Getting your bank transactions’ list updated is my priority, @andrew18.
You have 90 days to provide consent so you'll be able to update to the Open Banking connection. However, there's no specific deadline for you to do so since it depends on your bank or financial institution.
Meanwhile, here are other possible reasons why you're unable to receive updates in your transaction lists.
- They may have implemented changes to their service offerings, Web Connect or Direct Connect.
- An update on your bank’s information such as the name (bank merger), account number and login credentials require you to refresh it in QuickBooks.
- You may have an Inactive Bank Account enabled for Online Banking in QuickBooks.
- There may be ongoing maintenance on your bank’s website.
To manually update your bank transactions, here’s how:
1. Log in to your bank’s website outside QuickBooks.
2. Review your posted transactions and check for any connectivity error notifications.
3. Once completed, log in to your QuickBooks Online account.
4. Let’s perform a manual update on your connected bank account.
a. Go to the Banking menu.
b. Choose the Banking tab.
c. Select your bank account.
d. Click Update.
e. If prompted, enter your Multi-Factor Authentication (MFA) credentials.
f. Click the Continue update button.
For more detailed information, you can read through these articles:
Also, I have here some articles to help you with managing your downloaded bank transactions:
Feel free to click the Reply button if you have other questions. I’m just a few posts away.
