Jen_D
Moderator
Moderator
‎June 07, 2022 05:42 PM

Banking

I'm here to share some more insights about resolving this banking concern, @NeedH3lp.

 

I appreciate the in-depth details you've shared to this thread to describe the problem you've encountered. Can you please confirm if you're getting any error messages with the BOA account before this happened? Any new details will help.

 

In the meantime, if the transactions are not coming in and you're in rush to get bank transactions in your account for reconciliation, upload them manually. Download the data from your bank then map the transactions in a CSV file.

 

Once it is ready, start importing the file to your QuickBooks Online company. Follow these steps:

 

  1. Open your QBO account and tap the Banking menu.
  2. Click the Link Account drop-down.
  3. Tap the Upload from file option.
  4. Press Browse and choose the file you want to upload.
  5. Choose an QBO file from the list, then Open.
  6. Follow the on-screen instructions to map the fields.
  7. Select the transactions to import.
  8. Click Yes then Let’s go.

 

When the online banking connection is reconnected, the bank might re-download the transactions that were not fetched before. To avoid any duplicates, exclude them in the For Review tab. Here's how:

 

  1. Go to the For Review tab.
  2. Mark the box next to each transaction you want to exclude.
  3. Select Exclude from the pop-up at the top.

Excluded transactions are then moved to the Excluded tab, and won’t be added to QuickBooks or be downloaded again. To permanently delete duplicate entries, put a check mark on them, then hit Delete.

 

 

To learn more about mapping and uploading bank entries, see the following article:

 

 

I'd also recommend contacting our support to report this banking problem. Follow these steps to get a live support to help you:

 

  1. Go to the Help menu in QuickBooks, then choose the Search tab.
  2. At the bottom click on Contact us.
  3. Enter the keyword Account Management and Billing in the What can we help you with? box.
  4. On the next screen, scroll down to How would you like to connect with us section.
  5. Choose your contact option to initiate a discussion with a live agent.

 

If you have other concerns for me, please leave a comment below. I'll be right here so share some more help with this banking issue and other topics with QuickBooks.

Reply Join the conversation