cancel
Showing results for 
Search instead for 
Did you mean: 
Belltowerrex
Level 1

Hello, anyone else having issues syncing/updating transactions from their accounts into quickbooks? Any fixes?

 
2 Comments 2
ReymondO
QuickBooks Team

Hello, anyone else having issues syncing/updating transactions from their accounts into quickbooks? Any fixes?

Hi there, Belltowerrex.

 

I appreciate the things you've done. I know how this process takes time when you're unable to download bank transactions into QuickBooks Online (QBO). We'd want to make sure that we get this sorted out.

 

 To start,  I recommend updating your bank manually in the system to refresh its connection. 

 

To do that:

 

  1. Go to the Banking menu or Transactions menu.
  2. Select the Banking tab.
  3. Click on the bank account that you're working with.
  4. Select Update.

 

If the issue still persists, let's perform some troubleshooting steps to determine if this is a browser-specific issue. 

 

Access your QBO account in a private window. This allows the program to run without storing cache or cookies that might cause some problems when running Intuit sites. 

 

 Here are some of keyboard shortcuts to quickly open an incognito session: 

 

  • Ctrl Shift for Google Chrome
  • Ctrl Shift P  for Firefox
  • Ctrl Option +if you're using Safari
  • Ctrl Shift P for Microsoft Edge

 

Once done, go back to your account and click the Update button. If this works, go back to the regular browser and clear the cache. This will refresh the background process of your browser settings. But, if the same thing happens, use another supported browser

 

You can also use this link in case you've encountered bank errors, jump to "Step 4: Fix specific bank errors.": What to do if you see a bank error or bank transactions won’t download.

 

You can check out this article if you'll want to manually import bank transactions in QuickBooks Online: 

 

 

 Let me know if you have other concerns or questions while working with bank transactions in QuickBooks. I'm always around to help.

Fiat Lux - ASIA
Level 15

Hello, anyone else having issues syncing/updating transactions from their accounts into quickbooks? Any fixes?

@Belltowerrex 

Utilize the trial version of MT Online to isolate the issue. It is designed to import into any bank or credit card in QuickBooks Online, so there is no specific setting needed. If the same error persists, there is an ongoing problem at your bank or connection.

https://www.moneythumb.com/?ref=110

 

Need to get in touch?

Contact us