Transactions not appearing

By Joshua waldman

Updated 2 months ago

If a user says they have connected there are account but not transactions are appearing.

A couple of questions 

  1. Have you confirmed that your bank is on our list of supported banks? 
  2. How long ago was the connection created? It can take 24-36 hours for transactions to appear; depending on the bank's system. Has it been 36 hours or longer? 
  3. When you look at Accounting  -> Chart of Accounts -> Banks and liquid assets is "Payment Enabled" displaying?
  4. When you go to Bank Accounts  and click on the Reconcile button do you see any transactions 

If the answer to the first three questions is "yes," and the last one is "no" please provide the name of your bank and a ticket will be open with our bank connection team. 

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