Bank account not updating

Hi maxine-sandland-, thanks for joining the QB Community. What bank provider are you attempting to connect to, and do you receive any specific error code or message when linking this? 🧐

All bank accounts not updating for last 24 hours. No error message, just spinning circles.  This is the same in all three QBO accounts.

Hi Bilbo666, thanks for joining this thread. As we don't currently have any reported issues with this, please log into QuickBooks via an incognito browsing window and click the update button on the banking page to manually refresh this. If the accounts do not update from here, please reply with the name of the bank provider(s) that you're experiencing issues with so that we can check this further. 

Thanks for the reply.

Apparently the issue was with HSBC personal banking.  happy to say all is now resolved.

Hi Bilbo666, that's great, thanks for confirming :)

I have been having same issue for a couple days. I am with Wells Fargo and Cap One CC. Any advice?

Hello Jdbeautybar, Have you done what GeorgiaC has said about trying in an incognito window and seeing if that resolves it if not please can you try that. 

Hi there, mine haven't updated for a month. They're with Monzo. I've tried the incognito browser to no joy.

I appreciate you for doing the steps suggested by my colleague above, @trbide.

Since the issue persists after trying the steps above, I'd recommend reaching out to the Monzo support team. There's a great possibility that there having system maintenance.

Additionally, you can contact to our QuickBooks Online support team. They have the necessary tools to check and request a ticket for investigation. 

Here's how:

1. Sign in to your QuickBooks Online company.
2. Choose Help (?).
3. In QB Assistant, enter the topic you need help with. You can also enter questions.
4. Click Contact Us to connect with a live support agent.
5. Choose Start a chat or Call us. M-F, 8:00 AM to 10:00 PM and S-S, 8:00 AM to 6:00 PM.

If you're still unable to receive updates, you can log in to your bank's website, download an updated list of your transactions, and upload them to QuickBooks using a CSV file. You can review this article for the detailed steps: Manually upload transactions into QuickBooks Online.

Additionally, I'll be sharing these relevant articles to help manage your bank transactions in QuickBooks:

• Match and categorise
• Reconcile bank accounts

Feel free to get back in here if you have further concerns with updating your bank transactions in QuickBooks. I'm always around to help. Keep safe!

I have been trying to update my account for a week or so now and it is not authenticating, I have tried dark mode, I have tried to re add my account but nothing is working. The account is lloyds, has anyone else had this problem, can someone please help. Is there another business similar to Quickbooks that is better because this is causing a problem for me. Thanks in advance.

I have also tried to get help via customer service chat but there doesn't seem to be anyone available.

I can help you with resolving the error you're having when trying to connect to your bank, @LeeLee8.

Can you tell me more about the error you're having when trying to reconnect your bank account? That will help me provide an accurate solution to the concern you're having. 

There's an ongoing issue when trying to reconnect Lloyds Bank after 90 days of re-authorization. The option to select which bank to choose is greyed out. 

You can reach our Customer Support for QBO by going to the Help icon at the top right of the account. Then, let them add you to Investigation No. 82432.

Follow the steps below: 

1. Go to the Help icon to connect to a live support agent. 
2. Provide us with some information about your concern.
3. Select the Contact Us button and provide some details about this concern, then on the Let's talk button. 
4. You'll now be provided options on how to connect to our Customer Support.

Check this article for more information about the different types of support we offer and their availability: QuickBooks Online Support.

While we're still working on a fix, you can manually add your bank transactions through the WebConnect process. Here's more information about downloading the transactions from the bank. Then, upload the file to your account: Manually upload transactions into QuickBooks Online.

Please know that you can always drop by here if you need any help with your bank account. I will be happy to assist you further. Have a wonderful day!

hello - i have been having this issue with Citi bank for 10 days now. Customer service does not seem very helpful, they just say there is no timeframe and put me on an email list. Does anyone have the same issue with Citi right now?? 

Thanks for chiming in on this thread and for bringing this to our attention, @miller_erica. 

I'll elaborate on the information given by the customer care team. 

I understand the urgency of getting this error fixed and being able to update it to work flawlessly with your bank account. Upon checking here on my end, there's an ongoing investigation with Citi Bank. That said, our engineers are currently aware of this matter and working on a fix. 

