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NEETZOTZOFFICE
Level 1

Quickbooks Banking not updating

For the last 5 months, my Bank Balance and transactions are not updating. 

An orange Exclamation Mark shows instead of the Green tick. even when i press the manual 'update' button, nothing happens.

i have seen a suggestion about changing login details, but when i press 'edit' next to my bank account details, it only gives me one option - edit account info (see pic)

 

1 Comment 1
Charies_M
Moderator

Quickbooks Banking not updating

Let's make sure you're able to update your banking in QuickBooks Online (QBO) successfully, NEETZOTZOFFICE.

 

The orange exclamation point shown in the bank account means that QuickBooks is unable to connect to your bank's website due to maintenance or security update. And with this, QuickBooks is unable to retrieve transactions from your bank.

 

I'll be sharing a few possible ways to fix this. The first solution is to manually update the card by clicking the Update button. This will help refresh the connection between your bank and QuickBooks.

 

Here's how:

  1. o to the Banking tab.
  2. Select the bank account and click Update.
  3. If prompted, enter your Multi-Factor Authentication (MFA) credentials and select Continue update.
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The second one is your password needs to be changed. Many banks require you to change your password every so often.

 

To do this, go to the Banking Center, click on the pencil icon at the top right of the account tile. Then, click Edit sign-in info.

 

I've also included an article that will guide you in categorizing and matching your online bank transactions in QuickBooks Online.

 

In case you need references while working with QuickBooks in the future, you can also read the topics from our help articles as your guides.

 

The Community is always open here to help you, so please don't hesitate to visit us again if you need assistance in managing your bank transactions. Have a good one.