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tkmotorcycles
July 13, 2019
Question

I have updated my bank balances for the last two weeks and the balance has updated but I haven't got any new transactions showing since 1st July - how can I fix this?

  • July 13, 2019
  • 1 reply
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1 reply

K
KhimG
July 13, 2019

Welcome to QuickBooks Community, @tkmotorcycles.

 

Let’s try some basic troubleshooting to get online banking download transactions from your financial institution.

 

Here’s how:
1.    From the left menu, select Banking.
2.    Under the Banking tab, choose the connected bank.
3.    Click Update on the upper-right of the screen.
 


 
See How to manually update an account to fix banking errors to learn more.

 

Once done, go to the For Review tab to start categorising transactions. Check out this article for reference: Assign, categorise, edit, and add your downloaded banking transactions.

 

Please let me know if you have any other questions or need more assistance. I’m always here to help. Take care!

T
tkmotorcyclesAuthor
July 19, 2019

Thanks for the reply, but this is how i always update my bank accounts, i understand how to update the accounts however quick books isn't bringing through the transactions, it is only showing the correct balance.

Rose-A
Rose-A
July 19, 2019

Hello, tkmotorcycles.

I'm here to help share some information concerning updating your bank transactions via QuickBooks Online bank feeds.

 

Which bank account are you trying to update? Did you encounter a specific error? This way I'll be able to check if there are related issues with your bank.

 

In the meantime, you can import your transactions from your bank’s website into QuickBooks using our WebConnect feature.

 

Step 1: Pick a date range:

 

To make sure you don’t import transactions you’ve already recorded, you’ll need to get the date for the oldest transaction in your account. This prevents duplicates.

 

  1. In QuickBooks, go to the Accounting menu.
  2. Select Chart of Accounts.
  3. Find the bank or card account you want to upload more transactions into. Then select View register.
  4. Scroll to the bottom of the list.
  5. Write down the date of the oldest transaction. In many cases, the oldest transaction is the opening balance.

Step 2: Download transactions from your bank:

 

  1. Sign in to your bank or card’s website.
  2. Follow your bank’s instructions for how to download transactions to your computer. Some banks call this WebConnect.
  3. Make sure the date range for the download is at least one day before your oldest transaction.
  4. Download your transactions. Save the file somewhere you can easily find it, like your desktop.

For other steps and detailed information, check out this recommended article: Manually upload transactions into QuickBooks Online.

 

You may find these articles helpful as well:

 

For account discussion, feel free to reach out to our QuickBooks Online Support.

 

  1. Go to: https://help.quickbooks.intuit.com/en_GB/contact.
  2. Choose your QuickBooks Product.
  3. Select your QuickBooks version.
  4. On the Contact Us page, click a topic.
  5. Click on the Get Phone Number button to see the support number.

Don't hesitate to get back to if you have additional questions about banking in QuickBooks. I'll be around to help.

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