MaryLurleenM
Moderator

Banking

Let's try to manually download your bank transactions, harriet5.

  1. Go to the Banking menu or Transactions menu.
  2. Go to the Banking tab.
  3. Select Update.

If transactions are still not downloading, let's check your bank's website. Let's look for an update or notification that needs your attention:

  1. Sign in to your bank's website.
  2. Check your account for messages, notifications, or alerts.
  3. Look for any display issues as you navigate the website. These can block QuickBooks from downloading new transactions.
  4. Check your bank’s website for any announcements about new security requirements.

If you recently updated some information on your bank, you'll need to update that in QBO:

  1. Go to the Banking tab.
  2. Select the tile for the bank account. Then select the Edit ✎ icon.
  3. Select Edit sign-in info.
  4. Update your info as needed.

If you encounter bank errors, follow the links to fix specific download errors:

Let me know if you need further assistance, I'll be more than willing to help.