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sales248
Level 1

Bank update not working

 
6 Comments
LieraMarie_A
QuickBooks Team

Bank update not working

I'm here to ensure you get the most updated transactions, @sales248.

 

What is the bank you have connected to your QuickBooks account? If you're getting the same result after updating, I'd suggest checking the bank's website to check if their website is undergoing maintenance or have server issues.

 

  1. Sign in to your bank or credit card's website. If you can't sign in, reach out to your bank or credit card company about the next steps.
  2. Look for any messages, notifications, or alerts. These should tell you if something isn't working.
  3. Review your account pages, account history, and transactions. If you can't see these, there may be connection issues.

 

If everything looks good, go back to QuickBooks and update your bank again.

 

Also, if you've recently updated anything on your bank’s website, update that info in QuickBooks as well. For the detailed steps, proceed to Step 3 in this article: What to if you can't download transactions.

 

If none of these works, I suggest contacting our Customer Care Team support. They can further investigate why your bank is not downloading transactions since April 30, 2021.

 

In the meantime, you can manually upload your transactions into QuickBooks Online using a CSV file to make sure your transactions are up-to-date.

 

Keep me posted if you need further assistance with updating your bank. I'm determined to help you succeed.

fairfield-impex
Level 3

Bank update not working

I have a similar issue where some of my bank accounts are not updating.  Rest of the accounts from the same bank are updating. I am getting error 

Something isn't working

Sorry, we can't update your account. Please wait a few hours and try updating again (14).
 
As a result of this I am unable to do my BAS. 
 
My gut feel is that since I chose to do direct feed based on your suggestion, neither the direct feed work nor the update is occurring even after I canceled the direct feed.   Only goes to explain the fragile nature of your application.   I am really frustrated.  I have sought help on the phone and nothing has been done even after 4 days. 
DivinaMercy_N
QuickBooks Team

Bank update not working

Thanks for joining us here in the Community, @fairfield-impex.

 

Let’s take a few troubleshooting steps to help fix this error so we can get you back in working order.

 

To start, let's access your QuickBooks Online (QBO) account using a private window. This is to determine if it's a browser-related issue. Private mode prevents storing cache and web history to avoid issues when running websites. Below are the shortcut keys you can use:

  • Google Chrome: press Ctrl + Shift + N 
  • Mozilla Firefox: press Ctrl + Shift + P
  • Microsoft Edge: press Ctrl + Shift + P
  • Safari: press Command + Shift + N

 

Once singed in, manually update your bank account in the Banking tab. This will refresh your bank connection and will allow new transactions to sync in. Here's how:

  1. Navigate to the Banking or Transactions menu.
  2. Select the Banking tab.
  3. Choose the bank you need to update. 
  4. Click Update.

 

If it works, you have to clear your browser's cache to have a clean slate. Then, do back to your regular browser to perform your task again. If not, I recommend using another supported browser. It could be that your current browser has a temporary issue with QuickBooks. 

 

However, if the issue persists, I suggest reaching out to our Customer Care team. This way, they can conduct a formal investigation about the cause of the error and provide additional steps to fix it. 

 

You can also manually upload transactions from your bank using a CSV file. Please, refer to this article for the detailed guide: Manually upload transactions into QuickBooks Online.

 

Then, to ensure that the transactions belong to the correct account, you have to categorise and match them in QuickBooks. 

 

Finally, to guarantee that your bank balance and QuickBooks are matched, you need to reconcile your transactions regularly. 

 

If there’s anything else I can do to assist you with updating your bank in QBO, please post a reply below. I’m always available to help if you ever need one.

fairfield-impex
Level 3

Bank update not working

Thanks a lot.  I have tried incognito and used MS Edge browser and issue still persists.  If then I end up with Customer care then I am at square one as they have not come back to me or given any update. 

AlexV
QuickBooks Team

Bank update not working

Hi fairfield-impex!

 

I understand that you need to fix this issue. If I have enough tools, I'll do it myself.

 

What I can suggest is you reach out to our Support Team again. They can conduct further investigation to see what's really causing this error.

  1. Click the (?) Help icon and enter Talk to a human (then type it again when prompted).
  2. When asked by the bot, enter "Banking".
  3. Select I still need a human, then proceed with Contact us or Get help from a human.
  4. Choose either Chat or Callback.

 

For other banking concerns, you may check this link: QBO Banking and transactions.

 

Keep on posting here if you need more help. Have a great day!

fairfield-impex
Level 3

Bank update not working

I have done everything possible but to no avail.  They say they have fixed but when I show them online using smart look, they see it for themselves that it is not fixed.  I am late for for my BAS.