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ballservicesinc-
Level 1

Is there a known connection issue with banking? Not able to review my data

 
1 Comment 1
MarsStephanieL
QuickBooks Team

Is there a known connection issue with banking? Not able to review my data

Hi there, @ballservicesinc-.

 

I haven't seen any similar issues about not being able to view their bank data on the Banking page. 

 

You may consider clicking the Update button to refresh the connection from your Bank to QuickBooks Online. I'd be glad to show you how.

 

  1. Go to the Banking page.
  2. Click the Update button. This is how it looks like:

If you're getting an error within the process, don't hesitate to share it with us in the comment section. You may also consider checking out this article that can help you with fixing banking errors in QuickBooks Online: What to do if you see a bank error or bank transactions won’t download.

 

I've added this article for your future task when you're ready to assess your business financials: Reconcile an account in QuickBooks Online. This also contains tips on how to reconcile accounts that are and aren't connected to online banking.

 

I'll be here if you need further assistance or questions. Let me know by tagging my name in the comment section. Take care.

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