Hi there, tnealandsons.
I'm here to help you rectify this connection issue.
Did you receive a bank error when trying to update your bank account? If you happen to encounter one, follow the links listed in the Step 4 section of this article to fix it: What to do if you get a bank error or can't download transactions.
If you didn't receive any error messages, you can sign in to your bank’s website to check if everything is working on their end. Then, manually update your bank connection to get the latest available transactions. Let me guide you how:
- Select Banking or Transactions from the sidebar menu.
- Go to the Banking tab.
- Choose the appropriate bank account.
- Click Update.
You may also perform some basic troubleshooting steps to isolate the issue. At times, the accumulated cache in your browser causes sync and connection issues between your bank's website and QuickBooks.
To start with, open QuickBooks in a private or incognito window. Please refer to the shortcut keys below to open one:
- For Google Chrome: Ctrl + Shift + N
- For Mozilla Firefox: Ctrl + Shift + P
- For Microsoft Edge: Ctrl + Shift + P
- For Safari: Command + Shift + N
If it works, you can go back to your regular browser and then clear its cache to start over fresh.
Alternatively, you can switch to other supported browsers.
In addition, I would also appreciate it if you can tell me the name of your financial institution so I can check on my end for any ongoing investigation.
I also include these articles that you can read to help speed up the reviewing process of your online bank transactions:
I'll be right here to continue assisting if you have any other concerns or additional queries about bank feeds. Keep me posted, tnealandsons.
