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NEW Connect to DBS IDEAL direct bank feeds Click here

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MaryLandT
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Hello,

 

Great job clearing cache and cookies. It's also a good way to check for issues caused by full data stored in the browser.

 

On the other hand, you can manually download the latest transactions if they aren't showing up on the bank feeds. This will help bring them into QuickBooks.

 

Here's how:

  1. Go to the Banking menu.
  2. Choose the account you want to update.
  3. Click Update.
    updatebank.PNG

If you're seeing duplicate entries, it's possible the bank sent them twice. This usually happens after a maintenance update from the bank. You can exclude them from the downloaded transactions page.

 

Let me show you how:

  1. Go back to the Banking page.
  2. Click the For Review tab.
  3. Mark the duplicate entry.
  4. Click the Batch Actions button, then choose Exclude Selected.
    excludeselected.PNG

For missing transactions, they aren't posted yet. Also, some financial institution won't post them until at a later time or in the next day. QuickBooks will download them automatically overnight.

 

Feel free to read through this article, What to do if you can’t find downloaded bank transactions. It provides detailed explanation when entries aren't downloaded correctly.

 

Keep me posted if you need additional information, and I'm happy to provide it.