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Why have some (but not all) of my QuickBooks Online bank accounts stopped downloading transactions, and how do I fix it?

Forum|Forum|3 years ago
June 23, 2023
13 replies
138 views

Good morning!

I am having an issue with bank transactions not coming through for a handful of accounts. Most work as expected but six (6 of 15) will not update and bring in current transactions. All accounts use the same credentials and are at the same bank. All are checking and were loading up until the 2nd and they all stopped. I unlinked and relinked but now I am stuck with 6 accounts that will not feed transactions into QBO.

Looking for suggestions on a fix...

Thanks in advance!

QuickBooks Online

Best answer by katelynner

When some of your accounts at a bank keep downloading transactions normally while others stop, even though they all use the same login, the cause is usually something specific to those particular accounts on your bank's side, not a break in your overall QuickBooks connection.

Check your bank's website directly

Go to Bookkeeping, then Transactions, then Bank transactions.
Select Link account.
Search for your bank and select it, then copy the URL listed for it.
Sign in to your bank's website using that copied URL.

If you can sign in without any errors, check for messages, notifications, or alerts on the affected accounts specifically, and look for any display issues as you browse. Also check for any announcements about new security requirements on your bank's site. These can silently block new transactions from reaching QuickBooks even when the account still shows the correct balance.

Run a manual update

Once everything looks clear on your bank's side, go back to QuickBooks and manually update your transactions. This refreshes all your connected accounts, and you'll see the transaction count increase on any account tile where new transactions came through.

If the accounts still aren't updating, you can upload transactions manually as a bridge

Sign in to your bank's website and download your transactions as a CSV file, using a date range that starts at least one day before your oldest missing transaction.
In QuickBooks, upload that file to bring the missing transactions in while you continue troubleshooting the live connection.

Afterward, review and categorize the transactions you've brought in, whether through the live connection or a manual upload, so they post to the right accounts and you avoid duplicates.

For more information on these processes, check out these resources:

Are you receiving any specific error codes on the accounts that aren’t updating? If so, let us know and we can get you lined out with next steps.

G

GoinGaming

I am also having this problem, though it is only for one bank account. The rest are fine. I also tried what you did and I'm seeing that it has the right balance according to the bank website but no transactions since 5/31. Someone help!?!?

C

ChristieAnn 11

Level 9

Hi there, BradCFN and GoinGaming.

Welcome to the QuickBooks Community. Let's perform some steps to make sure you're able to see the updated entries in QuickBooks Online. Beforehand, may I ask which financial institution isn't updating the entries? This way, we can check with our engineers if there are any reported issues similar to your banks.

For now, I'd suggest signing in to your bank’s website to check if the issue is on their end. There are times when transactions are stuck in an infinite load if your financial institution encounters server issues or has ongoing maintenance.

Here's how:

Go to the Bookkeeping menu at the left panel and select Transactions, then Bank transactions.
Choose Link account.
Search for your bank and select it. Then, copy the URL listed for your bank.
Sign in to your bank or credit card's website using the copied URL.

If you can sign in, it's a good sign that there isn't a major issue. Then, check the following:

Check your account for messages, notifications, or alerts.
Look for any display issues as you navigate the website. These can block QuickBooks from downloading new transactions.
Check your bank’s website for any announcements about new security requirements.

Once everything looks good, you have to visit QuickBooks again and manually update your transaction. This updates all your connected bank and credit card accounts. The number of transactions in each account tile will increase if QuickBooks downloads new transactions.

Lastly, you may refer to this article if you need help in categorizing your entries by matching or adding them to avoid double transactions: Categorize and match online bank transactions in QuickBooks Online.

I've got your back if you have more questions about managing your banking transactions in QuickBooks Online. Take care and have a great day, GoinGaming and GoinGaming. Have a great day!

N

Nicole2023

Anyone get a fix? I'm having the same issue

AlcaeusF

Level 14

Hello there, Nicole.

Thanks for joining this conversation. I'm here to help ensure you can download your bank transactions in QuickBooks Online (QBO).

May I know what financial institution (FI) you've connected to QBO? Did you get any error messages? Any additional information will help me provide the best resolution.

In the meantime, aside from what my colleague ChristieAnn mentioned above, let's manually upload your bank transactions as a workaround. To do this, you'll need to download them from your bank's website first. Here's how:

Sign in to your bank or credit card's website.
Follow your bank's instructions for how to download CSV files of your transactions to your computer.
Check the date range for the download. It should be at least one day before the date of your oldest transaction.
Download your transactions. Save the file somewhere you can easily find it, like your computer's desktop.

After that, you can now proceed with uploading them to your QBO. You can refer to this article for the detailed steps on how to do it: Manually upload transactions into QuickBooks Online.

Once everything is good, you'll need to review and categorize them. You can check out this article for the detailed steps on how to do it: Categorize and match online bank transactions in QuickBooks Online.

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

Please leave a comment below if you have more questions about this or anything else. I'm more than willing to assist. Stay safe.

T

tcconcierge

Same thing happening to me. No new transactions for a month yet the update connects with my bank.

M

MirriamM

QuickBooks Team

Hello there, @tcconcierge.

I want to ensure you get the help you need with your banking concern in QuickBooks Online (QBO).

To make sure we're on the same page, can you verify the name of the bank account encountering an issue? Any additional information will get us closer to the resolution and check if there's an open investigation about this. Any extra information is appreciated.

We're looking forward to hearing from you. Have a great day!

T

tcconcierge

Wings financial credit union

katelynner

Answer

Community Manager

When some of your accounts at a bank keep downloading transactions normally while others stop, even though they all use the same login, the cause is usually something specific to those particular accounts on your bank's side, not a break in your overall QuickBooks connection.

Check your bank's website directly

Go to Bookkeeping, then Transactions, then Bank transactions.
Select Link account.
Search for your bank and select it, then copy the URL listed for it.
Sign in to your bank's website using that copied URL.

If you can sign in without any errors, check for messages, notifications, or alerts on the affected accounts specifically, and look for any display issues as you browse. Also check for any announcements about new security requirements on your bank's site. These can silently block new transactions from reaching QuickBooks even when the account still shows the correct balance.

Run a manual update

Once everything looks clear on your bank's side, go back to QuickBooks and manually update your transactions. This refreshes all your connected accounts, and you'll see the transaction count increase on any account tile where new transactions came through.

If the accounts still aren't updating, you can upload transactions manually as a bridge

Sign in to your bank's website and download your transactions as a CSV file, using a date range that starts at least one day before your oldest missing transaction.
In QuickBooks, upload that file to bring the missing transactions in while you continue troubleshooting the live connection.

Afterward, review and categorize the transactions you've brought in, whether through the live connection or a manual upload, so they post to the right accounts and you avoid duplicates.

For more information on these processes, check out these resources:

Are you receiving any specific error codes on the accounts that aren’t updating? If so, let us know and we can get you lined out with next steps.

Check your bank's website directly

Run a manual update

If the accounts still aren't updating, you can upload transactions manually as a bridge

Check your bank's website directly

Run a manual update

If the accounts still aren't updating, you can upload transactions manually as a bridge

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