Banking stuck on 'updating'

I’ve had this with Lloyds between 30/12 and 03/01. I assumed they were updating their systems. I reconnected my bank even though it wasn’t due to be done and that has sorted it.

Hi richard96, thanks for your post - we're not currently aware of any reported issues updating accounts; can we confirm which bank provider you are experiencing the problem with? If the account does not update when logging into QuickBooks via a private browsing window, please instead disconnect and reconnect the account as kindly recommended above. 

Thanks both - luckily it has just timed out - at last - with a 'somethings not right' error... Now seems to be updating fine.

Hi, I have been having this issue since 30/12 still till now. What did you do to resolve this. 

Ive tried to speak to many QB Assistants, but they do not have a clue. Im too with Lloyds Business Banking.

Thanks In Advance

Thanks for joining us here, Baldoozie.

I can see that we have an ongoing investigation about banking errors with Lloyd Business Banking. 

I recommend contacting our phone or chat support teams and let them know to add you to the list of affected users. Then provide INV 81557 or INV 80997 as a reference so they can locate it immediately. An email notification will be sent everyone on the list as soon as the issue is resolved. 

Here's how to reach out to them: 

1. Click the Help menu in the upper-right hand corner of your QBO account.
2. Type in "Talk to a human" in the chatbox, then press Enter. Then, type in the same keyword and press Enter one more time.
3. Select No, then click Have us call you or Chat with us.

In the meantime, you'll want to import your banking transactions as a CSV file while is issue is being worked on. Let me share these articles for more details: 

• Import/export CSV Files 
• Format CSV Files in Excel to Get Bank Transactions Into QuickBooks 

The Community is always here if you need anything else. We're always here to help. 

Hi, 

Thanks for your reply.

Is there any updates on this issue?

Thanks,

I appreciate the follow-up question, @Baldoozie. Let me share with you the updates from our team regarding the ongoing investigations with Lloyd Business banking in QuickBooks Online (QBO).

As per checking, both investigations (INV-81557 and INV-80997) are still in progress. The engineering team is currently looking into the behaviour you have reported to determine the root cause of the issue and resolve it. If you've already been added to the list of affected users, rest assured you'll be notified through email once the issue is fixed. 

While the team investigates the reported behaviour, please be aware that the following workaround can be used:

• Manually upload transactions into QuickBooks Online.
• Format CSV files in Excel to get bank transactions into QuickBooks.

This way, instead of linking your bank accounts to QBO, we can upload them manually. Also, we'll have to ensure the data is in the correct format before uploading it.

In addition, QBO sends downloaded transactions to the For review page. To keep them organized, we can categorise and match them. This way, we can review the transactions and put them in the correct accounts. 

If you have additional questions regarding the said investigations, please keep in touch with us. The Community is always available to assist you. Have a nice day!

Hi,

Any updates ? Is there any progress to getting the connection fixed ?

It has now been 17 Days and nobody is keeping me up to date. This is a disgrace to be honest.

We don't want you to be inconvenienced in any way, @Baldoozie.

I can provide an update on the investigations regarding your bank.

Our Product Engineering team is still working on resolving the connection between the banks and QuickBooks Online. To constantly receive an email notification about these investigations, I suggest contacting our Customer Support Team. Then, let them add you to Investigation No. 81557 and 80997. You can follow the steps provided by jenop2 above. 

While we work on a solution, you can manually add your bank transactions, like JaeAnnC suggested above. Here's more information about downloading the transactions from the bank. Then, upload the file to your account: Manually upload transactions into QuickBooks Online.

Once the bank errors are resolved, here's how you can compare your bank and credit card statements with the ones entered into QuickBooks to make sure your accounts are balanced and accurate: Reconcile an account in QuickBooks Online. 

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

Uploading CSVs is not a workaround. This is no new problem, i've had the same issue with natwest for 3 years. Every time you suggest this "workaround".

YOUR product is faulty and you won't fix it or give us any sort of compensation or time frame yet you expect us to pay.

I've had this problem with QB Online connecting to Santander Bank account At random intervals it gets stuck in an infinite 'updating' loop. Clearing caches, changing browsers or platforms and logging in via incognito browsers simply has no effect. Add me to the growing list of furious frustrated users. 

I appreciate you doing the troubleshooting steps, @Gonzosgone. 

Since the issue persists even after doing the troubleshooting steps, I recommend contacting our Customer Care Support. You can work with one of our specialists in creating a ticket letting our engineering team investigate the root cause of the problem raised saying you haven't been able to connect your QuickBooks Online account to the Santander Bank account. 

Here's how to reach out to them: 

1. Sign in to your QuickBooks Online company.
2. Select Help (?).
3. Go to the Assistant icon to open the QB assistant window.
4. Select Contact Support Team, then enter your concerns.
5. Choose to Start a chat or a conversation.

You can also check out our support hours for the most updated contact information. 

Here's more information about downloading the transactions from the bank. Then, upload the file to your account: Manually upload transactions into QuickBooks Online.

Feel free to post here on the QuickBooks Support page again if you need anything else with QuickBooks banking. I'll be right here to help you anytime. Have a great day! 

Hey there,

I have an actual answer that's simple & really works:
When the bank transactions feed is stuck in a perpetual loop of updating, simply re-order the position of your accounts.  It can be as simple as changing the position of just 1 account.  Doing this refreshes them & allows you to update things properly.  You can them re-order them back to how they were originally.

Hope this helps!

IT HAS NOT BEEN FIXED. i HAVE BEEN IN THE UPDATING LOOP SINCE FRIDAY MARCH 1, 2023. QB'S IT OR BANKING TEAM ARE THE WORST WHEN IT COMES TO FIXING MATTER, THEY JUST MAKE IT WORSE

I understand your frustration with the difficulties you encountered updating your bank connection in QuickBooks Online (QBO). Let me route you to the best support available to get past this.

