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Everything you need to know about banking in QuickBooks Online - Discover more

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Replying to:
KhimG
QuickBooks Team

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Thanks for the update, @Bequality.


The login through the incognito mentioned by my colleague is a process to check if the issue is browser related. Sometimes cache stores up in the system causing problems inside the program.

 

You can load the QBSE site using a private window. Here’s how:

  • Ctrl + Shift + P (Internet Explorer)
  • Command + Shift + N (Safari)
  • Ctrl+ Shift + N (Google Chrome)
  • Ctrl + Shift + P (Mozilla Firefox

Once logged in, verify if the May 2nd transactions are showing on your end. If you continue to get the same result, I recommend updating the bank manually to refresh the connection. Follow the steps below:

  1. Click the Gear icon at the upper right corner of the screen.
  2. Choose Bank Accounts.
  3. Hit the Refresh All button.

For more information about bank feeds, check out this article: Bank Feeds Direct Connect FAQ in QuickBooks Self-Employed.

 

That should get you back up and running in no time.


Keep me updated on how this goes. I’m always here to help should you need anything else. Take care!

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