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L
Liksufalcon
November 23, 2023
Question

My bank transactions are not downloading to my actual bank account. Why is this?

  • November 23, 2023
  • 1 reply
  • 0 views

I seem to have done everything right on my quickbooks but when I go to download transactions and it asks me which account I want to download to, my bank account isn't there and the only choice I have is the AddNew.  This of course results in it downloading to a new named bank account and then I have to transfer all transactions to my proper bank account.  Why?

    1 reply

    J
    JamesM4
    November 23, 2023

    Hello Liksufalcon, 

     

    Thanks for joining us in the Community. It's important you're able to get the help you need so you can manage your banking with ease in QuickBooks. Rest assured, I'll be glad to share more info and help steer you in the right direction. 

     

    Based on what you've described, I gather the bank isn't connected to your QuickBooks account, is this correct? If so, I suggest adding the bank again using the steps provided in this helpful article here. Knowing the reason why the bank isn't showing would require contacting our support team outside of the Community for further investigation.  

     

    In case you may be experiencing browser-related issues with the bank still connected, I recommend clearing cache and cookies on your browser as that may be causing display/functionality issues. Here's an article that shows you how to: Clear Cache and Cookies. In case you need to manually add missing bank transactions, I recommend checking out this article here. 

     

    Give this a try and let me know what happens. I'll be here in case you have other questions. 

    L
    LiksufalconAuthor
    November 24, 2023

    Thank you for your reply but it is still an issue.  I have correctly connected to the bank and varified that with the bank in question.  To be sure I am using Quickbooks Destop Pro 2021.  I have soent several minutes today chatting with Quickbooks Customer Service and they checked and advised me that there was nothing they could do. When I asked to be escalated I was told someone would call me back.  The same person did call me back with the following intructions.

    Go to: File; Utilities; Import; Web Connect files.  Look for the file with .qbo and import it.  Following this I get the same screen that asks me what account I want to import the transactions to.  Back to square one.  The only choice is to "Add New"  If I try to add my baank account as listed in my chart of accounts it tells me that that account is already exists and to try something new.

      T
      Trish_T
      November 24, 2023

      Hi Liksufalcon,

       

      In addition to the valuable information provided above, it's important that your QuickBooks product is updated to the latest release.  I also suggest running the QuickBooks Tool Hub.  If the issue persists, please don't hesitate to contact us.  A member of our Customer Care team will be happy to work with you in real time, review the situation, and escalate it for further investigation if required.

       

      Feel free to reach back out if you have other questions.  We would be glad to help!

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