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kconklin1
Level 1

I am still having an issue where the connected bank balance will show that it has been updated correctly, but the actual transactions do not show up for review for days.

 
6 Comments 6
IntuitLily
Moderator

I am still having an issue where the connected bank balance will show that it has been updated correctly, but the actual transactions do not show up for review for days.

Hello, @kconklin1.

 

Transactions will automatically show up on the For Review page once they are updated. Though some may take a little longer depending on your bank. If the download seems to be stuck, you can sign in to your bank's website to check if there are any notifications or alerts.

 

You can get the bank's URL from QuickBooks. Here's how:

 

  1. Go to the Banking menu or Transactions menu.
  2. Select Add Account. (You won’t add an account, you just need the listed URL).
  3. Search for your bank and select it.
  4. Copy the URL listed in the window.
  5. Sign in using your bank username and password. Some banks have multiple sign-in URLs. Be sure you’re using the one listed in QuickBooks.

Once you've signed in, here's what you'll need to do next:

 

  1. Check your account page for messages, notifications, or alerts. Any display or sign-in issues on your bank’s website can potentially block QuickBooks from downloading new transactions.
  2. You'll also need to check for any announcements about new security requirements.
  3. If everything looks good, go back to the Banking menu or Transactions menu in QuickBooks.
  4. Select the blue tile for the bank account.
  5. Select Update.

Keep in touch with me on how this goes. I'm ready to help if you have follow-up questions or clarifications. Wishing you and your business continued success in all future endeavors.

kconklin1
Level 1

I am still having an issue where the connected bank balance will show that it has been updated correctly, but the actual transactions do not show up for review for days.

I'll need to wait for the next transaction to take place to try this as they just came in now. Note that the linked bank account updates correctly in QB (same day as transactions actually take place), but the transactions did not show up in QB for review until 5 and 7 days after the actual transaction date.

 

This only started happening about 2 months ago. Prior to then, the transactions would show up for review at the same time that the bank balance updated.

 

I did go ahead and do as described below, but there were no messages, notifications, or alerts.

Tori B
QuickBooks Team

I am still having an issue where the connected bank balance will show that it has been updated correctly, but the actual transactions do not show up for review for days.

Thanks for following up with us, @kconklin1.

 

Please do keep us updated on the progress of the new transactions. We are here to help you every step of the way. 

 

As mentioned by my colleague above, transactions will automatically show up on the For Review page once they are updated. However, some may take a bit longer depending, on your bank. 

 

Don't hesitate to let us know if you have further questions or concerns. You can always reach out to the Community or me anytime you find you need a helping hand. Take care! 

kconklin1
Level 1

I am still having an issue where the connected bank balance will show that it has been updated correctly, but the actual transactions do not show up for review for days.

The balance of my connected bank account updated yesterday because of a new transaction. To be clear, within QB the balance is showing the new correct updated dollar amount. But the new transaction is not showing in the 'for review' list. I tried the steps that have been outlined and there are no notification on the bank site. And yes, in QB in the banking window, I select the bank and click update, and it indicates that it is "updating" for about 10 seconds, then gives the message "Banking update finished."

 

If I log into my account in a browser window, the transaction is listed as being posted yesterday. It used to be that the transactions would show up in "For Review" at the same time that QBs was able to do the banking update and get the new balance. Now, the new normal, is that QB is able to get the new balance but the transactions are not pulled in until 5-7 days later. Again, this only started happening about two months ago.

 

This becomes  problem when I am issuing a new invoice to a client, and the invoice shows a balance due that includes previous invoices that they recently paid.

ChristieAnn
QuickBooks Team

I am still having an issue where the connected bank balance will show that it has been updated correctly, but the actual transactions do not show up for review for days.

Hi there, kconklin1.
 
Thank you for following the steps provided above to resolve your issue.
 
Since QuickBooks able to get a new balance but the transactions are not showing in the for review list until 5-7 days later, I suggest contacting our QuickBooks Support Team. They can pull up your account and investigate why the issue continues to occur for 2 months already.
 
Here's how to contact them:
 
1. Open your QuickBooks Account.
2. At the top right, click the Help icon.
3. Click Contact Us.
4. Under What can we help you with?, enter your concern about bank transactions.
5. Click Let's Talk.
6. You'll be routed into the Choose a way to connect with us page.
 
  • Start a chat with a support expert.
  • Get a callback from the next available expert.
  • Ask the Community to get help from businesses like yours.
 
7. Select how you want to contact them and fill in the information.
 
You can check this article to see steps on how to fix issue if you don’t see your recently downloaded transactions in QuickBooks: What to do if bank transactions won’t download or there's a bank error. This also provides information on how to resolve different banking errors.
 
Please refer to this article on how to check your downloaded bank and credit card transactions to avoid duplicate entries: Categorize and match online bank transactions in QuickBooks Online.
 
Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.
Emma Walker
Level 1

I am still having an issue where the connected bank balance will show that it has been updated correctly, but the actual transactions do not show up for review for days.

Hi 

 

I cannot get the url . My bank account is connected but wont show latest transactions for review. Balance does seem to update and no issues with Nat west ....

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