ChristieAnn
QuickBooks Team

Banking

Welcome back to the QuickBooks Community, Wibill.

 

I appreciate you for performing some steps to fix the missing transactions for Singlepoint Bank in QuickBooks Online. I can see that things have been challenging for you about this, let me provide another step to ensure you can view the recent bank data in the program.

 

I recommend signing into your bank's website to check if there are issues with your financial institution. This way, you can also verify if there are notifications from your bank that need attention that might cause you to be unable to see entries while connecting the bank to QBO.

 

Here's how:

 

  1. Go to the Banking menu on the left panel.
  2. Select Link accountNote: You won’t add an account, you just need the listed URL.
  3. Search for your bank and select it. Then, copy the URL listed for your bank.
  4. Sign into your bank or credit card's website using the copied URL.

 

After that, if you can sign in, it's a good signal that there isn't a major issue. Then, follow the following steps below to check any messages.

 

  1. Check your account for messages, notifications, or alerts.
  2. Look for any display issues as you navigate the website. These can block QuickBooks to connect with your bank.
  3. Check your bank’s website for any announcements about new security requirements.

 

You can open this article to view extra details: What to do if you get a bank error or can't download transactions in QuickBooks Online. This also provides different banking errors and how to fix them.

 

In case you need steps on how you can match or add transactions in QBO to avoid duplicate data, you can read this article: Find and categorise transactions in QuickBooks.

 

If there's anything you'd like to me address about your bank transactions, let me know and I'll lay down some details, Wibill. I'm always here to assist. Stay safe!