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CarterMark
Level 1

I cannot update bank transactions. no issues with my bank online account. this has been happening for a few days. Message I receive is- bank site is down for maintenance

 
3 Comments
Rose-A
Moderator

I cannot update bank transactions. no issues with my bank online account. this has been happening for a few days. Message I receive is- bank site is down for maintenance

Hello, CarterMark.

 

Which bank are you having a problem with? This way, I can check if there are any open investigations about it.

 

Your bank’s connection may be interrupted for any of the following reasons:

 

  • If there is a minor or major update in your bank information such as the bank account number.
  • Update on your bank’s website. If you can't find your FI, you can request support for your bank and request it be added.
  • Update in your Online Banking Login credentials.
  • Bank outage and other scheduled maintenance.

In the meantime, we can perform a manual update to refresh the connection between your bank and QuickBooks Online. See the steps below:

 

  1. On the left navigation menu, click Banking.
  2. Choose Banking.
  3. Click on Update in the upper right. QuickBooks begins updating your account.

If you're still unable to update the account, as a workaround, you can manually bring in the transactions into your QuickBooks Online using a WebConnect file. You can get the detailed steps in this article: Manually upload transactions into QuickBooks Online.

 

Once imported, I recommend editing, assigning, and categorizing your transactions. Also, you can match them to the existing entries in the software. Just go to the For Review tab from the Banking menu. Doing so will help you ensure the accuracy of your financial records.

 

Please get back to me if you continue to get the same results so I can look further into this. I'll stick around to help you out.

CarterMark
Level 1

I cannot update bank transactions. no issues with my bank online account. this has been happening for a few days. Message I receive is- bank site is down for maintenance

I still cannot connect to my Bank - Citizens National Bank, Cheboygan Michigan.  Thank you for any help you can provide. 

Candice C
QuickBooks Team

I cannot update bank transactions. no issues with my bank online account. this has been happening for a few days. Message I receive is- bank site is down for maintenance

Good Morning, @CaterMark. 

 

Thanks for reaching back out to the Community. After looking into this issue with your Citizens National Bank account, I've discovered there aren't any on-going investigations with this bank. However, we can try a few basic troubleshooting steps to help fix the connection. 

 

Using a private browser or incognito window will allow QuickBooks to load as a fresh page to remove any errors or glitches within the product. Here's how depending on the browser you're using: 

 

  • Internet Explorer/Firefox: Ctrl Shift 
  • Google Chrome: Ctrl Shift N
  • Safari: Command Shift 

 

If this works, then go back to your regular session and clear your browser's history

 

Let me know if this helps. I want to make sure all of your concerns are addressed. Take care!

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