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Banking
Let's get your bank feeds back and running in your QuickBooks Desktop, Admin-Superstar.
To start, let's ensure that QuickBooks is updated to its latest release since it can help fix issues within the company file. Then, run Quick Fix my program to run a quick repair on your program. Let me show you how:
- In the QuickBooks Tool Hub, select Program Problems.
- Tap Quick Fix my Program.
- Start QuickBooks Desktop and open your data file.
If you still have the same problem, it may be due to damaged components. Just follow the steps and details in this article to fix the problem: Fix data damage on your QuickBooks Desktop company file.
Then, look into your transactions if bank feeds are downloading as expected. Then, click the Refresh icon a couple of times to update the connection between your bank and QuickBooks. I'll show you how.
- Go to the Banking menu and then select Bank Feeds.
- Choose Banks Feeds Center, then select the correct bank account.
- Click on the Refresh button.
For your visual reference, I've attached a screenshot below:
If the issue persists, we can import the transactions you need into QuickBooks Desktop. Here's how:
- Open a web browser and go to your bank’s website.
- Sign in to your bank account using your normal process.
- Download your transactions as a QuickBooks Web Connect (.qbo) file.
- Once done, you can now import your web connect (.qbo) files.
Then, contact our support team since they have the tools to check your account in a safe environment and investigate what's causing this issue. Additionally, I've included these articles that'll help you categorize and reconcile your transactions in QuickBooks. Doing so ensures your books are accurate.
- Add and Match Bank Feed Transactions
- Reconcile Workflow in QuickBooks
- Reconcile an Account in QuickBooks Desktop
Feel free to drop your comment below for follow-up inquiries or other banking concerns in QuickBooks Desktop. I'll be here to answer them. You have a good one.