Thanks for chiming in, @juaniO1. I'm here to ensure you'll get the latest bank transactions in QuickBooks Desktop (QBDT).
QBDT automatically downloads fresh transactions when you connect your online bank and credit card accounts. If you’re not receiving the latest entries or updates seem stuck, don't worry. We can perform a manual download using Direct Connect and Web Connect.
Using Direct Connect:
- Go to the Banking menu, select Bank Feeds, then Bank Feeds Center.
- Choose the Bank of America account.
- Click Download Transactions.
- Select Synchronize.
- In the Access to window, enter your PIN or password and click OK.
Using Web Connect:
- Open a web browser and sign in to your bank account.
- Download your transactions as a QuickBooks Web Connect (.qbo) file.
- Once done, import the transactions into QBDT.
For detailed instructions, please see this article: Download bank feed transactions in QuickBooks Desktop.
If you've encountered OL and OLSU bank feed errors, refer to the suggested resolution in this reference: Fix OL and OLSU Bank Feeds errors in QuickBooks Desktop.
After you download your electronic account statement, you have to match the transactions to the ones in QBDT. This way, you can identify which transactions your financial institution has processed and which haven’t cleared the bank yet.
Feel free to get back to us anytime you need further assistance with banking. I'm always here to lend you a helping hand. Be safe and have a great rest of the day!
