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Banking
I appreciate your time to bring this concern to our attention, andyrosie.
Once the transactions have been processed by the bank, these are sent to QuickBooks the following weeknight. The transactions are sent nightly, from Monday to Friday. To help us resolve the problem, we can perform a manual refresh on your bank account. Here’s what you’ll need to do. You can manually update your bank account to help refresh your bank connection. Here's how:
- Go to Banking at the left menu. This will open the Bank and Cards page.
- Select the account.
- Click Update.
When downloading transactions, take note of the following guideline:
- Some banks and credit card companies don't post transactions for download until later in the day or the next morning.
- Some banks will show a transaction on their website but won't download the transaction until it posts.
- If the missing transactions are the most recent ones, wait at least 24 hours in case your bank doesn't make them available immediately.
Also, to learn more about recording your bank transactions in QuickBooks, you can read through these articles:
Feel free to visit us here in the Community if you have other questions. I'm always here to help.