Question

Bank is updating balance but not showing transactions to process. I've tried updating many times.

Forum|Forum|2 years ago
November 15, 2023
2 replies
0 views

Since Nov 9th my bank account balances are being updated but no transactions are coming over.

I had three calls from support. Two were disconnected (one after a half hour) and they did not call back. Third call (over an hour long) resulted in finding out the there is an issue on Intuits end that they are working on resolving and I will get an email when it is resolved.

I have tried numerous updates, did so with QBO support on-screen and also show all the transactions that are missing. Having accounting software that I cannot rely on is not a good way to run my business.

Is anyone else currently (I saw a post from a few years ago) experiencing this?

QuickBooks Online

M

MirriamM

Hi there, RentalMan40.

Thanks for reaching out and letting us know about your experience with the online banking feature in QuickBooks Online (QBO).

I want to ensure this gets resolved. But before doing so, I'd like to verify the name of the bank account that shows missing transactions. And did you get an error message? Any additional information will get us closer to the resolution and check if there's an open investigation about this.

We're looking forward to hearing from you. Have a great day!

R

RentalMan40Author

All three bank accounts are not getting transaction updates.

1000 Checking Account

1001 Savings

1002 C/C Merchant Account

There are no error messages. Account Balances are correct but the transactions are missing.

R

rvrfrf

Thanks for following up with the Community, RentalMan40.

If you can't find transactions you've already downloaded, or don't see new ones, I'd recommend checking around different areas of your accounts to locate them. Initially, you'll want to try getting the latest transactions.

Here's how:

In your left navigation bar, go to Transactions, then Bank transactions.
Select Update. When it finishes, check the Banking menu again for your missing records. They'll likely be on the For review screen.

If your download seems stuck, refer to the steps in our What to do if you get a bank error or can't download transactions article.

In the event you still don't see your missing transactions, you can try checking around the Banking menu to see if it's stuck somewhere:

Go to Transactions, then Bank transactions.
Click an account's tile for your account you downloaded the transactions into.
Check your For review, Categorized, and Excluded tabs to see if they're visible on any of those screens.

If you're looking for an older transaction, review the account's history:

Use your Gear icon, then go to Chart of accounts.
Find the account and click its View register option.
Search for your transactions. You can click on records to see more of their details.