It's just so expensive, not anywhere comparable to their own desktop product. I don't get it, and I won't be buying it. The reason why I considered not upgrading QuickBooks for Mac is because the only feature I would lose that I use is the easy syncing with my bank and credit card accounts. And I was told that I could do that manually. I use QB for very basic bookkeeping, no payroll. I actually do enter all of my transactions manually.
I could do that manually just by looking at the online statements and then click the checkmarks. Glad to have you here, Electrician! These two checkmarks are associated with your online banking transactions. I'm here to share a few insights about this. To start, the Bold checkmark is for transactions that have been cleared or posted in your bank. While the Thin checkmark is for transactions with corresponding matching transactions in your bank register.
Feel free to leave a comment below if you have any other questions. I'll be always around to lend you a helping hand. When using Online banking, the thin checkmark shows up when the transaction has posted in the bank or CC company.
But you mentioned that is the bold one? You also mentioned that the thin one was when the transaction matched the bank register. I am a little confused about this too. The checkmarks I am speaking of are in the register. Allow me to barge in to this trend. Below are the steps how to manually upload bank transactions in your QuickBooks for Mac. I've got you an article as a reference: Set up and use Online Banking Mac.
Older versions of QuickBooks for Mac has the possibility of getting error when importing. QBO files. You might want to upgrade to continue using this feature. Manually checking the entries will show bold marks. While the thin ones are for matched bank transactions from the online banking window. I have always clicked on Online Banking which opens up the Downloaded Transaction window along with the register for my credit card and checking account. In those registers is where I see the thin or bold check marks.
When a downloaded transaction matches what I already entered, it gives a thin checkmark int he register. After I reconcile the account, it makes them all bold. On a side note, once your year version looses support you will no longer be able to import.
So if I am going to check the transactions manually maybe once or twice a week , which checkmark should I use? Oh, so if I were to manually match the transactions listed int he register with what I see on the bank's website maybe once or twice a week I should do that thru the reconcile feature? Adding a thin checkmark in the register is the wrong way to do it? For the last 6 years I have only used it after Online Banking has caught up to all of the transactions I have entered.
I would just open Reconcile, enter the total in the account, and it would make all the checkmarks bold lol. On a similar topic: I had to upgrade to QB Desktop Premier for Windows, and when I go to manually import my banking transactions it asks me to choose a bank. Unfortunately the bank I've been using for the past 4 years is not an option. I can create a new bank,but that doesn't make sense. Thanks for joining the thread, Pfarhadieh,. To further isolate the issue, kindly check if the status of the bank account is inactive.
Here's how:. Once done, try to import bank transactions again. However, if it still not allow you to choose the bank, then you can create new bank account then merge it after. To help you get started, here are some articles that you can check out about another way of importing bank transactions:. I had to Merge the accounts as the original account was still active.
You can resolve the issue by deactivating online banking first and then merging the accounts. Before performing the following processes, make sure there are no active statements in the Online Bank Feeds.
Next, open the accounts and merge them again. For further guidance, check out the Merge Accounts, Customers, and Vendors article. Let me know if you run into any hurdles while following these steps. There are different steps to fix your issue depending on the factor mentioned above. Once you downloaded your transactions inside QuickBooks, you can add and categorize them so it will be counted in your books.
I know why my bank balances are different, there are transactions at the bank that have not downloaded to QB yet. And when I push the "Update" button, those transactions do not download. My question is why are there transactions at the bank, that appear in the bank account, but do not download to QB when you push the "Update" button even though the balance is updated correctly? How do you get transactions to download properly?
Let me share with you some information on why bank transactions aren't updating, rasmaninottawa. Normally, when your bank updates seem stuck, manually updating the transactions is always our alternative. Can I have the name of your bank so we can check if there any reported issues? Moreover, you'll want to sign in to your bank's website to check if there are issues on your bank's end. However, if you're still getting the issue, I suggest contacting our support team to investigate this further.
They have the tools to pull up your account in a secure environment. In addition, once you're done with the update, you can add and match bank transactions in QuickBooks Online. Fill me in if there's anything else that you want about updating a bank.
As always, you can always count on us to help you if you have any other concerns. We use Royal Bank and our login requires an additional security question be answered, there are 3 that come up at random. Thanks for the quick reply and for providing the banks name, rasmaninottawa.
I've checked our reports, and it seems that there isn't an open investigation with your specific bank.
Sometimes, a browser full of cache and temp files can cause missing transactions even if the balance is correct. With this, I'd suggest doing a fundamental troubleshooting action. To start, access your account via incognito. This browse won't gather any browsing history. From there, re-check the bank transactions if it's already showing up.
If that works, please go back to your regular browsers, then clear the cache to sweep the slate. You can also use other supported browsers as an alternative. If the issue persists, I'd recommend re-entering your bank account sign-in information in QBO to refresh the connection. Also, to ensure the credentials wouldn't prevent from accessing the transactions.
