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Level 1

My Banking hasn’t updated for over a month and won’t sync up on all 3 of my accounts. It won’t update bank statements, please help.

 
3 REPLIES 3
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QuickBooks Team

My Banking hasn’t updated for over a month and won’t sync up on all 3 of my accounts. It won’t update bank statements, please help.

Hello there, zootstheband.

 

I'm here to ensure you're able to update all your 3 bank accounts in QuickBooks Online (QBO). This way, you'll be able to keep them up to date, and the transactions sync with your statements.

 

There are two possible reasons why your bank is not syncing with QuickBooks.

  • The bank is performing system maintenance. 
  • There are notifications on your bank’s website that need your attention.

 

Before we start, there are some questions I would need to ask to verify the situation. Can you share with me here the name of your financial institution? Or do you encounter errors while trying to update?

 

Let's begin by manually updating your bank account. This will refresh your bank connection with QuickBooks and will download your latest transactions. Go to the Banking menu, then select the Update button.

 

Next is to check your notifications from your bank's website. From there, review your account page for messages or alerts. If you updated anything on your bank’s website, like your account number, username, or password, you need to update QuickBooks as well.

  1. Log in to your QBO account.
  2. Click the blue tile for the bank account.
  3. Select the Pencil icon to edit.
  4. Choose Edit sign-in info.
  5. Update your info.

 

Once you've successfully downloaded your transactions, all you need to do is to add and categorise them. You can check out this article for the complete information:  Categorising Bank Transactions. It also contains details on how you can add attachments to your bank transactions such as an image or a receipt.

 

Please let me know if you have other concerns. I'm just around to help.

Highlighted
Level 1

My Banking hasn’t updated for over a month and won’t sync up on all 3 of my accounts. It won’t update bank statements, please help.

Thank you so much for taking the time to reply to me.

 

I have done that on all 3 accounts and it looks like its updated except that no transactions load into my account.

 

There are two possible reasons you have kindly suggested why the banking is not syncing don't seem to be correct as the bank is surely not performing maintenance for over one month. I've have also checked with the banks and there are no notifications.

 

Is there anything else I can do as I really need a solution.

 

Also will I be refunded for the time when the accounts have not been working? It's put me a month behind for the accounts of all 3 businesses.

 

Thank you so much for your help

 

Jamie

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Moderator

My Banking hasn’t updated for over a month and won’t sync up on all 3 of my accounts. It won’t update bank statements, please help.

I've got the information you need about your bank connection issue, Jamie. 

 

You're on the right track in consulting your banks and verifying with them that there are no notifications that need your attention. However, QBO relies on how the bank communicates with our system. Some may take a little longer depending on your bank. That's why it can take for over a month before the transactions are displayed in the program. 

 

Based on your screenshot, it seems the connection of your 3 accounts is already completed. However, if this happens moving forward, I'd suggest manually updating them. This refreshes the bank connection within the program. Just go to the Banking menu and choose Update

 

For your second concern, I recommend contacting our Customer Care Team. You can discuss with them your refund request for the timeline when the three accounts have not been working in the software. I'll guide you how. 

  1. Go to the Help menu at the upper right. 
  2. Select Contact Us
  3. Enter Refund request for the time when the accounts have not been working in the What can we help you with? box. 
  4. Click Let's talk
  5. Choose a way to connect with a live agent. 

 

The screenshot below shows you the third to fourth steps.

ContactQBOUKTeam.PNG

 

After that, you'll have to approve the way QBO categorises the transactions. Also, you can match them against the existing entries in the software. For more details, visit this article: Assign, Categorise, Edit, and Add Your Downloaded Banking Transactions

 

Moreover, it's a great idea to reconcile your 3 accounts monthly. Doing so will ensure the accounts in QuickBooks will match your bank statement. To learn more about this process, check out this article: Reconciling Accounts.

 

I'll be right here to help if you need further assistance. Take care always, Jamie.