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SMC6
Level 1

Bank feeds not updating

Is anyone else having problems with bank feeds not automatically updating?

Using QBO, linked to two Westpac Accounts.

Has been working previously Ok with no changes my side..  After pressing Update, I get no error messages and the green tick that says "updated moments ago" but no transactions newer than 1 week and balances are a week old..   Tried 2 different browsers, deleting all cache entries.  This has happened before and seems to fix itself, but to me the automatic update bank feed seems very unreliable.  I want to focus on my business, not on quickbooks and won't take much longer before I tell my bookkeeper to port me across to Xero to try that..

2 Comments 2
ChristieAnn
QuickBooks Team

Bank feeds not updating

Hi there, SMC6.

 

Thank you for visiting again the QuickBooks Community. I appreciate you for performing the troubleshooting steps to fix the issue about bank feeds not updating. With this, I'll ensure to provide another instruction so you're able to sort it out.

 

Since you get the same result after pressing the Update button, I suggest signing in to your bank’s website to check if there's ongoing maintenance. Not being able to sync bank entries to QuickBooks usually happens when there's an issue on the bank's end.

 

Here's how:

 

  1. Go to the Banking menu.
  2. Choose Link account. Please note that you won’t add an account, you just need the listed URL.
  3. Search for your bank and select it.
  4. Copy the URL listed for your bank.
  5. Sign in to your bank or credit card's website using the copied URL.

 

If you can sign in, it's a good sign that there isn't a major issue. Then, check the following:

 

  1. Review your account for messages, notifications, or alerts.
  2. Look for any display issues as you navigate the website. These can block QuickBooks from downloading new transactions.
  3. Check your bank’s website for any notifications about new security requirements.

 

If everything is good and the issue continues to occur, I recommend following the additional solutions found in this article and go directly to steps 3 and 4: What to do if you get a bank error or can't download transactions in QuickBooks Online.

 

If the problem persists, you'll have to contact our QuickBooks Support Team. They have the tools to pull up your account and investigate the cause of the issue. 

 

For now, you have the option to manually import those transactions that are missing so these will add to your online banking. You can click this article to view the detailed steps on how to perform the process: Manually upload transactions into QuickBooks Online.

 

Please refer to this article to see information on how you can reconcile your accounts so they always match your bank and credit card statements to avoid discrepancies: Reconcile an account in QuickBooks Online.

 

Don't hesitate to post again if you have additional queries about connecting or updating your bank in QuickBooks Online. I'm always here to help.

SMC6
Level 1

Bank feeds not updating

Thanks ,

I shall have to call the Support Team.

I had already tried the tips mentioned.  Also, your steps 3 and 4 mentioned below do not seem accurate to QBO?:

If everything is good and the issue continues to occur, I recommend following the additional solutions found in this article and go directly to steps 3 and 4: What to do if you get a bank error or can't download transactions in QuickBooks Online.

I.e. when I select the account tile and select the edit pencil, it states "edit account info", relating to the QB account type information etc,  not edit sign-in info or credentials.  I could not see anywhere to "edit sign in info".  Can you please check to see if the tips are still relevant to the latest QB Online?

  1. Go to the Banking menu or Transactions menu.
  2. Go to the Banking tab.
  3. Select the tile for the bank account. Then select the Edit ✎ icon.
  4. Select Edit sign-in info.

Alternatively, point me to where the Edit Sign in info is, but I suspect if sign-in info was wrong, QB should throw an exception or give an error saying so..