Thank you for following up on this thread, sbellep36.
It's vital to have accurate records of your banking transactions. This allows you to track them on time and reconcile your account easily. Let's work together so you can fetch the latest entries.
Before we start, can you tell us the name of your Financial Institution (FI)? Have you come across any error codes or messages? Any information you can provide will greatly assist us in determining whether there is an ongoing investigation regarding the issue.
In the meantime, let's perform a manual update to refresh the connection between QuickBooks Online (QBO) and your bank. Here's how:
- In your company, head to the Transactions menu on the left panel and choose Bank transactions.
- Click the Update button.
- If prompted, enter your Multi-Factor Authentication (MFA) credentials and select Continue update. You must enter the information within 2 minutes of being prompted.
In the event you receive an error, choose the code listed in Step 4 in the following article: What to do if you get a bank error or can't download transactions in QuickBooks Online.
Once you have the latest transactions downloaded to QBO, categorize them to the correct account. For additional resources, you can perform the solution in this article to find missing transactions downloaded from your online bank and credit card accounts: What to do if you can’t find downloaded transactions in QuickBooks Online.
I also collated some resources that discuss in detail the process of balancing your bank or credit card account, ways to prevent duplicates of entries, as well as creating rules that automatically categorize transactions. Simply open each article for the full details:
If you still need further assistance with updating your account or have other banking-related concerns or questions, click the Reply and post your comments. I'll get back to make sure everything is taken care of, sbellep36.
