I understand how hard it must be for you, @GKB. I appreciate you taking the time to express your concerns about getting your bank statements getting auto-imported to QuickBooks Online (QBO).
Before we start, I'd like to ask what banks or financial institutions you're having auto-importing issues with and what errors you're getting if there are any. Knowing these would help me check for the best solution.
In the meantime, let's perform some banking troubleshooting steps so you can get your latest bank transactions in QuickBooks Online (QBO).
Let's manually update the online bank connection in QuickBooks to refresh the connection. Here's how:
- Sign in to your QBO account.
- Click Bookkeeping from the left menu, then select Transactions.
- Select Update to refresh the bank connection.
If you get the same result, you can check out this article for more troubleshooting steps: What to do if you get a bank error or can't download transactions in QuickBooks Online.
Once it is fixed, QuickBooks will download your bank transactions. Then, categorize them to put them into the correct account.
Thank you for your patience and understanding as we work to improve your experience with QuickBooks Online. If there's anything else that I can help you with, please do not hesitate to reach out.
