cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Want an expert to help you set up your QuickBooks Online? Find out how: Click here
usersales2
Level 1

How to update bank statement

 
1 Comment 1
AileneA
Moderator

How to update bank statement

I  want to make sure you're able to get this taken care of and sort out these bank statements so you can move forward, usersales2. 

 

The bank statements should typically be available in QuickBooks Online's reconcile area around the time they're released by the bank. 

 

Let's manually import your latest transactions from your financial institution. Also, sign in to your bank's website to check the issue if it might be on your bank's end.

 

Please follow these steps on how:

 

Step 1: Manually download your latest transactions

 

  1. From the left panel, select the Banking tab.
  2. Click the Update button.

 

This way, it will update all your bank and credit card accounts. You'll get a notification once the update is done. The number of your transactions in the blue account tile will increase if your QuickBooks Online downloads new transactions.

 

Step 2: Check your bank's website

 

First, you'll have to get the URL from your QuickBooks Online account.

 

  1. Go to the Banking tab.
  2. Choose the Add Account. (You won't add an account, you just need the listed URL).
  3. Search for your bank and select it.
  4. Copy the URL listed in the window.
  5. Sign in using your bank credentials.

 

If you can sign in to your bank's website, follow these steps:

 

  1. Check your account page for messages, notifications, or alerts. Any display or sign-in issues on your bank’s website can potentially block QuickBooks from downloading new transactions.
  2. Check your bank’s website for any announcements about new security requirements.
  3. If everything looks good, go back to the Banking menu or Transactions menu in QuickBooks.
  4. Select the blue tile for the bank account.
  5. Tap Update

 

For the next steps, you can read this article: What to do if you get a bank error or can't download transactions in QuickBooks Online.

 

After that, you can now begin comparing the transactions. For further guidance, refer to this article: Reconcile an account in QuickBooks Online

 

Reach out to me in the comment section below if you have any other questions or concerns. I'll be here to help. Have a good one!