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skaras1
Level 1

Bank refresh not totally syncing with quickbooks and my bank

 
2 Comments 2
Ethel_A
QuickBooks Team

Bank refresh not totally syncing with quickbooks and my bank

Thank you for posting here in the Community, @skaras1. I'll share some troubleshooting tips so you can keep track of the most recent entries.

 

Here are the possible reasons for unexpected banking issues in QuickBooks Online. Please take a look at the list below:

 

  • The bank's security feature or link has lately made some changes.
  • The online banking log-on credentials do not match the ones set up in QBO.
  • Your bank's website can't be accessed using QuickBooks Online.

 

You can click the Update button for now. You'll be able to see the most recent updates by refreshing the bank's connection in this way.

 

Here's how:

 

  1. Click Banking at the left panel.
  2. Select the Banking section.
  3. Click to highlight the account you're updating.
  4. Hit the Update button.

 

You can manually import the missing transactions into QuickBooks Online using a WebConnect file if you're still having trouble updating the account or viewing the most recent entries. In this article, you'll find the detailed steps:  Manually upload transactions into QuickBooks Online.

 

To avoid discrepancies, read this article to learn how to balance your accounts so that they always match your bank and credit card statements: Reconcile accounts in QuickBooks Online.

 

Let me know if you continue to get the same results. I'll be there to assist you if you need it.

Fiat Lux - ASIA
Level 15

Bank refresh not totally syncing with quickbooks and my bank

@skaras1 

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