Skip to main content

SUMMER SAVINGS 90% OFF QuickBooks for 3 months* Ends 8/27

Buy now
Switch to QuickBooks and 70% off for 3 Months
November 4, 2024
Solved

My bank confirmed there's no issue, but one account still won't download transactions in QuickBooks. What can I do?

  • November 4, 2024
  • 3 replies
  • 42 views
No text available
Best answer by Emma_P

It's a strange spot to be in when the bank says everything's fine on their end but the transactions still aren't showing up here. Since your other connected accounts are downloading fine, this points to something specific to how QuickBooks is syncing that one account, rather than a broader outage.

Try a manual update first

  1. Go to Accounting, then Bank transactions.
  2. Select Update.

If that doesn't help, sign in through a private or incognito browser window and try updating again, to rule out a browser extension or cached sign-in.

Bridge the gap with a manual upload

While the connection issue gets sorted out, you don't have to wait to get your transactions into QuickBooks. You can upload them directly from a file downloaded from your bank:

  1. Go to Accounting, then Bank transactions.
  2. If you see a tile for the account, select it. Select the Link account dropdown, then Upload from file.
  3. Select Drag and drop or select files, choose the file you downloaded from your bank, then select Continue.
  4. In the QuickBooks account dropdown, select the account you want to upload the transactions into, then select Continue.
  5. Match the columns in the file to the correct fields in QuickBooks, then select Continue.
  6. Select the transactions you want to import, then select Continue.
  7. Select Yes, then Done.

You can upload .csv, .txt, .qbo, or .ofx files, up to 1,000 transactions at a time. Before uploading, check your Chart of Accounts first to make sure you won't end up with duplicate transactions once the live connection starts working again.


Resources: 

Update your bank feeds and bank info

Manually upload transactions into QuickBooks Online

If this doesn't get you unstuck, tell us below and we'll take another look.

 

3 replies

QuickBooks Team
November 4, 2024

Thank you for bringing this issue to our attention, drjelectrical1. I appreciate you've already taken the initiative to contact your bank and confirm everything is functioning on their end. This is an excellent first step to help us identify potential causes. Let’s work together to determine why your bank transactions have stopped downloading in QuickBooks Online (QBO) while your other accounts are working. I have several solutions we can explore to resolve this issue and ensure your bank transactions are updated.

 

First, may I know what financial institution you've connected to QBO? Did you get any error messages? Any additional information will allow us to verify the issue at hand.

 

Most banks update QuickBooks with transactions nightly, around 10 PM PT, though this may vary. To ensure you have the latest available transactions, you can perform a manual download to refresh all connected accounts. Here's how:

 

  1. Go to Transactions.
  2. Select Bank transactions.
  3. Click on Update.

 

Here is an article you can refer to for the detailed steps: What to do if you get a bank error or can't download transactions in QuickBooks Online. It also contains links to fix specific download errors. 

 

If the problem persists, I suggest contacting our support team for a thorough investigation. This will allow us to determine the root cause of the problem and suggest the best course of action for resolution.

 

In the meantime, you can manually import your bank data into the program using a CSV file format. This will ensure your transaction data is current and accurately reflected in your records as we address the underlying issue.

Moreover, I'm adding this article that tackles reconciliation to ensure your account is balanced and accurate: Reconcile an account in QuickBooks Online.

 

I hope this information helps clarify the situation and provides a good starting point for resolving the issue with your bank transactions. If you have any questions about the steps I've outlined or need further assistance, please don't hesitate to ask. We're committed to ensuring your QuickBooks Online experience runs smoothly.

Level 1
November 4, 2024

@drjelectrical1 

Try opening your QBO account on any private/incognito problem.

Emma_P
Emma_PCommunity ManagerAnswer
Community Manager
August 21, 2026

It's a strange spot to be in when the bank says everything's fine on their end but the transactions still aren't showing up here. Since your other connected accounts are downloading fine, this points to something specific to how QuickBooks is syncing that one account, rather than a broader outage.

Try a manual update first

  1. Go to Accounting, then Bank transactions.
  2. Select Update.

If that doesn't help, sign in through a private or incognito browser window and try updating again, to rule out a browser extension or cached sign-in.

Bridge the gap with a manual upload

While the connection issue gets sorted out, you don't have to wait to get your transactions into QuickBooks. You can upload them directly from a file downloaded from your bank:

  1. Go to Accounting, then Bank transactions.
  2. If you see a tile for the account, select it. Select the Link account dropdown, then Upload from file.
  3. Select Drag and drop or select files, choose the file you downloaded from your bank, then select Continue.
  4. In the QuickBooks account dropdown, select the account you want to upload the transactions into, then select Continue.
  5. Match the columns in the file to the correct fields in QuickBooks, then select Continue.
  6. Select the transactions you want to import, then select Continue.
  7. Select Yes, then Done.

You can upload .csv, .txt, .qbo, or .ofx files, up to 1,000 transactions at a time. Before uploading, check your Chart of Accounts first to make sure you won't end up with duplicate transactions once the live connection starts working again.


Resources: 

Update your bank feeds and bank info

Manually upload transactions into QuickBooks Online

If this doesn't get you unstuck, tell us below and we'll take another look.