BettyJaneB
QuickBooks Team

Banking

Welcome to the Community, Laura_C.

Allow me to share some insights about downloading transactions in QuickBooks Online.

Turning off the automatic download for your transactions is currently unavailable in QuickBooks Online. However, you can disconnect the account from the downloaded transaction page. Here's what will happen if you disconnect an account:

  • It stays active in QuickBooks Online but you stop QuickBooks Online from getting your transactions from your bank.
  • You can reconnect the account later if you want to.
  • Any transactions in your For Review tab will be deleted. If they're older than 90 days, you won't be able to download them into QuickBooks Online again.

To disconnect the account:

  1. From the left menu, select Banking then Banking.
  2. Select the Edit (pencil) icon on the account you want to change.
  3. In the Account window, check the Disconnect this account on save box.
  4. Select Save and Close.

For more details about this process, please refer to this link: https://quickbooks.intuit.com/community/Banking-and-bank-feeds/Disconnect-or-delete-an-account-from-....

Also, you can manually upload your bank transactions to QuikBooks using the WebConnect feature. With this, you can download the transactions from your banks' website then upload it to QBO.

For the steps for performing this process, please refer to this article: https://quickbooks.intuit.com/community/Banking-and-bank-feeds/How-to-upload-more-than-90-days-of-ba....

That should guide you in fixing this transaction issue.

 

I'm just a post away if you have any questions about these steps or with QuickBooks. Wishing you and your business continued success.