Banking
Hello there, @ec80.
Let's go to the Bank Feeds window to do a manual update of your bank account in QuickBooks Desktop (QBDT) and download your transactions accordingly.
The same goes with the online version of QuickBooks, doing a manual update on your accounts will refresh your bank feed connection in QBDT. To do this, here's how:
- From Banking, go to Bank Feeds.
- Select Bank Feeds Center.
- Choose your bank account under the Bank Accounts section.
- Click the Refresh account(s) icon.
Once your transactions are downloaded, you'll have to review and categorize them to keep your financial data accurate.
Also, I encourage you to reconcile your accounts in QBDT regularly (every month). This helps monitor your income and expense transactions and detect possible errors accordingly. You may want to check out this article as your reference to guide you in doing and fixing reconciliations in QBDT: Learn the reconcile workflow in QuickBooks.
I'm all ears if you have other banking concerns or questions about managing transactions in QBDT. You can drop a comment below, and I'll gladly help. Take care always, @ec80.
