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ed103
Level 1

How to correct syncing issue with QCO and Chase Bank? Four Chase accounts function fine, but one account shows bank balance to be $0.00. Ed@McCaskey.us

Using QBO since 2018. No prior issues with syncing until past month.
3 Comments 3
KlentB
Moderator

How to correct syncing issue with QCO and Chase Bank? Four Chase accounts function fine, but one account shows bank balance to be $0.00. Ed@McCaskey.us

I'll help you fix this, ed103.

 

 If you've noticed that your transactions or bank balance are no longer syncing with QBO, you can perform a manual update to refresh your bank connection. Here's how:

 

  1. Go to the Banking or Transactions menu.
  2. Select the Banking tab, then choose the appropriate bank account.
  3. Click Update.
  4. If asked, enter your Multi-Factor Authentication (MFA), then select Continue update.

You can also try accessing your QBO account using a private/incognito window or other supported web browsers. It could be that the accumulated cache in current browser is the culprit behind this syncing issue. Here are the shortcut keys:

 

  • Ctrl Shift for Google Chrome
  • Ctrl Shift for Firefox & Microsoft Edge
  • Command Shift for Safari

If your bank balance is now accurate, go back to their regular browser and then, clear its cache to delete the accumulated junk files and start over fresh. However, if the issue persists, I'd recommend disconnecting your bank account and then linking it again.

 

Lastly, I've added some articles that will help manage your bank transactions and keep your QuickBooks balance accurate:

 

Feel welcome to reach out to me again with any concerns or questions you may have. The Community always has your back.

ed103
Level 1

How to correct syncing issue with QCO and Chase Bank? Four Chase accounts function fine, but one account shows bank balance to be $0.00. Ed@McCaskey.us

The proposed solution did not correct the syncing issue.

CharleneMaeF
QuickBooks Team

How to correct syncing issue with QCO and Chase Bank? Four Chase accounts function fine, but one account shows bank balance to be $0.00. Ed@McCaskey.us

Thanks for updating us on this, ed103. I know it can be challenging when the steps didn't work. I'm here to ensure this gets taken care of.

 

I've checked here on my end and found that we have an ongoing investigation about the missing transactions in Chase Bank. We recommend contacting our QuickBooks Support Team so you'll be added as one of the affected users.

 

Here's how:

 

  1. Click the Help (?) icon at the top.
  2. On the Assistant tab, click Talk to a human.
  3. Enter INV-66283 in the Type something field, then click the send icon.
  4. Click I still need a human.
  5. Select Get help from a human.
  6. You can either select the Chat with us or Have us call you option.

 

I'd also suggest checking out our support hours to ensure you'll be assisted on time.

 

Additionally, I've included these articles that'll help you automatically categorize your bank transactions from your bank. This ensures your record is always accurate: Set up Bank Rules to Categorize Online Banking Data.

 

I appreciate your patience while we're working on getting this issue resolved, ed103. Please know that I'm always here to assist you. Have a good one.

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