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Replying to:
MaryLandT
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Hi there, hcarman.

 

Let me provide some troubleshooting steps to bring in those Capital One Bank transactions into QuickBooks.

 

You can start by updating your QuickBooks Desktop to get the latest functions and fixes. When the update finishes, close and reopen QuickBooks.

 

To install the updates, select Yes. Once done, restart your computer for changes to take effect. After that, open again your QuickBooks and download again the Capital One Bank transactions. 

 

If it isn't accepting, make sure you match or delete all of the downloaded transactions for the account. QuickBooks won’t let you make changes if there are still pending transactions.

 

Then, disconnect the bank from Bank Feeds to refresh the connection. Here's how:

 

  1. Go to Lists and then select Chart of Accounts.
  2. Right-click the account you want to deactivate. Then select Edit Account.
  3. Go to the Bank Settings tab.
  4. Select Deactivate all online services and then OK to confirm.
  5. Click Save & Close.

 

Once done, connect again your Capital One Bank to download latest transactions. If it still won't accept them, you can manually import it into QuickBooks Desktop.
 

Additionally, I got you this article that can guide you in reconciling your accounts accurately: Reconcile an account in QuickBooks Desktop.

 

Let me know if you have additional questions by commenting below. I'll be right here until you're able to bring in bank transactions to QuickBooks.

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