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Buy nowHello, my transactions were uploading fine from my bank to QB until March 1st. Even after manually hitting the update button they are not displaying. There is no error code so am not sure what is happening. I followed instructions to reconnect with my bank and now have duplicate accounts ( I believe my bank changed names but still the same institution.) The new account shows the transactions from March 1. Not sure what to do!
Hello!
If there's no error code/message displayed in product, and the transactions are not being imported from the bank, please contact support for farther troubleshooting!
I appreciate you for laying out the details of your concern. Jo. Let me share information to help you manage online bank transactions, so you can get back to business seamlessly.
Beforehand, may I know what banking institution is connected to your QuickBooks Online account? Any additional information would help us check any similar cases and verify if there's an issue with the bank. Please know that disconnecting and reconnecting bank accounts in QuickBooks should be considered as a last resort when troubleshooting this situation, which results in duplicates of your downloaded entries.
Since you can't find the entries, I recommend checking out these areas on the Banking page:
I'm including this reference for more detailed insights: What to do if you can’t find downloaded transactions in QuickBooks Online.
Moreover, for duplicate transactions, you can either delete or exclude the transaction to avoid any reconciliation issues in the future. Excluding them won't allow transactions to show up again in your bank feeds. Please refer to this guide for the detailed step-by-step process: Exclude a bank transaction you downloaded into QuickBooks Online.
If the issue persists, as a workaround, you can manually upload your entries into QuickBooks Online (QBO) to ensure that they are recorded properly. This method provides a viable solution to maintain the accuracy and completeness of your financial records in QBO, despite any technical or connectivity problems.
Once everything comes in handy in the future, you can start categorizing and reconciling your accounts to make sure they always match your bank and credit card statements.
I'll always be around in this thread if there's anything else you need further assistance with when managing bank transactions in your account. Just reply to this post, and I'll make sure to get you covered. Keep safe!
Test
My transactions under “categorized” are not loading when I try to click “next page” it will still display page one’s transactions even though I’m on page two.
This has been a problem for weeks and it seems nothing has been done to fix it!!
Let me point you in the right direction for an immediate assistance in QuickBooks Online, Teraloom.
Since you've encountered this issue for weeks, I suggest contacting our QuickBooks Online Support Team. They possess the tools to investigate the cause and will promptly submit a ticket to our engineering team to ensure they are alerted about the issue when necessary.
You can reach them through these steps:
Furthermore, we've included this series of articles to assist you in understanding how to reconcile an account, resolve reconciliation issues, and maintain data accuracy within the software.
I'm just a message away if you need further assistance handling your banking transaction within QuickBooks Online (QBO). Keep safe.
QBO is total BS. There is no help unless I pay for it. Which if it were me causing the issues might be justified. I have used Quickbooks for 8 years now. The Desktop version was bad, but you could figure out work arounds. Then I'm forced to upgrade, spend 4x the money and its half as good. It's time for a class action lawsuit. Have you seen your Trust Pilot scores?! 1.2 stars. You've rolled out something that is not even beta, it's zeta. There are 23 transactions in my parent account. No messages about a bank feed down. It will not sort, it will not find anything in a custom time frame and we have hundreds per month. I currently have 23 transactions in total. I update the bank feed, I research the FAQ and community. I DO THIS S**T EVERY DAY BECAUSE THIS DOESN"T WORK. Menus change. It won't load in the morning. I click COPY ME on the email and NEVER GET an email copied to me. I never know if my customers get my estimates unless I download it to pdf and send it myself. I don't have time to run a business and make this piece of crap work.
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