Banking

Thanks for joining this thread, mbell1.

Since your parent account isn't downloading transactions from its subaccounts, I'd recommend checking with the bank to confirm if there were any changes to how they send transaction data. If they've changed to where they send data for individual accounts, then you'll need to connect each of the subaccounts.

In the event they still send data to one account, you can keep your parent account connected. If transactions aren't downloading into your books automatically, you'll want to perform some troubleshooting steps. The first thing I'd recommend trying is a manual download.

Here's how:
 

1. Go to Bookkeeping, Transactions, then Bank transactions.
2. Select Update.

This will update all of your connected accounts. The number of transactions in each account will increase if new transactions are downloaded. If you see a message about additional authentication, follow your on-screen steps to continue with the update. Not all banks require this, but some do.

If performing a manual update didn't bring in any new transaction data, you'll want to check your financial institution's website:
 

1. Go to Bookkeeping, Transactions, then Bank transactions.
2. Click Link account.
3. Search for the bank and choose it.
4. Copy our listed URL for them.
   
   
    
5. Visit the website using your copied URL and sign in to the account.

Once you're signed in, check for any messages, notifications, or alerts. Look for any display issues as you navigate their site. Display issues can block QuickBooks from downloading new transactions. Check for any announcements about new security requirements.

If you haven't found anything which could relate to transactions not downloading, next you'll want to try updating your bank information in QuickBooks.

Please feel welcome to send a reply if there's any questions. Have a lovely day!