Let's get your bank transactions to be downloaded, Lisa_S.
Good job for looking into your bank's website ahead for any messages, notifications, or alerts. Before we start troubleshooting, did you receive an error when you visited the Banking page? If you’re not getting the latest transactions, here's what to review so QuickBooks starts downloading transactions again.
First, we can do a manual upload. Let me show you:
- Go to the Banking or Transactions menu.
- Click the Banking tab and select the bank to update.
- At the upper-right, click Update.
You can review the number of transactions on the account tile and you'll see if it increases. This would mean that QuickBooks downloads new transactions. If you received a banking error, you can click the link and proceed to the Step 4: Fix specific bank errors section and select the error you're prompted with: Bank errors.
Meantime, you can manually import your transactions to keep up with your books. For the next step, you can categorize your transactions once they are available in your bank feeds.
Please don't hesitate to post or leave a reply on how these steps worked. I'm always here ready to help with your bank transactions. Take care!
