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Banking
Let's make sure that you'll be able to update your bank, Kitchensink,
Sometimes, the issue may be on the bank's end. You'll want to sign in to your bank's website to check. To do so, follow the steps below:
- Go to the Banking menu or Transactions menu.
- Select Link account. Note: You won’t add an account, you just need the listed URL.
- Search for your bank and select it.
- Copy the URL listed for your bank.
- Sign in to your bank or credit card's website using the copied URL.
If you're able to sign in, there isn't a major issue. You can check the following:
- Check your account for messages, notifications, or alerts.
- Look for any display issues as you navigate the website. These can block QuickBooks from downloading new transactions.
- Check your bank’s website for any announcements about new security requirements.
You can also continue performing the steps in this article: What to do if you get a bank error or can't download transactions in QuickBooks Online. However, if the issue persists, it's best to reach out to our support team so they can double-check your account and guide you with some of the additional troubleshooting steps. Here's how:
- Click the (?) Help icon and enter Talk to a human (then type it again when prompted).
- When asked by the bot, enter your concern
- Select I still need a human, then proceed with Contact us or Get help from a human.
- Choose either Chat or Callback.
For your reference, you can also add and match transactions that were being downloaded in QuickBooks. Please check this article for you to be guided: Categorize and match online bank transactions in QuickBooks Online.
Fill me in if you have any concerns with your bank transactions. I'll always be here to help you.