Have you hit a snag with your bank feed in QuickBooks Online? We’re here to help. There are two ways to import your bank transactions to QuickBooks Online: file upload or bank feeds. However, this article will specifically touch on troubleshooting bank feeds, or online banking. To learn more about manually uploading your transactions, check out this article.
Step 1: Start a manual download
For most banks, QuickBooks downloads the latest available transactions every night around 10 PM PT. Some may take a little longer. If downloads seem stuck, or you want the latest available transactions, do a manual download:
- Go to Bookkeeping, select Transactions, then Bank transactions (Take me there), or go to Bank transactions (Take me there).
- Select Update.
This updates all your connected bank and credit card accounts. The number of transactions in each account tile will increase if QuickBooks downloads new transactions.
Step 2: Check your bank or credit card's website
If downloads seem slow or stuck, the issue may be on the bank’s end. After signing into your banks website, follow these steps:
- Check your account for messages, notifications, or alerts.
- Look for any display issues as you navigate the website. These can block QuickBooks from downloading new transactions.
- Check your bank’s website for any announcements about new security requirements.
If everything looks good, go back to QuickBooks:
- Go to Bookkeeping, select Transactions, then select Bank transactions (Take me there), or go to Bank transactions (Take me there).
- Select Update.
Step 3: Update your bank info in QuickBooks
Did you recently update anything on your bank’s website, like your account number, username, or password? If so, update that info in QuickBooks as well:
- Go to Bookkeeping, select Transactions, then select Bank transactions (Take me there), or go to Bank transactions (Take me there).
- Select the tile for the bank account. Then select the Edit ✎ icon.
- Select Edit sign-in info.
- Update your info as needed.
For more in depth steps, and for links to specific error codes check out this article (scroll to Step 4). Also, take a look at some awesome additional articles I was able to track down.
