready, organize them by following the guidelines in this article: Categorize transactions in QuickBooks Self-Employed.

 

Let me know if you need further assistance connecting your bank account in QBSE. Kindly leave a comment below, and I'll address them promptly. Be safe!

K
katyushkina-icloAuthor
April 16, 2024

Dear Irene,

Thank you for your reply. I added transactions using csv files as TD Bank does not support the export of transactions older than 90 days.

Best regards

G
GebelAlainaM
April 16, 2024

You're welcome, katyushkina.
 

We're glad to provide information that will help you fix your concern. Please know that assisting and providing resolution for our valued customers is our top priority.
 

Also, we appreciate you getting in touch with you bank and being aware of their limitation when exporting transactions.
 

If you have any questions about managing your bank transactions in your QuickBooks, you can always drop by and post your concerns. We'll make sure to address that as soon as we can.

I added this article to your reference when checking the latest updates about the product: The QuickBooks Blog.
 

Take care and have a good one! 

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