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channeljam
Level 1

my transactions are not refreshing with my bank but it shows current balance of account. how do i refresh so it imports my transactions ?

it has worked previously but not for 5 weeks now.

1 REPLY 1
jenop2
QuickBooks Team

my transactions are not refreshing with my bank but it shows current balance of account. how do i refresh so it imports my transactions ?

Hi there, channeljam. Bank feed interruptions can happen for several technical reasons. 

 

To make sure we're giving you the right information, can you tell us the name of your bank and whether you're seeing a specific error message when you try to update?

 

In the meantime, follow these steps on how to refresh the bank account:

 

  1. Go to the Gear icon and select Manage accounts
  2. Click Refresh or Refresh all.
  3. Wait for the update to complete.

 

qbse refresh account.png

 

Once done, go back to the Transactions tab to check if new transactions are now downloaded. 

 

Just in case there's an error while doing that, follow the steps in this article depending on the code that you're getting: Fix bank connection errors in QuickBooks.

 

Please know that the QuickBooks Team is always here if you need anything else. 

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