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Banking
Thanks for dropping by, @BGCC214.
I'll share with you another workaround to fix your banking concerns in QuickBooks Online (QBO).
Before we proceed, can you tell us more details about the error you're getting with? This way, I can provide the right steps in addressing the issue.
If you see a specific error message, check out the following links to fix it:
Moreover, you can try checking your bank's website to see if there are issues on your bank's end. You can look for any display issues as you navigate the website. These can block QuickBooks from downloading new transactions.
You can also reach out to your financial institution to verify if they have ongoing system maintenance that may lead to this problem.
In the meantime, you may manually upload your bank entries into QBO. Here's how:
- Go to the Banking menu or Transactions menu.
- Click File Upload from the Update drop-down menu.
- 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 and select the transactions to import.
- Click Yes and select Let’s go.
Once your transactions are in QuickBooks, you can now match and categorize them.
I've got your back if you need more help while working with online banking or anything about QuickBooks. I'm always happy to lend a hand. Have a good one.