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contact-rainfore
Level 1

Unable to sync the transactions with my OCBC bank account

I was still able to sync the transactions before early July but now no longer able to

1 Comment 1
ShangY
QuickBooks Team

Unable to sync the transactions with my OCBC bank account

Since you mentioned being able to sync transactions successfully before early July, there may have been changes on your bank that are affecting the connection, @contact-rainfore.

 

To confirm this, you can visit your bank’s website or app to see if there are any announcements regarding system updates, maintenance, or connection changes that could impact syncing with external platforms.

 

If there are no known maintenance issues with your bank and the sync issue persists, I recommend reaching out to our live support team for a closer look. They have a dedicated tool that can help identify the root cause and provide specific solutions for reconnecting your bank account.

Here’s how:

 

  1. Select Help (?) icon at the top.
  2. Proceed to the Search tab to activate the Contact Us button.
  3. Click on Contact Us.
  4. Type your concern in box and hit Continue.
  5. You can choose to chat with our experts or have them call you back.

 

Please know that for Plus, Essentials, and Simple Start subscribers, support is available Monday through Friday from 6 AM to 6 PM PT and on Saturday from 6 AM to 3 PM PT. Advanced subscribers can contact support at any time and on any day.

 

In the meantime, you can manually upload your bank transactions using a CSV file from your OCBC account. Once the sync is restored and your transactions are automatically downloaded into QBO, ensure to exclude the manually uploaded transactions to avoid duplication.

 

Please let us know if you have further questions or concerns.