JoesemM
Moderator

Banking

Hello there, @klgood1. Thanks for sharing your banking concern with us. Allow me to help share some steps to download all your bank transactions in QuickBooks.

 

Since you only get half of your transactions, I'd suggest updating your QuickBooks to the latest release. This way, you have the latest features and product improvements.

 

Here's how:

 

  1. Go to Help and choose Update QuickBooks Desktop.
  2. Go to the Update Now tab.
  3. Select the Reset Update and click Get Updates to start the download.
  4. Once done. Hit OK and restart QuickBooks.
  5. When prompted, accept the option to install the new release.

 

Then, you can turn off online banking services for your account. Before updating your online banking connections, make sure to disconnect all related accounts so you don't have any discrepancies.

 

Once done, follow Step 3 in this article to set up your bank feeds again: Refresh your connection for Express Web Connect online banking.

 

Also, I'll be sharing these articles that will guide you in downloading your bank transactions and how to match them in QuickBooks:

 

 

If you have any other questions or concerns, please, feel free to reach out below. I'm always here to help. Take care.