Our bank connection never imported our transactions
No transactions from your bank yet? It usually takes 15-20 min to upload your transactions. However, some banks take longer up to 24 - 36 hours for the initial download from your bank to complete.
We don't recommend you disconnect and try again as this could prolong the initial import time. If you are still having trouble linking, please contact our support team at firstname.lastname@example.org
How to Manually Import Bank Transactions
If you are having issues syncing your bank account or need to manually upload your transactions, follow these steps. Step 1: Create A Bank Account To manually import a list of transactions from your bank, start by selecting Add new account in the ...
Manually Importing Transactions
Important Note: The easiest and quickest way to track your transactions, especially around the Paycheck Protection Program (PPP) loan forgiveness is to link your bank/credit card accounts. However, if you prefer not to sync your account, the ...
How to Delete Bank Transactions
Sometimes you need to remove bank transactions from your list of transactions. This could be because you had a duplicate transaction, a transaction bounced, or it was entered incorrectly. Here is how you can delete a bank transaction in a few simple ...
How to Link Your Bank Account
Lendio's Software Solution can do many accounting tasks for you without being linked to your bank account, the true utility comes when you do make the connection. This enables an automated bookkeeping ledger that stays in sync with your bank account, ...
Transactions not appearing in Sunrise
If a you've connected your account, but no transactions are appearing in Sunrise. Here are some steps to consider: A couple of questions Have you confirmed that your bank is on our list of supported banks? ...