cancel
Showing results for 
Search instead for 
Did you mean: 
lukedonelson-gma
Level 1

Why doesn't the app update my bank account? Most times I have to go into the online login and force the update while in "transactions" and then "banking"

Some times even the online login won't update my account until I click the update button and force it to.
3 Comments 3
Rasa-LilaM
QuickBooks Team

Why doesn't the app update my bank account? Most times I have to go into the online login and force the update while in "transactions" and then "banking"

Hello there, lukedonelson-gma.


Allow me to help make sure you can update your account using the app. Let’s run some basic troubleshooting steps to get your bank feeds working back to normal.


Before we proceed, may I know the name of the Financial Institution? Did you receive any errors? This is to check if we have a reported issue.


While waiting for the information, clear the data storage of your device. Performing this process will reset the app to its default state.


For Android:

 

  1. Open your phone's Settings app.
  2. Tap Apps & notifications and click on See all apps the app Storage.
  3. Select Clear storage or Clear cache. If you don't see "Clear storage," press Clear data.

 

For IOS:

 

  1. On your home screen, tap the Settings icon to view more options.
  2. Choose Safari and swipe the arrow to the right to access the Clear History and Website Data link.
  3. Click on it and select Clear History and Data.

 

When using the bank feeds feature, the online program automatically downloads transactions every night. If you don't want to wait for the scheduled download, perform a manual update to fetch the latest entries.


You can read through this write-up for more details: Download the most recent bank and credit card transactions in QuickBooks Online. It provides information when your Financial Institution downloads the bank data.


If you’re using QuickBooks Online (QBO) Windows or Mac desktop, we stopped supporting these apps. You’ll still be able to use the program as long as your browser supports it. To learn more about the update, check this article: QuickBooks Online Mac and Windows Desktop App.


Additionally, these links will guide you on how to handle online banking issues and mobile app errors.

 

 

Don’t hesitate to leave a comment if you have additional questions about online banking. I’ll jump right back in to answer them for you. Have a great rest of the day.

lukedonelson-gma
Level 1

Why doesn't the app update my bank account? Most times I have to go into the online login and force the update while in "transactions" and then "banking"

Hello 

RCV
QuickBooks Team
QuickBooks Team

Why doesn't the app update my bank account? Most times I have to go into the online login and force the update while in "transactions" and then "banking"

Thanks for bringing this one to our attention, lukedonelson-gma.

 

I appreciate you for performing the recommended solutions provided by my colleague. I've checked here on our end and there's no reported case about Commerce bank not updating in QuickBooks Online (QBO). There are some possible reasons why it happens. Among these are: 

  • There is a minor or major update in your bank information such as the bank account number.
  • Update on your bank’s website. If you can't find your FI, you can request support for your bank and request it be added.
  • Updates in your Online Banking Login credentials.
  • Bank outage and other scheduled maintenance.

 

Let's try checking on your bank websites if there's no problem on their end. Then, try manually updating your bank in QBO through the web. For most banks, QuickBooks downloads the latest available transactions every night around 10 PM PT and some may take a little longer. Here's how: 

  1. Go to the Banking menu or Transactions menu.
  2. Go to the Banking tab.
  3. Select Update.

 

To learn more about this one, see the What to do if you get a bank error or can't download transactions in the QuickBooks Online article. We can also uninstall then reinstall your Android app to reset the app to its default state. You can refer to the How to download the QuickBooks Online mobile app article to a guide reinstalling the app.

 

If the same thing happens, please contact our Customer Support Team to investigate what's causing this issue. To ensure we address your concern, our representatives are available from 6:00 AM to 6:00 PM on weekdays and 6:00 AM - 3:00 PM on Saturdays, PST. See our support hours and types for more details about this one.

 

In the meantime, just manually import your bank transactions using.CSV a file. You can download transactions from your bank's website and upload them to QBO. Just follow the steps and details in the Manually upload transactions into QuickBooks Online article. Then, we can categorize and match online bank transactions into your account. 

 

Feel free to visit our Banking page for more insights about managing your bank feeds and reconciling accounts.

 

You can always update us on the result after contacting our support in the comment below. I'd like to ensure this is resolved for you. You have a good one. 

Need to get in touch?

Contact us