Banking
Hello there, @ajg192 and iggy097.
I appreciate your efforts in trying some steps to get this banking issue sorted out.
I'd like to make sure that we're on the same page so I can give you the right amount of information. May I know what specific financial institution are you having issues with? Any further details are much appreciated.
On the other hand, you can try checking your bank's website as suggested above to see if there are issues on your bank's end that may hinder the transactions from downloading.
Please see the link attached for complete details on what are information that you need to check: Learn what to do if you see error messages or don't see recently downloaded bank transactions.
If the same thing happens, I recommend reaching out to your financial institution to verify if they have ongoing system maintenance that may lead to this problem. This is because QBO is dependent on the transactions that they transmit in the system.
For now, to get your work done, you may manually upload your bank entries into QBO.
To do that:
- Click Banking from the left navigation panel.
- Pick File Upload from the Update drop-down menu or Upload transactions manually if there isn’t any bank connected to QBO.
- Select Browse and choose the file you downloaded.
- Choose an account from the list, then Next.
- Follow the on-screen instructions to map the fields.
- Select the transactions to import.
- Click Yes.
- Hit Let’s go.
For the information and steps on importing these files, see this article: Manually upload transactions into QuickBooks Online.
Please keep me posted on how things turn out. I'll be more than happy to share additional help at any time. Keep safe!
