What is your bank's name? The information we receive during automatic updates is determined by what your bank or financial institution shares with us and how often they send new information. I'm here to help you resolve this, JL.
Some banks send new information every other day, every week, or on some other schedule. You can manually update your bank if the process appears to be stuck. This will trigger the connection issues prompting for automatic updates. To update manually, follow the steps below:
- Go to Transactions and select Bank transactions.
- Select Update.
- If prompted, enter your Multi-Factor Authentication (MFA) credentials and select Continue update. You must enter these credentials within 2 minutes of being prompted. Multi-factor authentication is any security precaution that requests more than a single username and password.
On the other hand, if you continue to experience issues, the problem may be related to your bank. You can sign in to your bank's website to check for any ongoing maintenance or service disruptions. (The article provided to log in to your bank's website may be in the US version, but it works the same as the Canada version.)
For additional troubleshooting steps regarding connection issues with your bank, please refer to this article: Troubleshoot Bank Connection Issues in QuickBooks Online.
Once you've successfully updated your bank transactions, you can learn how to categorize automatically downloaded transactions. I've added this article for more details: Categorize Online Bank Transactions in QuickBooks Online.
If there's anything else you need assistance with regarding bank updates, let me know so I can get back to you. I'm always right here, ready to assist you.
