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bamckin
February 17, 2023
Question

I am getting direct deposits but they are not posting on my bank account

  • February 17, 2023
  • 1 reply
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1 reply

A
anfas74
February 17, 2023

Two ways to fix this. you can rerun the bank statement upload via refresh (bank transactions - Update) if you are updating the statement on-line. If you are managing manual statement upload, you need to delete the statement and reupload the CSV file. pls ensure you are not started the bank reconciliation before deleting the statement.  

L
LeizylM
February 17, 2023

Good day, bamckin. 

 

I'll help check why your direct deposit is not posting on your bank account in QuickBooks Online (QBO).

 

Some may take a little longer. In your case, downloads may seem stuck. I recommend updating your bank manually in the system to refresh its connection. To do that:

 

  1. Go to the Banking menu or Transactions menu.
  2. Go to the Banking tab.
  3. Click on the bank account that you're working with.
  4. Select Update.

 

This updates all your connected bank and credit card accounts. The number of transactions in each account tile will increase if QuickBooks downloads new transactions.

 

Once you're able to download those transactions, you can start to categorize and match bank transactions in your QuickBooks Online account.

 

You can check out this article if you'll want to manually import bank transactions in QuickBooks Online: 

 

 

 Let me know if you have other concerns or questions while working with bank transactions in QuickBooks. I'm always around to help.

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