cancel
Showing results for 
Search instead for 
Did you mean: 
jindabyneglass
Level 1

Why are bank updates always a few days behind

 
9 Comments 9
IntuitAika
Intuit

Why are bank updates always a few days behind

Hi jindabyneglass,

 

Thanks for posting in the Community! For direct feed connection, transactions are downloaded in QuickBooks Online after a transaction has been processed by the bank, they are sent to QuickBooks the following weeknight. On the other hand, for standard feed connection, transactions are downloaded in QuickBooks on a daily basis. 

 

If downloads seem stuck, we can refresh your feed to download new transactions. Here's how:

 

  1. Go to Bookkeeping, select Transactions, then select Bank transactions.
  2. Select Refresh.

 

Also, if you've recently updated your bank's login credentials, you'll need to update that info in QuickBooks Online. To do that:

 

  1. Go to Bookkeeping, select Transactions, then select Bank transactions.
  2. Select the tile for the bank account. Then select the Edit ✎ icon.
  3. Select Edit sign-in info.
  4. Update your info as needed.

 

For more detailed information, feel free to check this article: Troubleshoot unknown bank errors.  In any case there's still a delay on your bank feed downloads, kindly contact our Customer Support Team to further investigate on this.

 

Feel free to post again if you have any other questions, we're here to help you. Have a great day! 

jindabyneglass
Level 1

Why are bank updates always a few days behind

So I've pressed refresh and there are 10 transactions that are on my bank site and aren't downloaded onto quickbooks. Generally a day or two behind. 

SirielJeaB
QuickBooks Team

Why are bank updates always a few days behind

Welcome to the Community! I appreciate you for joining the thread, jinda.

 

I recognize that having sync issues affects your business operations using QuickBooks, jinda. I'd like to know the name of your bank. This will enable us to verify if an investigation into this concern is ongoing. I also advise getting in touch with your bank to find out if there is system maintenance taking place, which possibly affects how quickly your transactions are transferred into QuickBooks.

 

Moreover, sync issues typically occur when your financial institution is performing system maintenance or an update that requires your attention and participation. When downloading transactions, keep in mind that QuickBooks Online (QBO) will rely on the data supplied by your bank. Thus, it will depend on when the bank will provide transactions to QuickBooks. 

 

You may, however, manually upload the ten transactions into QuickBooks as a workaround. Please refer to this article: Manually upload your transactions

 

I've also included the following articles that contain some troubleshooting steps for banking issues:

 

 

We're available 24/7 if you have further questions. Please feel free to click the Reply button below. Take care, jinda.

jindabyneglass
Level 1

Why are bank updates always a few days behind

So it's a problem from my bank not sending an up to date feed.

jindabyneglass
Level 1

Why are bank updates always a few days behind

I don't have book keeping so this is hard to do.

jindabyneglass
Level 1

Why are bank updates always a few days behind

westpac and national banks

It's not a maintenance thing it is always for 5 years.

IntuitSheila
Level 8

Why are bank updates always a few days behind

Hi jindabyneglass,

 

Thanks for getting back to us. As mentioned by my colleague above,  when downloading transactions, please know that QuickBooks Online will rely on the data supplied by your bank. Thus, it will depend on when the bank will provide transactions to QuickBooks. Let's update your bank info in QuickBooks:

 

  1. Go to Bookkeeping or Banking tab select Transactions, then select Bank transactions.
  2. Select the tile for the bank account. Then select the Edit ✎ icon.
  3. Select Edit sign-in info.
  4. Update your info as needed.

 

If you have done all the troubleshooting steps above and the bank feeds still not downloading in QuickBooks. I would recommend contacting our Customer Care Team. That way, they can check your account connection and escalate it to our banking team.

 

Please let me know if you have any additional questions. I'm always willing to assist.

 

 

jindabyneglass
Level 1

Why are bank updates always a few days behind

I am going to ask the bank when they provide the data and if it is delayed for some reason.

Is there a technical name for the data supplied to quickbooks.

IntuitSheila
Level 8

Why are bank updates always a few days behind

Hi jindabyneglass,

 

There's no technical name for the data or bank feed supplied to QuickBooks. I think it is best to contact our Customer Care Team for this and not your bank. That way, they can further check the account connection with our banking engineers. 

 

1. Sign in to your QuickBooks Online company.
2. Select Help (?).
3. In QB Assistant, enter the topic you need help with. You can also enter questions.
4. Select Contact Us to connect with a live support agent.
5. Choose a way to connect with us:

  • Start a chat with a support expert. Live chat M-F, 8:00 AM to 10:00 PM and S-S, 8:00 AM to 8:00 PM, AEDT.
  • Call us. M-F, 8:30 AM to 6:30 PM, AEDT.

Also, you can check this link to learn more about Troubleshoot unknown bank and transaction errors.

 

Feel free to reply to this thread if you have further concerns. I am around to help you.