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April 8, 2021
Question

We update the bank with OTP but still not getting latest transaction.

  • April 8, 2021
  • 1 reply
  • 4 views
No text available

1 reply

Moderator
April 8, 2021

Hi @nixitt,

 

You have several options whenever you're unable to download your bank transactions from within QuickBooks Online (QBO).

 

The first thing I can suggest is to manually update your online bank. 

 

Here's how:

 

  1. Click the Transactions tab.
  2. On the Banking tab, select Update.

See this article for other troubleshooting steps available for you in this type of situation: What to do if you get a bank error or can't download transactions in QuickBooks Online. Scroll down and look for Step 2: Check your bank or credit card's website to continue. 

 

In case you need to import your bank transactions to your QBO company, follow the steps in this article: Manually upload transactions into QuickBooks Online. You usually go through this process if you have missing transactions you want to include in your QBO bank account, or if you need to import historical transactions.

 

Let me know in the comments below if you have other concerns with your online bank connection in QBO. I'll take care of it for you.