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H3lpm3pls
Level 1

Direct Bank Feed not Updating

Hi.  I have a direct bank feed linked account with the bank.  QB has been updating it without issues for months.  Now I have a red "i" in a circle with a "needs attention" statement and the feed has not updated for a week now.  All other accounts update or refresh no worries.  I have gone into the Manage My Linked Accounts section and everything seems ok.  

Any ideas on this would be great.  I can't seem to get any further information from the software.

5 Comments 5
JenoP
Moderator

Direct Bank Feed not Updating

I'd be glad to join you here and help you resolve the banking issue, H3lpm3pls.

   

Can you tell also us if there's a code that comes with the message in your Online Banking section? This is for us to check if there's an alert coming from your bank and make sure we're giving you the right information to sort this out.

 

In the meantime, let me share some steps to check if this is caused by a browser issue. 

 

If you have a different browser, use it to update your Online Banking. You can also switch to an incognito or private browsing session while downloading transactions. Use these keyboard shortcuts to start an incognito or private browsing session: 

 

  • Ctrl + Shift + N  for Google Chrome
  • Ctrl + Shift + P for Firefox
  • Control + Option +P if you're using Safari
  • Ctrl + Shift + P for Microsoft Edge

 

After logging back in, follow these steps on how to manually update the bank:

 

  1. Go to the Transactions menu, then select Banking.
  2. Click Update.

 

If new transactions are being downloaded, go back to the regular browsing session and delete your temporary internet files. Here's an article as a guide: Clear Cache And Cookies To Fix Issues When Using QuickBooks Online.

 

Feel free to check out and save these articles in case you might need more references when managing your banking transactions:

 

 

Don't hesitate to come back here and share updates or ask follow-up questions as well. We're always here to make sure everything is working out. 

H3lpm3pls
Level 1

Direct Bank Feed not Updating

Thank you for your reply. 

No codes have been presented for the issue.  Out of four accounts with direct bank feeds, only one is not updating.  It is a red circle with red i inside saying it needs attention or a solid orange circle with an i inside it with the date of the last update.  It doesn't give me anything further than that.  I have checked online with the bank security settings and feeds and found nothing out of the ordinary.  I wish there was a code, but it is just an information alert type thing.  I just want it to get the direct feed again.  I am at a loss on how to rectify this.

JessT
Moderator

Direct Bank Feed not Updating

Thanks for the update, H3lpm3pls.

 

I would also suggest checking your account's setting for this, but since you’ve already done that, I’ll let you contact our QBO Support. This way, they get your account details in a more secure environment and use more tools to investigate this.

 

I can check if there's an issue with the bank though, but either way, I'll still let you contact them so they can link your account to an open ticket if there is. They are open from 8:00 AM - 10:00 PM AEDT Mon-Fri, and 8:00 AM-8:00 PM AEDT Sat-Sun.

 

  1. Click on Help and click the Search tab.
  2. Click Contact Us at the bottom.
  3. Enter something like banking issue and click Continue.
  4. Choose Start a chat or Get a callback.

 

In the meantime, you can consider uploading your transactions.

 

Please don't hesitate to reach back out if you have other concerns. Take care and enjoy your weekend!

Michael Barrett
Level 1

Direct Bank Feed not Updating

Hi,

I have been using quickbooks online for about 3 years without issue.

I am also getting the message that the bank acc has an issue and I have discussed it with my bank.

( BANKWEST) here in Australia.

They inform me that quckbooks has been banned from their system as they are a third party to Bankwest and as such can not be allowed access to customer accounts.

This has happened before and they re instated it.

This time The Bank have informed me that quickbooks will NOT be reinstated at bankwest.

My solution is change banks. ANZ Bank advise that quickbooks is supported by them.

I am off to ANZ as soon as they open this morning 16.4.23

Michael Barrett.

IntuitAika
Intuit

Direct Bank Feed not Updating

Hi Michael, thanks for sharing the information above. As of the moment, we don't have any further updates yet with Bankwest connection as you've stated above. In the meantime, you can troubleshoot unknown bank errors or manually import your bank transactions.

 

I'd recommend reaching out to our Customer Care Team. That way, one of our team can further check your account in a secure environment and escalate it if necessary.

 

Here's how:

 

1. Go to Help (?)
2. In the Search tab, select Contact Us
3. Enter your question and select Continue
4. Choose a way to connect with us: 

  • Have a chat with a support expert. 
  • Get a callback from the next available expert. 

 

Feel free to post again if you need further assistance with bank feed. I'll be around to help.