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mindy725
March 12, 2022
Question

Why aren't all transactions downloading from my bank accounts?

  • March 12, 2022
  • 2 replies
  • 0 views
Three of my four bank accounts updated correctly. The fourth, a credit card account, did not download all transactions. It downloaded some since the last time I updated, but not all.

    2 replies

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    Mark_R
    March 12, 2022

    Let's get your bank transactions to show so you can get back to business, @mindy725.

     

    Before we start, may I know what bank is connected to your QuickBooks Online (QBO) account? Any additional information would help us verify if there's an issue with the bank.

     

    In the meantime, let's manually update your bank account to download the missing transactions. This will help refresh the connection between your bank and QuickBooks. Here's how:

     

    1. Click Banking/Transactions from the left menu.
    2. Select the bank account with missing transactions.
    3. From the top-right of the page, click the Update button.

     

    Once done, check your missing transactions from the For review tab. If they're still aren't showing, check out this article for other troubleshooting steps: What to do if you can’t find downloaded transactions in QuickBooks Online.

     

    If you have successfully downloaded all your bank transactions, you may want to categorize and match them. This will help make sure your transactions are in the correct accounts when adding them to QuickBooks.

     

    Should you need any additional assistance while managing your bank transactions, you can leave a comment below. I'll be sure to get back to you, @mindy725.

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    mindy725Author
    March 13, 2022

    @Mark_R, Thanks for the info. I bank with Navy Federal Credit Union and have not had problems in several years of using QBO. For some reason, on this particular update, 3 transactions on the same date did not download from NFCU even though everything else did. I identified the missing transactions and manually added them to the bank register in QBO. Everything is reconciled, and all is well. Hope it doesn't happen again. 

    P
    Pete_Mc
    March 13, 2022

    "...and manually added them to the bank register..."

     

    Remember that the Bank Feed is designed to match entries YOU have added to the Register.  It is to confirm that the transactions you have authorized is really what the bank has done.  The Bank Feed is not designed to be an transaction entry tool. 

     

    As you've found out, it often works fine, but will often miss transactions.  Whether it be on the bank's end or QB's, transactions can often be missed in the sync that are really there.

    P
    Pete_Mc
    March 12, 2022

    Is it possible they are in a different section of the Bank Feed Window?  I believe QBO is similar to QBD where the items can be in different sections.  Desktop has:

    Recognized

    Partially-Recognized

    Unrecognized

    Added to Register

     

    So see if there are any other items that have not been matched.  Credit Cards often have a lot of Unrecognized entries if you don't add then in before your sync.  Or, often they'll come through with different names and don't match up automatically.

     

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