QuickBooks Online relies on the information provided by your financial institution, Dan. Note that various factors influence the refresh rate of Online Banking, and I would be happy to explain them further.
When the connection between your bank and QuickBooks Online is disrupted, Online Banking will not be able to refresh. This can lead to bank errors, outdated balances, and a failure to download transactions. Let me outline the factors that impact the connection between QuickBooks Online and your bank:
- Security notifications from your bank that requires your attention
- Intermittent or unstable internet connection
- Bank website or QuickBooks Online server maintenance
- Accumulated cache on your browser
I'd recommend logging in to your account on your bank website. Review any notification that you need to take action with. You can also contact your bank's support to help you with it. They can also confirm if there's an ongoing issue or maintenance on their end.
Once you have verified that there are no notifications or server maintenance issues, we can return to Online Banking and manually refresh the connection to ensure it is up-to-date.
- Go to Bank transactions.
- Click the Update button.
- Review the bank balance and the downloaded transactions.
Feel free to browse this article for additional information on downloading bank transactions: Download the most recent bank and credit card transactions in QuickBooks Online.
If the issue persists, we should proceed with browser troubleshooting while ensuring a stable internet connection. It's important to clear only the cache, not the cookies. You can refer to this article for guidance: Troubleshooting browser problems.
Are you interested in enhancing your QuickBooks experience? I'm pleased to inform you that you can connect with our QuickBooks Live Expert Assisted team. They are ready to assist you in managing your transactions and maintaining the accuracy of your account data. Allow us to support you on your path to financial success.
Once everything is resolved, you can proceed to categorize your bank transactions and reconcile the account.
Please keep us updated so that we can offer further assistance if needed. Have a great day!
