I wish you didn’t go through this hurdle in seeing your bank transactions in QuickBooks Online (QBO), @KEEKINC. Let me turn around your experience by providing fixes and get you back to business in no time. I can see how essential it is to keep your transactions up-to-date to categorize and keep them organized.
If you’re still seeing an error or aren’t seeing your transactions, I recommend you to re-authenticate your bank connection. These guidelines refresh your bank connection so the impacted account can resume downloading transactions into QuickBooks.
Before taking any action, make sure to categorize transactions from the For Review tab as they will be deleted. Additionally, any transactions older than 90 days will not be available for automatic download.
Then, you can follow these steps to proceed:
- Sign in to QuickBooks Online.
- Go to the Transactions menu, and select Bank Transactions.
- From your bank feeds, tap the Update button.
- If you still see the error, look for a banner on the Banking page. Select the Check Connections link and follow the steps to fix the issue.
Furthermore, you can learn from these articles about categorizing and matching transactions. Also, to reconcile them to avoid any discrepancies:
I’ll keep this conversation open to ensure that everything works well on your end. On top of that, I’ll be eager to assist you further if you have more queries about managing bank transactions or any QuickBooks-related matters. I’m just a post away.
