Thank you for reaching out to the Community about your banking concern. I'm here to help ensure you can use the bank feeds feature seamlessly.
Before performing any troubleshooting steps, may I know the name of your Financial Institution (FI)? Did you receive any error codes or messages? This will help determine if we have any reported issues and ensure a timely solution.
QuickBooks Online (QBO) automatically downloads transactions every night. When the download seems stuck or you're not getting the latest entries, let's perform a manual update to refresh the online banking connection.
Here's how:
- Go to the Banking menu on the left panel to choose Banking or Transactions and then select Bank transactions
- This action will open a page that shows the list of your accounts connected to the bank feeds.
- From there, tap the Update button in the upper right.
- If you see a message about additional authentication, follow the on-screen instructions to complete the process.
When QuickBooks downloads new entries, the number of transactions in the blue tile will increase. Otherwise, log in to your Financial Institution's (FI) website to see if everything is working on their end, and then check for the following:
- Look for messages, notifications, alerts, and any announcements about new security requirements.
- Search for any display issues as you navigate the website. These can block QuickBooks from downloading new transactions.
If everything looks good, go back to QuickBooks and update the bank feeds again. If none of these suggestions work, update your bank information. For detailed instructions, check out this article: What to do if you get a bank error or can't download transactions in QuickBooks Online. From there, you'll learn how to troubleshoot any banking errors.
When new transactions are downloaded into QBO, categorize them to the correct account to keep your records organized. This allows you to reconcile the account easily.
In addition, these resources contain instructions to find missing downloaded data, manually import transactions, and other banking-related activities:
Reach out to me again if you have other banking-related concerns or questions. I'm always ready to answer them for you. Have a good one.
