Why are only some of my transactions are uploading from a checking account?

Hi there Noline,

It sounds like you're using the bank feeds feature to bring the transactions from your bank statement into QuickBooks Online. This feature makes the process of categorizing your transactions simple, and saves you time while reconciling. Let me explain what might be causing missing transactions in your bank feed.

First of all, if you have any Rules put in place to auto-categorize transactions, you might find that the transactions you're missing are in fact already categorized. Navigate to your Banking or Transactions tab, then to the Categorized tab to review categorized transactions. If there are some that have been incorrectly categorized, use the Undo button to move them back to the For review tab. Review, change, or delete existing rules by navigating to the Rules tab. Here's how to Setup bank rules to categorize online banking transactions in QuickBooks Online if you haven't but would like to.

Eliminating browser issues is another important step in troubleshooting missing transactions. Images and files are stored in your browser's Cache and Cookies and these can cause things to move slowly and you may even experience glitches. Please give the steps below a try.

• Clear your browser cache if you're using a browser

• Clear the app cache if you're using the QuickBooks Online app for Windows or Mac

• Try a browser if you're using the app

• Try a private browser window

• Try another browser type

• Make sure you're using a supported browser and system

• Reset your Internet or try on another computer or device

It's also possible that there's been an interruption in the connection between your financial institution and QuickBooks Online. If you're receiving an error message, there are a number of steps you can take to fix them. Below is a link to a comprehensive article that includes steps to fix specific banking errors as well as how to manually upload your transactions. This is a great workaround that allows you to get back to business by downloading your transactions as a .CSV file and importing them into QuickBooks. It's important to note that this may cause duplicate transactions, but not to worry! If this happens, simply select the duplicate transactions from the bank feed and click Exclude to remove them.

• What to do if you see a bank error or bank transactions won’t download

If you're still experiencing issues with your bank feed, a call to our experienced support team is the next step. They can collect some sensitive data from you in order to pull up your company file. An agent is also able to do a screen share with you in order to identify the issue that you're experiencing. Reach out to our support team at your nearest convenience by calling 1-855-253-1536 from Monday to Friday between the hours of 9 a.m. and 8 p.m. EST. 

I'm confident that you'll be back to business in no time! Enjoy your evening.