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Lisa Meyer
September 10, 2020
Question

Expenses not downloading from bank

  • September 10, 2020
  • 1 reply
  • 0 views

Hello Everyone, I'm knew to Quickbooks so might be doing something incorrectly.

I’ve integrated our bank account. It downloads my incoming transactions perfectly every time I click the update button.

The problem is I need it to do the same with our expenses and it’s not happening. It tells me to integrate the bank account but when I do it says it’s already integrated (which it is, for the incoming transactions).

Please let me know what I need to do to fix this. 

Thanks a million. :-)

1 reply

C
Catherine_B
September 10, 2020

I can help you fix unexpected behavior within the banking page, Lisa.

 

It's possible that your bank has restrictions on downloading expense transactions. You can log in to their website or contact them directly to verify. After you have checked on their page, you can go back to Quickbooks and click the Update button to refresh the changes.  

 

Aside from that, once your account is connected, QuickBooks automatically downloads the last 90 days of transactions. If these expense transactions are more than 90 days, you might want to manually import them to the system. 

 

To start, you can follow these steps:

 

  1. Log in to your bank's website and follow their instructions on how to download bank transactions.
  2. Save it in a file that we support such as Comma-Separated Values (CSV), QuickBooks Online (QBO), or Quicken (QFX).
  3. Then, save it on your desktop.
  4. Sign in to QuickBooks Online to start importing.
  5. Click the Transactions or Banking menu.
  6. At the upper-right, click the drop-down arrow beside Link account.
  7. Select Upload from file. 

For the detailed steps I provided above, you can check ou this reference: Manually upload transactions into QuickBooks Online.

 

If the transactions are now ready in your bank feeds, you can categorize them and then reconcile the account. 

 

I'm just around the corner if there's anything else that you need help with. Take care and have a great day!

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