Update your bank feeds and bank info

Learn how to update your bank feeds and bank info in QuickBooks Online.

Avoid duplicates and missing transactions to keep your bank feeds updated. QuickBooks automatically downloads new transactions when you connect your online bank and credit card accounts. If something's missing or you see a download error, update your bank connection to help fix it.

Step 1: Start a manual update

Most banks update transactions with QuickBooks every 24 hours, but times can vary. To get the most recent ones, do a manual update. Here's how.

1. Follow this link to complete the steps in product.
2. Select Update.

Note: Consider the following when you do a manual update:

• If you get another verification message, follow the steps on your screen to complete the update.
• Transactions older than 90 days can't be downloaded. You'll need to add them to QuickBooks Online manually.

Step 2: Check your bank or credit card's website

If downloads seem slow or stuck, the issue may be on the bank’s end. Sign in to your bank’s website to check.

1. Go to your bank or credit card's website.
   Note: If you're not sure what URL to use, you can do the following:
   a. Follow this link to complete the steps in product.
   b. Then, select Link account.
   c. Find and select your bank, or copy the listed URL.
2. Sign in to your bank or credit card's website.

If you can sign in, it's a good indication that there isn't a major issue. Next, on your bank's website:

1. Review your account for messages, notifications, or alerts.
2. Check if you can find any display issues as you browse the website. These can block QuickBooks from downloading new transactions.
3. Keep track of your bank’s website for security updates.

If everything looks good, go back to QuickBooks:

1. Follow this link to complete the steps in product.
2. Select Update.

Step 3: Update your bank info in QuickBooks

If you've updated your bank account number, username, or password on your bank’s website, make sure QuickBooks has the same info.

1. Follow this link to complete the steps in product.
2. Select the account card for the bank account you’re working on.
   Note: If you don’t see the account card, select the ▼ dropdown next to your bank account. Then, select Show account cards.
3. Select the Edit ✎ icon, then select Edit account sign in.
4. Enter your updated bank information.
5. Select Save and connect.