Yes, we have no timeframe on when this will be sorted out, but since the support agent already added you to the list of affected users, you only have to wait for an email notification that the issue is resolved. 

In the meantime, you can still manually upload your transactions. I recommend reviewing this article for the detailed step-by-step process: Manually upload transactions into QuickBooks Online.

Once settled, I've got this handy resource here to organize your transactions seamlessly: Categorize and match online bank transactions in QuickBooks Online.

Please bear with us as we work on this. Keep me posted if you have any other questions or concerns about managing your accounts in QuickBooks Online. I'll be around for you.

@miller_erica 

Use a converter tool (e.g csv2qbo) for the time being

https://www.moneythumb.com/?ref=110

I am also experiencing this issue with my bank account not updating since or being linked since quickbook update. This is now over a week no update available and no normal button on quickbooks to say there is an issue and update the bank link - not very professional since I need to send out receipts to clients and update my books which normally do not have a problem with. Whats going on can someone advise please?

Hi there, thanks for notifying us that you're also experiencing this issue. Can we check which bank provider you're with and if you're updating the account on the app or web? 

I am having exactly this problem today with my Lloyds Bank account.  Will this fault be cleared soon?

I recognize the inconvenience when your bank account is not updating in QuickBooks Online (QBO), @J1801. It can disrupt your financial management and cause unnecessary stress. Allow me to share some troubleshooting on how we can resolve this.

Before doing so, can you tell me if you receive any error messages or codes when updating your bank? This article will help guide you on how to fix them: Fix bank errors in QuickBooks Online.

In the meantime, log into your QBO account using an incognito window. Doing so will help us determine if this is a browser-related issue. You can also use other supported browsers. 

Also, I recommend signing into your bank’s website to check if there's an issue on their end. You can review your account for notifications, alerts, and any announcements about new security requirements. If everything looks good, it's best to contact our QuickBooks Support team for further investigation. Here's how:
 

1. Go to the Help icon in the top right-hand corner.
2. Select Search, then press the Contact Us button.
3. Enter your question in the box and hit Continue.
4. Choose the best way you'll want to reach out to us.

Moreover, to ensure you can still work with your books in QBO, you may consider manually uploading your bank transactions via CSV file. Once done, categorise and match them to make sure they are allocated to the correct account. 

Keep me in the loop by leaving a comment below if you need further assistance or have any additional banking questions. I'd be glad to answer them for you with the right amount of information I have.

@J1801 

Try opening your QBO account on any private/incognito browser. If the same error persists, use the trial version of a converter tool for the time being (e.g csv2qbo).

https://www.moneythumb.com/?ref=110

I’m getting the same with metro bank. I can’t get anything now I’ve unlinked and linked back up

Thank you for joining this thread, @Marktulett.

I know how important it is to bring your transactions to QuickBooks Online. Let me share some troubleshooting to verify why you're not getting anything from Metro Bank.

Before proceeding, I'd like to ask if there's a specific error or message in your Bank Feeds. This way, I can provide the correct steps to address the issue.

In the meantime, if you've linked your account to the program via Open Banking, you're required to reconfirm your consent every 90 days. This process will update your bank connection and transactions. For the complete instructions, refer to this article: How to reconsent your bank feed connection in QuickBooks Online.

Once verified, we can also manually update your bank account in the program. This action helps us refresh the connection and trigger transactions. I'll show you how:

1. Go to the Banking menu in your left navigation pane.
2. Choose Banking.
3. Click Update.
4. If you still can't connect, please wait 2 or 3 hours and try again.

When your transactions are available, it's time to match and categorise them to the right accounts. In case you encounter errors that prevent you from downloading entries, check out this guide: Fix bank errors in QuickBooks Online.

I'll also be adding this article for future reference: Reconcile an account in QuickBooks Online

I'm looking forward to getting this resolved. Let me know how these steps work on your end. Keep safe!

I am with First National Bank of Omaha and it hasn’t updated for 9 days.  All other accounts are updated.  There are no errors and I have pushed the update button multiple times. 

My banking links had an error about a week ago, messages indicated Quickbooks was working on it.  The issue was corrected but I've had no new transactions coming into my account for days, tried unlinking and relinking the accounts several times now.   Support has not been much help.