For months haven’t been able to sync Bank of Texas Ckng Acct on mobile device. It authenticates but will not sync. Have to sync fm PC to work

Hi there, @jobaker-bowles. I'm here to ensure you'll be able to sync your bank to your QuickBooks Online (QBO).

To start, may I know if you received any error messages when attempting to sync Bank of Texas in QBO? I'd be glad to know this information so I can provide an accurate solution.

In the meantime, we can perform some troubleshooting steps to verify the root cause of the issue and resolve it. Let's begin with, signing in to your bank's website and checking for possible system maintenance. From there, look for any messages, notifications, or alerts that need immediate action. After that, attempt to sync the checking account again.

Also, having a problem syncing a bank account in QuickBooks is a result if you have updated your bank information on their website but not in the program. Here's how to update the details:

1. Go to the Bookkeeping menu and select Transactions.
2. Next, click Bank transactions.
3. Select the bank account and click the Edit icon.
4. Then, select Edit sign-in info.
5. From there, update your information as needed.

For reference, you can read through this article: What to do if you get a bank error or can't download transactions in QuickBooks Online.

After that, sync your bank again. For detailed steps, check out this link: Connect bank and credit card accounts to QuickBooks Online. 

Keep me posted if you have any other concerns about managing the connection of your bank account in QuickBooks. Have a good one and stay safe. 

Not getting any error messages.  All my other accounts sync fine.  Bank of Texas goes through authentication (sends code & I enter).  Then it says I’m connected to the bank.  Then it doesn’t start syncing.  Up until about 2 months ago I would authenticate and connect and always synced successfully.  All my banking information is correct in the bank and qbo.  Followed troubleshooting steps to verify login info is correct.  Am able to sync from mobile device when opening qbo from Safari, but not able to sync when opening qbo from mobile app & have always been able to for years.  Problem’s only happening on my iPhone mobile device in app & started about 2 months ago.

Thanks for getting back to this thread, @jobaker-bowles.

Based on your information, you're only having trouble syncing Bank of Texas with QuickBooks when you're using an iPhone mobile device.

To rectify this, we can refresh your data to see the most recent information in your QuickBooks Online app.

1. Proceed to Menu ☰ and tap Help & Feedback.
2. Tap Refresh Data.
3. Note: A message appears “Caution. If there was a problem getting your latest QuickBooks Online data, you can refresh it now. It may take a few minutes.”
4. Click Refresh to confirm.

In the meantime, you can login in to your QBO account using a web browser on your computer. From there, sync QuickBooks to the Bank of Texas. 

The following documents are also helpful for managing your bank transactions in QuickBooks: 

• Categorize and match online bank transactions in QuickBooks Online.
• Reconcile an account in QuickBooks Online.

Fill me in if you have further concerns about syncing bank accounts in QuickBooks. I can offer assistance if need. Keep safe!

Don’t have Help & Feedback option in QBO Menu.  Have been syncing from Safari for couple months now.  Prefer to fix sync problem in App, if possible.