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March 21, 2025
Question

Recently loaded opened a new bank account and new quickbooks under a newly registered business. I've connected my bank but no trans actions are loading from an Absa acc.

  • March 21, 2025
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    1 reply

    March 21, 2025

    Connecting your bank to online banking in QuickBooks automatically downloads the last 90 days of transactions, Devon. Let's work together and fix your banking issue.

     

    Let's manually update your bank to trigger the connection by following the steps below:

     

    1. Navigate the Transactions tab.
    2. Select Bank transactions.
    3. Click Update.

    If the transactions you're looking for are older than 90 days, we can bring those missing data by downloading them in a CSV file format from your bank and then performing a manual upload to ensure they appear in your bank register.

     

    Once bank transactions are in, categorise and match them to ensure they are accounted for properly.

     

    Additionally, it is crucial to reconcile the account so they always match your bank and credit card statements.

     

    Let me know if you have further questions about handling missing transactions and other related issues, Devon. I'll be here to assist.