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Adrian_A
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Hi, office-mountainc.

 

The system automatically download your latest transactions. In the event that it won't bring up the items, we can try to update the connection between your bank and QuickBooks to refresh its settings.

 

We can do this by going to the Banking tab and then selecting Banking. Then, click the Update button.

 

If the same thing happens, I'd recommend reaching out to our Phone Support team so we can investigate the root cause of this issue.

 

Also, can you tell me the name of your financial institution so I can check on my end for any ongoing investigation about this matter.

 

Once everything's fine, you can categorize the transactions. Here's an article as your guide: Categorize and match online bank transactions in QuickBooks Online.

 

Drop a Reply if ever you have other concerns. I'll be around to help you out.

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