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penningmeester-e
November 20, 2021
Question

Bank transactions not downloading

  • November 20, 2021
  • 3 replies
  • 0 views
Update just 'spins' and then says 'we couldn't update your accounts right now. Please try again later.' Has been like that for 2 days and for 2 different banks, so I know it's not just a bank issue.

3 replies

Fiat Lux - ASIA
Fiat Lux - ASIA
November 21, 2021

Have you tried opening your QBO account on private/incognito browser?

R
rhunter33
November 21, 2021

same issue. i tried the incognito suggestion, did not work

E
EHermans
November 21, 2021

I tried the incognito method as well and also didn't work. I chatted with someone in Support who said I was the 8th person to contact him with the same issue. He said he would link my user ID to the issue, but so far haven't heard anything or seen anything that even says there is an issue and it's being worked on. It's not a bank issue, as I'm involved in 2 companies with different banks and both have the issue. This is day 3 of not being able to download transactions. 

T
Trish_T
November 22, 2021

Hi penningmeester-e,

 

Thank you for reaching out to Community for support and assistance with your bank transactions.  Our QuickBooks Online Development Team have resolved the connection issue affecting access to several Financial Institutions over the weekend and earlier today.  I suggest clearing cache on your browser and login to your QuickBooks Online account to ensure you're able to update your transactions at this time.  I'd be happy to guide you through uploading them manually, should you encounter any issues moving forward.

 

To avoid uploading duplicate transactions, I recommend reviewing the account history and make note of the date of the last transaction in the account.  You'll then login to your bank's website and follow the instructions to download the file in csv format, based on the date you've noted.  Open and review the spreadsheet to ensure it's in the correct format prior to uploading it into QuickBooks Online.

 

Follow these steps to upload your transactions:

 

1. In QuickBooks Online, go to the Banking or Transactions menu. Then select the Banking tab

2. Click the blue tile for the account you want to upload the transactions into

3. Select the ▼ dropdown beside Link account and Upload from file

4. Hit Browse and then select the csv file you downloaded from your bank

5. From the Account ▼ dropdown, choose the account to upload the transactions into

6. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks and hit Next

7. Select the transactions to import and continue

8. When you're ready, hit Let's go.

 

Here's an article for manually uploading transactions into QuickBooks Online for your reference.

 

Here's how to delete any duplicate entries:

 

1. From the left menu, click on Banking or Transactions

2. In the For Review tab, select the duplicate transactions 

3. Click on Exclude

4. When complete, click on the Excluded tab, select al entries

5. Hit Delete

 

Please feel free to ask any other questions.  We'd be glad to help!

 

 

 

 

 

 

 

 

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