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Level 1

"I can't get QuickBooks and my bank to connect. I can see transactions in my bank that will not update in QB. Clicking on Update does not work. What else can I do?"

 
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QuickBooks Team

"I can't get QuickBooks and my bank to connect. I can see transactions in my bank that will not update in QB. Clicking on Update does not work. What else can I do?"

Hi there, @pilbro20

 

Thanks for posting your banking concern in the Community. I appreciate you for trying to fix the issue by performing the manual update.

 

As an insight, running several manual updates in a row can give the connection a chance to complete and fix the problem. With that said, let's do the manual update again. 

 

If it still not downloading after several attempts, the issue may be on the bank’s end. I'd suggest you sign in to your bank’s website to verify. We just need to copy the URL which QuickBooks uses to connect. 

 

Here's how:

 

  1. Go to the Banking menu, then select Link account or Add account to get the listed URL.
  2. Search for your bank and select it, then copy the URL listed for your bank.
  3. Sign in to your bank or credit card's website using the copied URL.

 

If you can sign in, that means there isn't a major issue. Then, check the following:

 

  • Check your account for messages, notifications, or alerts.
  • Look for any display issues as you navigate the website. These can block QuickBooks from downloading new transactions.
  • Check your bank’s website for any announcements about new security requirements.

 

If everything looks good, go back to QuickBooks and perform the following steps again:

 

  1. Go to the Banking menu or Transactions menu.
  2. Go to the Banking tab.
  3. Select Update.

 

If the issue persists, I'd recommend reaching out to your financial institution to veify. QuickBooks only depend on the data implemented from your bank.  

 

Here's an additional article that you can check out about this process: What to do if bank transactions won’t download. It includes links to fix specific online banking errors in QuickBooks in case you encounter any during manual updates. 

 

Get back here if you have any other questions about connecting your bank to QuickBooks Online. I'll be glad to help you more. 

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