Hi there, Stacey.
Thank you for bringing up the issue regarding QuickBooks Online not updating your bank data. I can see how important it is to resolve this problem, and I'm here to help you through the troubleshooting process.
Before we proceed, please provide me with the name of your financial institution. This information will allow me to check our system and determine if any ongoing issues may be causing the syncing problem.
To address the syncing issue, we can follow the following steps:
- Refresh the Bank Connection: The syncing issue can sometimes be resolved by refreshing the bank connection. To do this, go to the "Bank Transactions" menu, select the bank account, and click the "Update" button. QuickBooks Online will then attempt to refresh the connection and sync the latest transactions from your bank.
- Use a Private or Incognito Window: Accessing your account through a private or incognito window can sometimes bypass issues caused by browser settings or extensions. The shortcuts for activating a private or incognito window are Google Chrome: Ctrl + Shift + N, Mozilla Firefox and Microsoft Edge: Ctrl + Shift + P, and Safari: Command + Shift + N.
- Clear cache and cookies: Sometimes, browser cache and cookies can interfere with syncing. Clearing your browser's cache and cookies can help resolve this issue.
- Manually upload transactions: If the automatic syncing is not working, you can manually upload transactions from your bank statement. Download your bank statement as a CSV or QBO file from your bank's online portal, and then go to the "Banking" menu in QuickBooks Online. Select "File Upload" and follow the prompts to upload the transactions from the file.
Once the syncing issue has been resolved, the following steps involve categorizing and reconciling your account to ensure that your transactions are organized and your accounts are accurate. Categorizing your transactions allows you to track your income and expenses while reconciling your accounts, quickly ensuring that your financial records match your bank's. Refer to these articles:
I hope these steps will help you efficiently update QuickBooks Online with your bank data. If further assistance is needed or if you have more questions, I'm here to help. Have a great day!
