Thanks for chiming in, James. I appreciate you for performing the troubleshooting to fix the error. I also understand how important it is for you to get this resolved, Let me help you resolve this concern so you can work with your bank transactions as before.
QBO automatically downloads new transactions when you link your online bank and credit card accounts. We can do a manual update if you are still waiting to receive the most recent transactions or updates that appear stuck. Let me guide you on how.
- Go to the Banking or Transactions menu.
- Select the blue tile for your bank account.
- Click the Update button.
- (Optional) Follow the on-screen instructions to complete the process.
Then, you can sign in to your bank's website. This is to check your account page for messages or alerts that need your attention. When you make changes on the website (i.e., login credentials and account info), you'll also have to update QuickBooks. Here's how:
- Go to the Banking or Transactions menu.
- Select the blue tile for your credit card account.
- Click the Edit icon.
- Choose either Edit sign-in info or Edit account info.
- Enter all the necessary details and follow the on-screen instructions to complete the process.
In the meantime, you can also manually upload transactions in QuickBooks to get the older transactions from your bank. Please check this article: Manually Upload Transactions Into QuickBooks Online.
However, if you still experience the same thing, I'd recommend contacting our Customer Care Team to investigate further what is causing transactions not to appear on the For Review tab.
Moreover, I'd recommend reconciling your bank accounts monthly, so your books are balanced and accurate. Like balancing your checkbook, we should review your QBO accounts to ensure they match your bank and credit card statements.
Please leave a reply below for any additional details you may add. I'll be right here to help you once more. Have a good day.
