How to download Bank Transaction in QuickBooks Online

We are using QuickBooks Online and we would want to download the bank transactions. Can anyone tell us how to do it?

Asked on August 6, 2018 in Banking.
1 Answer(s)

As per your question there could be several reasons why your QuickBooks online is unable to update bank transactions. It may happen due to a connection issue between your QuickBooks and the bank. Before proceeding the further troubleshooting, we can try to update the transaction manually. See how:

  • Login to your QB online account.
  • On left panel click on Banking.
  • Choose your bank account.
  • Click on Update button.

We have another way of uploading the transactions manually. We can download the transactions from your bank in CSV or QBO format.

For QuickBooks Desktop

We need to follow the same procedure for QuickBooks Desktop as well. We just nee to ensure if we are still connected with bank to download the transactions automatically.

For that, you can go chart of accounts and check your bank if you see a bolt sign next to your bank it means it is set up with your bank or you can right-click on your bank and click on edit details. Check if it setup with online services or not.

You also need to ensure a few things:

  • Check if your QuickBooks Desktop is up to date with the latest release.
  • Please ensure your security software is not interrupting the download.
  • Check if you are able to update the transactions manually

Adding your Bank:

  • Go to bank feeds center
  • Check if your bank is available on the left panel.
  • If not then please click on add and select the correct bank accordingly.
  • Enter your bank login ID and password to sign in.
  • Once this setup is done, you will be able to download the transactions.
Answered on August 7, 2018.

Your Answer

By posting your answer, you agree to the privacy policy and terms of service.