How do I update my transactions after reconnecting bank

Hello, Louise. I know It's important to keep your bank financials accurate and up-to-date. 

If your banking isn't updating automatically, there are a few things you can do to ensure that your data is up to date. One option is to update your bank institution manually. This process involves logging in to your QuickBooks account, navigating to the Banking tab, and selecting the account you want to update. From there, you can click on the Update button to refresh your data and ensure that your transactions are up to date. 

Here's how:

1. Click Banking.
2. Choose the account.
3. Tap Update

It's important to note that manual updates may take a few minutes to complete, depending on the size of your account and the number of transactions that need to be updated. Some banks may require additional authentication before allowing QuickBooks to access your account information. If so, you will be prompted to complete these steps before updating your account. 
 

Manually updating your bank institution is an excellent option if you're experiencing any issues with automatic updates. It's a quick and easy way to ensure that your data is current and that you can access the most accurate information possible.

However, after manually updating your bank, the transactions are still missing. You can manually upload your transactions into QBO to ensure that everything is up-to-date. You'll need a CSV file containing the missing transactions. You can obtain this file from your bank's website or by contacting their customer support. Once you have the file, you can upload it into QBO. 
 

Please note that the CSV file should contain the following information for each transaction: date, description, amount, and account. The transaction may not be uploaded correctly if any of this information is missing. For more information, I've also attached an article you can use to import a CSV file manually from your bank into QuickBooks: Manually upload transactions into QuickBooks Online. 

Once your bank transactions have been downloaded or uploaded! It's essential to keep your books accurate and up-to-date. Categorising and matching your bank transactions is crucial in ensuring that your financial records are correct. Once you've completed this step, you can move on to the bank reconciliation process, which will help you identify any discrepancies between your records and your bank's records. This will give you a clear picture of your financial situation and help you make informed decisions about your business.

Let me know if you have any questions or concerns about banking transactions, and I'll be happy to assist you further. Have a great day, and stay safe!