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J
jandjmurrayenter
November 20, 2019
Question

Can I still download bank transactions after choosing to set up direct feed?

  • November 20, 2019
  • 1 reply
  • 6 views
No text available

1 reply

JasroV
JasroV
Level 8
November 20, 2019

Yes, you can, @jandjmurrayenter.

 

If you need to get older transactions from your bank, you can upload them manually. let me guide you how.

 

In your QuickBooks Online (QBO) account:

  1. Go to the Banking menu.
  2. Select the Banking tab.
  3. Select the bank you want to upload transactions.
  4. Select File upload from the Update drop-down menu.

Here's an article you can read for more details (read Step 4): Manually Upload Transactions into QuickBooks Online.

 

Once done, all your downloaded transactions will go to the For Review tab. Make sure to review them to avoid any duplicated transactions. 

 

I also encourage you to reach out to your accountant for further advice. This way, you'll be guided accordingly on recording them.

 

Also, I've got you this helpful article that can help guide you in reconciling your account in QBO: 

Reconcile Accounts.

 

Don't hesitate to leave a comment below if you need further assistant. I'm always here to help.

J
jandjmurrayenterAuthor
November 21, 2019

Thank you JasroV for your help but I'm sorry I cannot follow any of those instructions.

When I go to my bank as you instruct to select upload I merely get a message saying I cannot connect because "direct feeds is pending". This is why I asked the question.

I read the article you linked. It first says go to accounting and record the date of the oldest transaction, but I don't have any transactions entered. I logged into my bank as it suggests, it recommends using the QBO format but it only offers csv and qif. The csv is a real mess when I open it. the qif is a little better but it would take a long time to cut and paste to create the few columns required.

I am getting SOoo frustrated. I wish I had never opted for direct feeds because now I find I am totally unable to use the program, presumably until I wait 2 weeks for the direct feed to be approved. By then I will have passed the time when I needed to generate the end of month invoices and I have no transaction in the program!

Sorry but I really don't know what to do. I think I will just start adding them all manually. It would take less time than trying to work all this out.

I just hope it will all come together for me once the direct feeds starts.

Thank you again,

a frustrated Jann

Rebecca_A Product Champion
Rebecca_A Product Champion
November 21, 2019

Hi Jann, 

 

I'm sorry that you've been having so much trouble getting your transactions imported. The Direct Feed should absolutely help with this in the future. 

 

Feel free to give one of our Customer Success Representatives a call as they will be able to walk you through the process by following these steps:

 

  1. In your QuickBooks Online, click the Help menu in the upper-right corner.
  2. On the Search tab, click an article and select Contact us at the bottom. Then, enter the details of your concern.
  3. Choose how you would like to connect with them: either via Callback or Chat.

 

Please check this article for our support hours: Get help with QuickBooks products and services.

 

Please feel free to reach out if you have any other questions. 

 

Rebecca 

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