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Banking
Let's try to manually download your bank transactions, harriet5.
- Go to the Banking menu or Transactions menu.
- Go to the Banking tab.
- 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:
- Sign in to your bank's website.
- 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 you recently updated some information on your bank, you'll need to update that in QBO:
- Go to the Banking tab.
- Select the tile for the bank account. Then select the Edit ✎ icon.
- Select Edit sign-in info.
- 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.