Banking

Let's bring those bank transactions in QuickBooks, actonconcord-jan.

Manually updating your bank account in QuickBooks Online (QBO) helps refresh the connection between your bank and QuickBooks so transactions will show up.

Here's how:

1. Go to the Banking tab.
2. Select the bank account and click Update.
3. If prompted, enter your Multi-Factor Authentication (MFA) credentials and select Continue update.
   

If the transactions still don't download, check out this article for troubleshooting steps: What to do if bank transactions won’t download.

Otherwise, try checking them in your Banking menu. They may be stuck there.

1. Go to the Banking menu or Transactions menu.
2. Choose the Banking tab.
3. Select tile for the bank or credit card account you downloaded the transaction from.

All you need to know about handling missing transactions can be found here: Bank transactions are duplicates, missing or wrong, or bank balance not updating.

Here's an article that you might find helpful when matching and manage your downloaded transactions: Categorize and match online bank transactions in QuickBooks Online.

If you need more help while working with bank transactions or anything about QuickBooks, just leave me a reply below. Have a good one.