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October 25, 2021
Question

The accounts are no longer pulling from my bank - the main checking is ok, but not my money market accounts. They are listed under "your linked accounts".

  • October 25, 2021
  • 1 reply
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1 reply

October 25, 2021

Hi there, jcandage.

 

Thank you for taking the time to reach out to the Community. I'm here to help you with bringing your bank transaction into QuickBooks Online.

 

To clarify, may I know the name of your financial institution? Knowing this would allow me to gather enough resources and check any open investigations concerning your bank. In the meantime, we can take some troubleshooting steps to put those transactions back online. I'll show you how.

 

Step 1: Start a manual download:

 

  1. Go to the Banking menu or Transactions menu.
  2. Select Banking tab.
  3. Locate the bank account affected.
  4. Click the Update button.

 

If it's still the same, let's proceed to Step 2: Check your bank or credit card's website.

 

Here's how:

 

  1. Go to the Banking menu or Transactions menu.
  2. Select Link accountNote: You won’t add an account, you just need the listed URL.
  3. Search for your bank and click it.
  4. You can copy the URL listed for your bank.
  5. Open a new browser or window, then sign in to your bank or credit card's website using the copied URL.

 

If you're unable to sign in, you can check for the following:

 

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

 

If everything looks good, you can go back to QuickBooks. Then, you can repeat step 1.

 

I've included this article that outlines the step provided above: What to do if you get a bank error or can't download transactions in QuickBooks Online.

 

Alternatively, you can also manually upload your bank transactions. More information can be found in this resource: Manually upload transactions into QuickBooks Online.

 

You can review your bank transactions once they've appeared on the Banking page and make sure they're in the correct account. Use this link as a reference: Categorize and match online bank transactions in QuickBooks Online.

 

Don't hesitate to add any details below if you need further assistance with bank feeds. I'm always here to help. Keep safe!