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Replying to:
Angelyn_T
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Hi there, @KRWehmeyer

 

I appreciate you for performing the bank update to bring your new transactions to QuickBooks. This troubleshooting step should isolate the issue when the bank stops bringing entries to QuickBooks Online (QBO). Since the error continues even after clearing the cache, I would like to know your bank's name so I can look into this further and check possible open investigations concerning your bank specifically.

 

In the meantime, you may upload your entries manually through a web connect file. This way, you can get your account up to date. I've included these steps as your guide:

 

Download the transactions from your bank:

  1. Sign in to your bank or credit card's website.
  2. Follow your bank's instructions to see how to download CSV files of your transactions to your computer.
  3. Check the date range for the download. It will need to be at least one day before the date of your oldest transaction.
  4. Download your transactions. Then, save the file somewhere you can easily find it, like your computer's desktop.

 

Upload them to QuickBooks:

 

  1. Go to the Banking menu. 
  2. Choose the blue tile for the account you want to upload the transactions into. 
  3. Pick the Link account dropdown. Then, hit Upload from file
  4. Tap on Browse, then select the file you downloaded from your bank. Hit Next
  5. From the QuickBooks account dropdown, choose the account you want to upload the transactions into. Then, click on Next
  6. To match the columns on the file with the correct fields in QuickBooks, please follow the onscreen steps. Tap on Next when finished.
  7. Select the transactions you'd like to import, then click on Next
  8. Hit Yes
  9. Once you're ready, tap Let's go.

 

When the system brings your new transactions automatically causing duplicate records from the manually uploaded ones, you can simply remove them from the For Review tab. Here's how: Exclude a bank transaction you downloaded into QuickBooks Online.

 

If you receive specific error messages, you can also check out the resolution provided from this article: What to do if you get a bank error or can't download transactions in QuickBooks Online.

 

When everything is in place, you're now ready to categorize the transactions to put them into the correct accounts. Then, proceed with your reconciliation to keep track of your statements and balances.

 

If you have any other banking concerns, let me know by adding a comment below. I'm more than happy to provide additional assistance. Have a great weekend!

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