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June 20, 2023
Question

How do I keep SALES and EXPENSES boxes updated? I have manually updated both multiple times to give me the correct data but it will not stay updated.

  • June 20, 2023
  • 1 reply
  • 3 views
No text available

1 reply

DHeraV
Moderator
June 20, 2023

I appreciate you taking the time to post your concern here. Know that we only wish you to experience the best kind of service while using the program.

 

Before anything else, are you referring to your bank feeds? If so, I have here some information to share about your concern. QuickBooks Online (QBO) will automatically download the latest available transactions around 10 PM PT every night. Although, some banks may take a little longer. 

If it takes too long on your end, I recommend manually updating your bank feeds. Here's how:

 

  1. In your QBO account, go to the Banking tab, then select Banking.
  2. Click on Update.

 

Moreover, I'll also share this article that can serve as your reference to learn how to review downloaded bank and credit card transactions and put them in the correct accounts: Categorize and match online bank transactions in QuickBooks Online.


If you meant something else, feel free to leave a reply if you have additional QuickBooks-related queries. The Community team always has your back. Have a good one.

June 28, 2023

No, that was not the issue at all.  But that was good information.  For 8 consecutive days the box for "Sales" and the box for "Expenses" would not stay updated.  The box that had bank and credit card balance info was keeping updated properly. The problem has fixed itself.