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belleg
March 2, 2022
Question

March 2022 Transactions

  • March 2, 2022
  • 1 reply
  • 0 views

My bank feed won't show this months transactions. I have deleted bank feed and re-uploaded and it still only goes to 28/2/2022. Any advice? Thanks

1 reply

I
IntuitSheila
March 2, 2022

Welcome to the Community, belleg!

 

When you first time connect your bank account in QuickBooks Online depending on your bank, some banks allow to download the bank feeds up to 90 days. You'll have to make sure you've selected the date range of the bank transactions you wanted to import in QuickBooks Online. 

 

If the issue remains, let's try doing a manual update and edit sign in information. Here's how:

 

  1. Click on the Banking/Transactions tab.
  2. Click on the bank account, and click on Update button.

 

If this months transactions does not show up, perform an edit sign in info. Here's how:

 

  1. Click on the Banking/Transactions tab.
  2. Click on the bank account, and click the Pencil icon.
  3. Click on Edit sign in information.
  4. Enter your bank's log in information.
  5. Follow the prompts, and click on Update.

 

Then, check if new bank feeds is downloaded. In the meantime, you can also manually enter the transactions or import them using a CSV file upload. You can check this link to learn more about Manually upload your bank transactions.

 

Feel free to reply to this thread if you need more  help with your bank connection. I'll be around to help you.

 

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bellegAuthor
March 2, 2022

Thanks for your reply.  I am in QBs Self Employed Not QBs Online.  

A
Archie_B
March 2, 2022

Thank you for clarifying that information, belleg.

 

Let me help and make sure you'll be able to update your bank in QuickBooks Self-Employed.

 

But before we start, may I know what's the name of your bank?

 

This normally happens if your bank is going through maintenance on their website. You can refresh the bank connection using your browser to restore and trigger updates to your bank transactions. Let me show you how to do it.

 

Here's how:

 

  1. Go to Gear icon.
  2. Choose Bank Account.
  3. Click the ⟳ Refresh all button. 

 

If it isn't working, you can consider manually adding older transactions to QuickBooks Self-Employed.

 

Once you're able to import bank transactions, you can start categorizing and matching online bank transactions in QuickBooks.

 

Feel free to leave a comment below for any follow-up questions. I'll be here to help. Have a nice day!

 

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