I've checked our files, Dr-bsmith. I haven't seen any open cases the same as yours.
We have a few steps for you to try. This will help you download the transactions.
Let's start by manually updating the bank account. This forces the transactions to download and refreshes the connection between the bank and QuickBooks Online. Here's how:
- Click Banking.
- Go to the Banking tab.
- Click Update.
If it's still not downloading the transactions, log in to your financial institution's website, and check for any alerts or notifications. Any messages or sign-in issues can block our program from downloading new transactions.
Next, if you've encountered an error message, please check this article and go directly to Step 3. You can check on the links to resolve the error.
Once it's fixed and transactions are already downloading, you can continue to assign, categorize, edit, and add your downloaded banking transactions.
We're just around to help you if you have other concerns. Swing by anytime.
