Payments
Hello there, @Jtj1.First off, I appreciate you for reaching out here in the Community and letting us know about this. I'd like to help you get this sorted out so you can proceed to download your bank statements in QuickBooks Online (QBO).
Before we proceed, may I ask if you received an error when you tried to download your transactions in QBO? Any additional details would be greatly help me provide a suitable solution to get through this.
To begin, I recommend updating your bank manually in the system to refresh its connection. Here's how:
- Go to the Banking menu or Transactions menu.
- Go to the Banking tab.
- Click on the bank account that you're working with.
- Select Update.
Feel free to refer on the screenshot that I've attached.
You can also refer to this article for further guidance: Bank errors and missing transactions in QuickBooks Online.
If the issue persists, we can consider performing some basic troubleshooting to rule out the possibility of a webpage issue. To begin, you'll need to access your account in an incognito browser. Doing this allows the program to run without storing cache or cookies that might cause problems when running intuit sites.
You can use these shortcut keys to open an incognito window:
- Ctrl + Shift + N for Google Chrome
- Ctrl + Shift + P for Firefox
- Ctrl + Option +P if you're using Safari
- Ctrl + Shift + P for Microsoft Edge
Once done, go back to your account and click the Update button. If this works, go back to the regular browser and clear the cache to refresh the background process of your browser settings: Clear cache and cookies to fix issues when using QuickBooks Online.
If the same thing happens, consider using other supported browsers. Feel free to refer to this article to see the list of browsers that you can use: Supported Browsers.
Additionally, I've got you these handy articles in case you'd like to manually upload transactions into your QBO account:
- Manually upload transactions into QuickBooks Online.
- Format CSV files in Excel to get bank transactions into QuickBooks.
You're welcome to post here again if need assistance performing specific tasks in QuickBooks. We have our team of dedicated experts ready to assist you to make your experience better. Thanks for choosing QuickBooks. Take care and enjoy your weekend!
