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Let me help with your concern about downloading banking transactions, Mario_at_Calculus_of_Talent.
QuickBooks depends on the transactions and that are shared with us with your bank. Although, you can follow these steps that can resolve data and syncing issues when using Online Banking.
Here's how:
I'd also like to share these articles with for additional reference and guidance:
Don't hesitate to reach out to us again if you have other questions and still need help with this. We're always here to make sure everything is good to go.
Hi Mario_at_Calculus_of_Talent,
Hope you’re doing great. I wanted to see how everything is going about downloading your bank transactions. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.
Looking forward to your reply. Have a pleasant day ahead!
I, of course, tried a Data Refresh; that did not change my results.
However, when I changed from Dashboard View to Shortcuts View and then selected Transactions, all data was revealed.
Also... I have to Reply to your Post via my phone because I've been unable to Reply via laptop regardless of browser; I've been receiving an Authentication Error in the Community for some weeks now..??
I, of course, tried a Data Refresh; that did not change my results.
However, when I changed from Dashboard View to Shortcuts View and then selected Transactions, all data was revealed.
Also... I have to Reply to your Post via my phone because I've been unable to Reply via laptop regardless of browser; I've been receiving an Authentication Error in the Community for some weeks now..??
Hey there, Mario_at_Calculus_of_Talent.
Thanks for following up with us. Glad to see you were able to reveal your transactions.
Since you're receiving an authentication error when trying to post in the Community from your laptop, let's try some basic troubleshooting steps to resolve the error. Such as clearing the cache from your browser. Web browsers collect cache to save time when loading repetitive data and images. Over time, these files can become outdated and corrupted, causing issues like authentication error messages. I've included links to all supported browsers that contain the steps to clear the cache below.
That should do it. Once you've cleared the cache, please ensure to restart the browser for the changes to take effect.
If you're still experiencing issues after these steps, feel free to reach out here for further guidance. Have a nice evening!
My online data using quickbooks via the web is also days behind.
Really difficult to get a real picture of finances.
Why can't it be real-time in 2022? The data is real-time in every other aspect of my business and personal life.
I don't get it.
Thanks for joining the thread, @pjginfl. I've got some information you need to help you with your concern about updating data in QuickBooks Online via web.
Since QBO is web-based, updates are in real-time. That said, the QBO mobile app always syncs with QBO on the web. Any changes in the app reflect on the web and vice versa.
If transactions are not syncing from the QBO Mobile App to the QBO via web, I recommend resetting the QuickBooks Online App. This refreshes the data to ensure that new transactions will be loaded. This will also help us clear out the stored files which impact and causes problems in the system.
For Android:
For iOS:
If you want to learn more about the QuickBooks Mobile App, clearing cache on your browser, or experiencing a different issue, please check out these articles:
Please feel free to get in touch with me here for any additional questions with QBO. The Community always has your back. Have a great day!
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