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Ben_R
Level 1

Bank Account Connection

one of my bank accounts isn't updating even though it is saying that the connection is complete

1 Comment 1
jenop2
QuickBooks Team

Bank Account Connection

A couple of factors can prevent the system to update the bank or download new transactions. I'll provide the necessary steps to make the bank account is connected, Ben_R.

 

First, log in to your bank's website to check if there are notifications or maintenance that's preventing the transactions from being downloaded in QuickBooks.

 

If there are none, let's manually update the bank in your account. This forces the program to redownload or sync data from your bank that was not automatically downloaded by the system. Here's how:

 

  1. Go back to the Online banking section.
  2. Choose the bank account, then click the Update button in the right-hand corner.

 

manual update.png

 

Then, check if the bank account is now updated.

 

If you can still see the same result, I'll share another set of steps to check if a browser or other technical issues are preventing the account from updating.

 

Proceed to adding Intuit as a trusted site. Then, use the most up-to-date versions of these supported browsers when logging in to QuickBooks Sole Trader:

 

 

After that, click the Update button once again to update the bank account.

 

Let me know if you need anything else.

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