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Level 1

failure to load bank feed

over the past four days I have been unable to refresh my balance from my linked bank account, and have followed all the help topics so far but still resulted in nothing working. I have contacted the bank to see if their new online platform has caused this disruption, but would also be great to look into it from this end. 

 

many thanks!

5 REPLIES 5
Moderator

failure to load bank feed

Hi there, cgriff1989,

 

Glad you've reached out to the Community. Allow me to address your concern so your bank account will be updated.

 

For me to be able to give you the right amount of information and solution to fix the issue, may I ask what specific bank account is not updating?

 

In the meantime, I'd recommend performing manual refresh into your bank account. Here's how:

  1. Click the Gear icon on the upper right hand.
  2. Click Bank accounts.
  3. Click Refresh all.

Once done, kindly repeat the same steps for at least 3 times and another in the next 24 hours to allow the bank to regain its connection.

 

Keep me posted on how things go, having your bank account be updated is my top priority.

Level 1

failure to load bank feed

Hi thanks for the reply. my current bank is first direct. It has been unable to refresh for over a week now. I have performed manual refresh on numerous occasions, I have also changed sign in details with the bank, and tried to regain access that way, but to no avail.
QuickBooks Team

failure to load bank feed

Hi cgriff1989

 

We would be grateful if you can PM us on FaceBook or DM us on Twitter with the email address associated with your QuickBooks account. We can then add your details to our product investigation relating to the First Direct issue.

Level 1

failure to load bank feed

This is an example of how frustrating using this quick books ap.. There is no gear icon at The top right!!!! Aargh!! 

Moderator

failure to load bank feed

Missing options can happen on web-based programs, Snarr.

 

This includes QuickBooks Self-Employed. Though cache helps browser's background processes, it can also cause display issues when piled up. Hence, the gear icon is missing in the upper-right corner.

We can click the F5 button on your keyboard to get this working. Simply logging out and logging back in to your account might also work. These steps refreshes the program that usually fix the display issues.

 

If necessary, we can do a few troubleshooting steps to get rid of any cache-related issues:

  1. Open a private window because it uses but doesn't store cache. Then, access your account again.
  2. If that works, we can go back to your regular browser and clear the cache.
  3. You can also use other supported browsers as alternatives. Each of them uses different cache.

That should allow you to click the Gear icon in the upper-right corner and select the feature you need. Happy holidays!