Angelyn_T
Moderator

Banking

Thank you for letting us know about the status of your bank transactions, @hanovercleanersn.

 

I'm here to help you bring your transactions into QuickBooks Online (QBO).

 

Once you've connected a bank account into QuickBooks, for most financial institution, QBO automatically downloads your transaction data each night. In addition, you also have the option to manually update your account to add any transactions that have cleared since the last automatic download.

 

Therefore, we'll need to update your bank manually to show/bring the transactions into QuickBooks. To update your bank manually:

 

  1. Go to Banking at the left pane.
  2. Select Banking beside Bank Rules.
  3. On the Banking page, select Update. QuickBooks Online updates all your connected bank and credit card accounts. If you only want to update some accounts, select the unwanted ones to exclude them from the update and select Update Now.

For additional reference, you may check this article: Manually update bank accounts.

 

Please let me know if you have any other banking concerns by dropping a comment below. Have a wonderful day!