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When I refresh a linked bank account it is 4 days behind. How do I fix this?
Hello there, mark2100.
Let me share some insights on how online banking works in QBO.
Your financial institution controls how and when the transactions are sent/received by QuickBooks Online. Once there are available transactions, the program downloads them on a nightly basis.
If you've noticed that you're no longer getting the latest available transactions, you can manually update your bank connection. Just follow the steps below:
If the issue persists, I'd recommend opening your QuickBooks account in a private window to further isolate the issue. There are times that stored cache and cookies in the browser cause sync issues and delays in the program. There are the shortcut keys:
If the transactions are now showing, you'll have to return to your main browser and clear the cache. This deletes the junk files and enhances your browsing experience. Switching to other supported browsers can also help fix the problem.
Lastly, here are some resources interviewing will guide you in reviewing the downloaded bank transactions: Categorise and match online bank transactions in QuickBooks Online.
Be sure to tap me if you need more help in managing your bank accounts and transactions. Have a great day!
Hi mark2100,
Thanks for your response. If you're doing a manual update, bank transactions will be automatically downloaded and if a transaction is already added in QuickBooks Online, you can exclude it to avoid duplicate entries.
Here's how:
For your reference, you can also check on this article: How to remove duplicate bank transactions in QuickBooks Online.
Feel free to drop a comment below if you need further assistance. Have a great day!
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