Why isn't pfcu connecting?

Thanks for joining this discussion and letting us know about this, @ashley-tobin,

I just need a few questions about this problem, so I can look into it, and provide the most accurate information to resolve it. May I know if you're referring to Philadelphia Federal Credit Union? Any information you can share will greatly help.

If this is a banking issue, there are 2 ways to get your bank transactions in QuickBooks Online if they are not downloaded automatically. First, use the Update button to sync bank transactions into the system automatically.

The second option is uploading them manually using a CSV file. The following steps will guide you through the process:

1. Still from the Banking menu, click the Link Account drop-down.
2. Click on Upload from file from the options.
   
3. Press Browse and choose the file you want to upload.
   
4. Choose an account from the list, then Next.
5. Follow the on-screen instructions to map the fields.
6. Select the transactions to import.
7. Click Yes then Let’s go.

If you decide to import the transactions manually, the bank might re-download the transactions that were not fetched before. To avoid any duplicates, exclude them in the For Review tab. Here's how:

1. Go to the For Review tab.
2. Mark the box next to each transaction you want to exclude.
3. Select Exclude from the pop-up at the top.
   

Excluded transactions are then moved to the Excluded tab, and won’t be added to QuickBooks or be downloaded again. To permanently delete duplicate entries, put a check mark on them, then hit Delete.

To learn more about mapping and uploading bank entries, see the following article:

• How to import bank transactions using Excel CSV files?
• Manually upload transactions into QuickBooks Online

I'll be waiting for your response on this and I'm here if you need further help with QuickBooks. Have a great rest of the day!