Mark_R
Moderator

Banking

Welcome to the Community, @lake_1979.

 

Allow me to provide additional information on how banking feeds works in QuickBooks Online (QBO).

 

First of all, I appreciate you updating your bank account manually to resolve your banking issue. It's the primary solution when QuickBooks isn't downloading your transactions since it helps refresh the connection between your bank and QuickBooks.

 

One of the possible reasons why the transactions aren't downloading or missing is that they're stuck on your bank. To verify, you'll want to log in to your bank's website to check for any alerts or notifications. Any messages or sign-in issues can block our program from downloading new transactions.

 

I'm adding this article for more information: What to do if you can’t find downloaded transactions in QuickBooks Online.

 

Once your bank transactions are downloaded, you can now categorize or match them in QuickBooks. This helps organize your transactions accurately and ensure it matches with transactions you've already entered into QuickBooks.

 

Should you need any additional assistance while managing your bank transactions, you can leave a comment below. I'll be sure to get back to you, @lake_1979.