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Replying to:
MariaSoledadG
QuickBooks Team

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Let's ensure that you're able to download your bank transactions to QuickBooks for Mac, theoaronson.

 

Generally, once you encounter errors in QuickBooks, the bank may have made changes to its service offerings via Web or Direct Connect. Second, they might be performing system maintenance or have made changes to their name (bank merger) that requires you to refresh the page. Lastly, a problem with one or more accounts in your company file may have caused the issue.

 

You'll want to make sure to update QuickBooks for Mac to the latest release to improve its functionality and fixed issues. But before doing so, I suggest backing up your company file to secure your data.

 

However, if you still encounter the same, you can log into your bank's website to check if they have ongoing maintenance or connection issues. For more information you can check this article: Fix Online Banking

 

If the issue persists, I suggest reaching out to our support team to investigate this further. They have the tools to pull up your account in a secure environment.

 

Once you're able to download, I recommend adding your bank transactions and creating renaming rules. You can also match them to the existing entries in your register. Doing so will help ensure your financial records are accurate in the software. For more information, view the Add and match transactions section through this article: Set Up And Use Online Banking (Mac).

 

Feel free to let us know if you need assistance with your bank transaction. We're always ready to help.

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