Heide DC
QuickBooks Team

Account management

Thanks for checking this issue, carlossaunders1. Let me provide you with updates about downloading transactions in QuickBooks Online (QBO).

 

As per checking, I've seen an ongoing investigation about downloading transactions from your bank into QuickBooks. With this, I recommend contacting our technical support so they can add you to the list of affected users. Once added, you'll receive an update via email.

 

Here's how to contact them:

 

  1. Log in to your QBO company.
  2. Click Help.
  3. Select Contact Us and choose a way to connect with us:
  • Start a chat with a support expert.
  • Get a callback from the next available expert.

 

Our support hours for Plus, Essentials, and Simple Start are Monday - Friday, 6 AM to 6 PM PT, and Saturday, 6 AM to 3 PM PT Advanced, any time, any day.

 

Also, you can refer to this article to learn how to reconcile your accounts so they always match your bank and credit card statements: Reconcile an account in QuickBooks Online.

 

In addition, you can check this article to know how to get started with Memorized Reports: Memorize reports in QuickBooks Online.

 

I'll be around in the comment section if you have other questions about downloading banking transactions or other QuickBooks-related concerns. We're always here to help.