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daniel-robbins-ny
Level 1

My bank transactions are not updating. The last transaction showing is dated April 10 (today's the 13th). Anyone else have this problem?

I've only been using QB for a few weeks; at first it was a 24 hour lag in seeing transactions, but now it's three days. Completely unacceptable while trying to keep accurate records. I've cleaned the cache on the QB app and my bank's mobile app. The connection is working, data appears to be downloading, yet there isn't anything new. Any suggestions would be greatly appreciated.

1 Comment 1
TrixieD
QuickBooks Team

My bank transactions are not updating. The last transaction showing is dated April 10 (today's the 13th). Anyone else have this problem?

Hello, Daniel. I hear your sentiments about the three-day delay, especially since you’ve already cleared your caches. Some banks have schedules for data transmission, some sync daily, while others have a 2–3 day lag over weekends. I recommend contacting them to clarify their process, as QuickBooks is a receiving portal only.

 

In the meantime, update your bank connection by clicking the refresh icon to force a sync. This will manually trigger a data pull. If that doesn't work in the app, switch to a mobile browser and click Refresh All to determine if the issue is app-specific.

 

Additionally, you have the option to manually upload your transactions using a CSV file to keep your records up to date. Just a quick heads-up, if you go this route, those same transactions might download automatically once the sync is fixed. You’ll just want to keep an eye out so you can exclude any duplicates.

 

Just reply below if you have additional concerns. We’re here to help.

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