Hello there, @mcavinder.
Let me ensure you can get the latest bank transactions into your online banking in QuickBooks Online (QBO). This way, you can easily categorize them coming from your bank.
Beforehand, can you share what bank institution you are affiliated with? Also, do you encounter a specific error when updating this from your QBO Company? With that, there are various fixes we can perform for every particular error. You’ll want to check out this article for details: What to do if you get a bank error or can't download transactions in QuickBooks Online.
Moreover, you can also check your bank website to check if they have ongoing issues or maintenance. It is caused sometimes by the previously mentioned significance.
In the meantime, you can manually add your bank transactions to account registers by referring to the steps below:
- Go to the Gear icon, and select the Chart of Accounts.
- Locate the account registration that you want to review.
- From the Actions column, choose View register.
- Then, choose Add journal entry, Add check, or Add deposit from the dropdown menu at the top of the list.
- Choose the transaction type you want to include.
- To finish the transaction, complete the fields.
- When finished, click Save.
You may also want to upload them using the supported file formats manually:
- Comma-Separated Values (CSV)
- QuickBooks Online (QBO)
Please refer to this article for in-depth instructions and guidelines: Manually upload transactions into QuickBooks Online. Once done, utilize this article to reconcile your account to review and ensure your books are balanced.
Keep in touch if you have more concerns about updating bank transactions. I'm just around to lend a hand to help. Stay safe!
