Hello there, @Petey_a203. I've got here steps to ensure your bank will download the latest transactions in QuickBooks Online (QBO).
Before we begin, may I know the specific bank you're having trouble with? Any information about this is a great help so I can provide you with a timely solution.
Let's start with checking your bank's website if there are any messages, notifications, or alerts you need to finish. These can block QBO from downloading new transactions. Here's how:
- Go to the Banking menu or Transactions menu.
- Select Link account to get the URL QuickBooks uses to connect:
- Search for your bank and select it.
- Next, copy the URL listed for your bank.
- Then, sign in to your bank or credit card's website using the copied URL.
From there, look for any display issues as you navigate the website. Check also your bank’s website for any announcements about new security requirements.
If everything is fine, do a manual download:
- Navigate to the Banking or Transactions menu.
- Then, go to the Banking tab.
- Click Update.
If you can't still see the transactions, you can follow Step 3 in this article: What to do if you get a bank error or can't download transactions in QuickBooks Online.
You can also, manually import your bank transactions in QBO. Once transactions are in, you'll now need to categorize and match them in QBO to make sure they are allocated to the correct account.
Reviewing your accounts to ensure that real-life bank and QBO balances are in sync is a breeze. This can be done by performing the reconciliation process. Once finished, you can also pull up a reconciliation report that you can save to serve as a reference to avoid reconciliation issues in the future.
I'm always around if you have any other concerns about downloading your bank's latest transactions in QBO. Don't hesitate to post a reply below. Have a good one.
