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May 28, 2021
Question

Bank payment transaction not added

  • May 28, 2021
  • 1 reply
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1 reply

May 28, 2021

Let's perform some steps to see if this is just triggered by your bank, or in QuickBooks Online (QBO), accounts395.

 

 There are some possible reasons why the bank payment transactions are not downloaded in QBO . Among these are: 

  • There is a minor or major update in your bank information such as the bank account number.
  • Update on your bank’s website. If you can't find your FI, you can request support for your bank and request it be added.
  • Updates in your Online Banking Login credentials.
  • Bank outage and other scheduled maintenance.

 

Let's try checking on your bank websites if there's no problem on their end. Then, try manually downloading the bank transactions againi. For most banks, QuickBooks downloads the latest available transactions every night around 10 PM PT and some may take a little longer. Here's how: 

  1. Go to the Banking menu or Transactions menu.
  2. Go to the Banking tab.
  3. Select Update.

 

To learn more about this one, see the What to do if you get a bank error or can't download transactions in the QuickBooks Online article. 

 

If the same thing happens, we can manually import your bank transactions using.CSV a file. Just download transactions from your bank's website and upload them to QBO. Please follow the steps and details in the Manually upload transactions into QuickBooks Online article. Once done, please contact our Customer Support Team to investigate what's causing this issue. Here's how:

  1. Go to the Help menu at the upper right.
  2. Select Contact Us.
  3. Enter your concern.
  4. Click Let’s talk.
  5. Choose Start a chat. and type in your contact info.

 

Feel free to visit our Banking page for more insights about managing your bank feeds and reconciling accounts.

 

The Community will always have your back if you need anything else in QBO. Assistance is just one click away. Have a day.