Please know that the issue of being unable to update your banking connection is already marked as closed and resolved by our engineering team. Since the issue persists, I suggest contacting our Customer Care Team again. This way, they'll be able to investigate the cause and create another ticket, if needed. 

Here's how to reach them:

1. Click the Help menu in the upper-right-hand corner.
2. Type in Talk to a human, then press Enter.
3. Look for I still need a human and click on it.
4. Click Get help from a human or Contact Support Team.
5. Select between Send a message, Schedule an appointment, or Get a callback.

In the meantime,  you can manually upload transactions via CSV file. After that, you can categorise them to allocate them to the appropriate account. 

Please keep me posted if you need more help with updating your bank account transactions. Have a great day ahead, and stay safe!

I'm having this issue right now. One of my accounts is stuck "updating" and has been like this for 2 days now. I've cleared my cache, logged out, logged in, refreshed, etc. Nothing is having an effect. I can not stop it, nor can I actually download my needed transactions. I need assistance asap.

Hi slachney, thanks for dropping in on this thread! 

We'd be glad to help you get your bank connection back up and running. To begin, can we check which bank provider(s) you're experiencing an issue with, and if any specific error code or message shows during the update?

I have a similar issue with Synchrony accounts. The update just spins and spins, and in the meanwhile, I can't manually update my other accounts either. It eventually times out, and then I can reconnect the Synchrony accounts, but when I have limited time for bookkeeping, waiting is not a good option. One or two accounts not updating should not be stalling the rest of them.

Allow me to share some fixes so you can update the bank connection successfully in QuickBooks Online (QBO), @Hawthorne-IS.

If you're having trouble with downloads that appear to be stuck, there is a possibility that it might be caused by a problem on your bank's end. To confirm this, I recommend checking your bank's website first. You can do so by visiting their website and logging in.

If you are unsure about the URL to use, you can find it by going to Bank Transactions and selecting Link Account. From there, search for your bank, select it, and copy the listed URL.

If you can log in successfully, it means there are no major issues. Please proceed to your bank's website and perform the following actions:

1. Check your account for messages, notifications, or alerts.
2. Look for any display issues as you navigate the website. These can block QuickBooks from downloading new transactions.
3. Check your bank’s website for any announcements about new security requirements.

If everything looks good, I suggest performing some troubleshooting steps to get past this issue. Sometimes, numerous cached files can cause unusual browser behavior. Let's access QuickBooks Online through a private window.

Here are some key shortcuts for accessing a private window:

• Mozilla Firefox: CTRL + Shift + P
• Microsoft Edge: CTRL + Shift + N
• Google Chrome: CTRL + Shift + N
• Safari: Command + Shift + N

If you have successfully updated your bank account, then the cause of the issue is your browser. I recommend clearing its cache or using another supported browser as an alternative.

In addition, QBO sends downloaded transactions to the For Review page. To keep them organized you can follow this article to categorize and match them. This way, we can review the transactions and put them in the correct accounts: Categorise and match bank transactions in QuickBooks Online.

I am available to help you with any questions you may have regarding banking. Please feel free to contact me here at any time.

I have this same issue pretty frequently with Amex. The private browser works, but it's kind of annoying because I have to re-authenticate every time I log in from a private browser. Just noting the issue persists. Thanks for your help working on it. 

I appreciate you performing the troubleshooting steps above, John. Let me route you to the appropriate support to address your concern.

I can see how the persisting issue with your bank feeds prevents you from acquiring your transactions seamlessly. Therefore, I recommend contacting our customer support team. They can examine this issue thoroughly with their tools and expertise to pinpoint the root cause and find the most effective solution. If needed, they can also offer an appropriate workaround.

Here's how:

1. In your QuickBooks Online company, select Help (?).
2. Enter a topic or questions in the QB Assistant tab or choose Contact Us in the Search tab.
3. Determine how you would like to connect with us: Start a chat or Call us.

Also, please consider checking their support hours when reaching them so you can connect with them at your most convenient time.

Moreover, you might want to scan these resources for guidance on the proper posting of your bank transactions after downloading them from your financial institutions:

• Categorise online bank transactions in QuickBooks Online
• Set up bank rules to categorise online banking transactions in QuickBooks Online

We'll be around to help if you require any assistance updating your bank connection and bank feeds in QuickBooks Online. Please post your queries below and tag us in the Community.

You have not f*cking resolved this 

We're on it right now, and I assure you we’re doing everything possible to resolve this quickly, Stan24.

First off, can you share what's your financial institution? Have you encountered any errors? Were you still unable to update and sync transactions? Any additional information helps us narrow down your concern.

In the meantime, sign in to your bank’s website to check if there's an issue on their end. Please review your account for any notifications, alerts, and announcements that need your attention.

If everything's working, I recommend contacting our representatives. They can securely access your account to conduct further investigation. I'll show you how.

1. Navigate to the Help icon at the top right-hand corner.
2. Select Search, then press the Contact Us button.
3. Enter your question in the box and hit Continue.

Here's an article for more information about the different types of support we offer and their availability: QuickBooks Online Support.

While working on a fix, consider manually adding the entries through a CSV file. See this reference for the detailed steps: Manually upload transactions into QuickBooks Online.

Once settled, I've got this handy resource to organize your transactions seamlessly: Categorise online bank transactions in QuickBooks Online. This includes the steps to exclude duplicate ones if there are any.

Please leave a comment below to keep me in the loop. You're also welcome to add any additional banking questions. I'd be glad to answer them for you.