Re-tap the Update button on the right pane. Once you've already seen the recent data, you can now categorize it to avoid duplicates. You can refer to the articles presented by my colleague above. I've also added articles about balancing accounts, accessing financial reports, and other relevant topics. Let me know how the troubleshooting goes by leaving a reply below. I'm here to help you with this matter.
Keep safe. If your bank supports SlickConnect, utilize the trial period of it to isolate the issue. I have tried all of those things and nothing works to get the most recent transaction s loaded into QB, I have to wait a few days.
Despite the fact that QB has the correct balance "in the bank". The different between the QB balance and the bank balance is the transaction that has not yet transferred from the bank to QB. QB clearly is able to access the bank account because it gets the current balance. It simply is not retrieving the transactions. You can download and import your transactions using the WebConnect feature. This feature allows you to upload transactions for more than 90 days.
For other recommended steps, check out this article: Manually upload transactions into QuickBooks Online. You might find the following articles helpful about adding and matching transactions in QuickBooks Online:. Please touch base with me here for all of your QuickBooks needs, I'm always happy to help. Have a great day.
I'm here to help you with get back on track with updating your bank transactions in QuickBooks Online. Before that, I'd like to know if you've encountered any error messages when trying to update it manually? If you haven't tried it yet, I can show you the way. Click on the Update button to refresh the connection of your bank feeds between QuickBooks Online and your Bank. Now, you can check if you've seen any new transactions.
If there are no transactions that was added, you may want to consider updating your bank's sign in info in QuickBooks.
Simply locate the tile that has your Bank's name and click on Edit sign in info. This is how it looks like:. If you didn't make any changes with your bank credentials, you may contact our Customer Care Team to verify if this is a bank issue.
You can contact them by clicking? Help button and entering your concern. Then, choose to speak to a human. Also, you may want to check the support hours to see the most convenient time for you to ask live support. To know more details on how to fix bank issues, you can check out this article: What to do if you get a bank error or can't download transactions in QuickBooks Online. I have tried all of the suggestions to get my Credit Card account to update but none have worked.
I have 4 accounts with the same bank Capital One 3 of the 4 are updating but the Visa account stopped updating about 2 weeks ago. The account says it is connected. I have copied the url and it is correct and I can log in outside of QBO. At this time, I'd recommend reaching out to our Phone Support team.
One of our agents there can do a screen-share with you and verify what causes the bank account to not update. From there, they can also let our engineers know about it and they can open an investigation. Here's how to contact them:. Once everything's fine, you can categorize and match the transactions. I've added these links as your references:.
I am having the same problem not being able to download banking transactions. I get an error Any help? When encountering bank error , you'll want to perform some troubleshooting. You can find detailed steps in MorganB's post. If you perform each of our recommended processes and you're still unable to download your transactions, I'd recommend getting in touch with our Customer Care team.
They'll be able to pull up your account in a secure environment, conduct further research, and create an investigation ticket if necessary. Be sure to review their support hours so you'll know when agents are available. Enter a search word. Turn off suggestions. Enter a user name or rank. Turn on suggestions. Showing results for.
Search instead for. Did you mean:. Connect with and learn from others in the QuickBooks Community. Join now. Level 1. Why will my Quickbooks Account not update my banking information? Labels: QuickBooks Online. Reply Join the conversation. Back to Top Q: When connecting Quicken to my account, how much account history will I be able to view? A: For eligible deposit accounts, like checking or savings, you may download up to sixty 60 calendar days preceding the date of request Back to Top Q: What version of Quicken can I use to connect to TD Bank Online Banking?
A: Intuit supports the current and two previous versions of Quicken software. This support includes the ability to use Direct Connect to download messages and transactions directly from Online Banking. Get more information. A: To deactivate a closed account follow these steps. From the tool bar, select Tools and Account List.
Select the account you want to deactivate, then click Edit. From the Account Details window select Online Services. Select Remove from One Step Update. Confirm your selection by clicking Yes to disable. Select Deactivate Online Payment and then click Yes to disable. Back to Top Q: What do the Quicken error message codes mean? A: OL and A OL is one of several general errors related to connecting to the system that occur for a number of reasons, including regularly scheduled maintenance, high traffic, stock market hours or an unexpected outage.
From the tool bar, select Tools. Select One Step Update Summary. If you continue to get this error, you should verify your user name. To verify your user name: Log into Online Banking and open the Tools tab. From the Account List, select the account and click Edit. Verify that the user name displayed under the General Information Tab is correct. If the user name is correct, confirm that TD Bank Online Banking is listed as your financial institution and that you have entered your account information account number and routing number correctly.
OL For security, your account is locked if you incorrectly enter your password multiple times. You cannot access your account until it is unlocked. Please contact TD Bank at for assistance with unlocking your account. OL A and B This error may occur for any of the following reasons: The Quicken account has incorrect account information or is hidden.
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