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Mthelixpest
Level 1

Bank account updating

My Union Bank checking account is not updating. I've tried to manually update, but no luck. My savings account is updating fine.

2 Comments 2
Fiat Lux - ASIA
Level 15

Bank account updating

Try opening your QBO account on any private/incognito browser.

QueenC
Moderator

Bank account updating

Hi there, @Mthelixpest.

 

I'm here to help you update your Union Bank account. 

 

But for me to be able to assist you appropriately, may I ask if you encounter any error messages? Additional details regarding this and a screenshot if you won't mind will be much appreciated. 

 

In the meantime, let's go ahead and check your bank's website. This may be caused by an issue on the bank's end.

 

To do this, please follow these steps:

 

  1. Go to Banking then select Link account. Note: You won't add an account, you just need the listed URL.
  2. Search for your bank and select it.
  3. Copy the URL listed for your bank.
  4. Sign in to your bank's website using the copied URL.

 

If you can sign in, it's a good sign that there isn't a major issue. Next, check the following:

 

  1. Check your account for messages, notifications, or alerts.
  2. Look for any display issues as you navigate the website. These can block QuickBooks from downloading new transactions.
  3. Check your bank's website for any announcements about new security requirements. 

 

If everything looks good, go back to QuickBooks:

 

  1. Go to Banking.
  2. Select Update

 

If the issue persists, I want to confirm if you've updated anything on your bank's website. If yes, I recommend updating your bank's info in QuickBooks as well.

 

Additionally, feel free to read through this article that you may find helpful in categorizing your bank transactions: Categorize and match online bank transactions in QuickBooks Online.

 

I'll make sure to keep an eye out for your update here in the thread.  You're always welcome to ask anything if you need further assistance in updating your bank account. Have a great day!

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