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Level 1

my bank transactions don't seem to be updating, and hasn't done since 15th Jan

I'm a QB self employed user and the bank feed is no longer updating no matter what i do. I'm accessing the web version via mac and ipad (i don't really like the app version). The bank is HSBC. There were no issues at all up until the point it's been stuck at. An help would be greatly appreciated.

many thanks!

1 REPLY 1
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QuickBooks Team

my bank transactions don't seem to be updating, and hasn't done since 15th Jan

There's an option to manually refresh bank accounts if recent transactions aren't downloading, hclarke. 

 

Juts click the Refresh all button in the upper-right hand corner of your Banking section. Once done, go back to the Transactions tab to check if you can already see them. 

 

If you can't still see the recent transactions, please contact our Phone Support Team for QBSE. They'll be needing your account details to check what's causing the issue.

 

Here's how:

 

  1. Click Assistant in the upper-right hand corner.
  2. Type in "Talk to a human", then press Enter.
  3. Enter the same keyword (Talk to a human) when prompted. 
  4. Click I still need a human.
  5. Select between Message an agent and Get a callback

Keep us posted or reply to this thread if you have additional queries. We're always here to offer our help.