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localtrendsokc
Level 1
When I update it says I am all caught up. Have been trying to reach support for over 2 hours with no luck.
6 Comments
Ethel_A
QuickBooks Team

Welcome to the Community, @localtrendsokc.

 

I appreciate you reaching out to us with your concern about updating your bank transactions in your QuickBooks Online account.

 

I'd like to know what is the name of your bank for us to check further information about this issue. In the meantime, I would recommend you manually upload transactions into QuickBooks Online.

 

I would also give you the easiest way to reach our support.

 

Here's how:

 

  • Go to the Help menu.
  • Select Contact Us.
  • Provide a brief description of your concern in the dialogue box and then click Let's talk.
  •  You can either select Start messaging or Get a call.

 

For us to ensure we address your concern on time, check out our support hours.

 

Also, feel free to visit our Help articles page to find updated answers for your other QuickBooks concern.

 

 

Let me know if you have further questions about banking updates. I'd be right here anytime.

localtrendsokc
Level 1

I did attempt to contact support for assistance and was on hold in the chat for 3 hours and gave up. 

I am using Weokie Credit Union. 

localtrendsokc
Level 1

I did attempt to contact support for assistance and was on hold in the chat for over 2 hours and gave up. 

the bank I am using is Weokie Credit Union. 

Rasa-LilaM
QuickBooks Team

Hello again, localtrendsokc.


I appreciate for sharing with us your experience after contacting our support. Let me help ensure your Weokie Credit Union will show the latest transactions.


To begin, open a private browser or incognito mode. From there, update your bank account.


Please know this type of browsing session blocks websites from storing data. Also, it’s a good place to start to see if the banking issue is caused by the cache.


Here’s how:

 

  • Google Chrome: press Ctrl + Shift + N
  • Mozilla Firefox: press Ctrl + Shift + P
  • Internet Explorer: press Ctrl + Shift + P
  • Safari: press Command + Shift + N

 

Once done, check if the transactions in the Blue tile increase. If it shows that you have the latest entries, clear the cache of your regular browser. This is to enhance the overall browsing performance.


Otherwise, use a supported browser to update your Wookie Credit Union account. If none of these suggestions work, perform Steps 2-4 in the following article: What to do if you get a bank error or can't download transactions.


In the meantime, use the Web Connect feature to download transactions and then import them to QBO. I’m adding a great resource to help you in the future. It contains articles that will guide you on how to handle any bank activities in QuickBooks: Get started.


Let me know in the comment section below if you need assistance when working in QBO. I’ll be glad to lend a helping hand. Have a good one.

localtrendsokc
Level 1

None of the steps given have worked.  And i work mainly from the app and do it mobile so it is hard to have to sit and import all of the bank transactions every day.  It would be nice for the service I pay for to work properly.  Is there any estimated time when this may be fixed?

MirriamM
Moderator

Thank you for taking the time to provide us with an update on the steps that you've tried and the outcome, @localtrendsokc.

 

As much as I want to provide a time frame when this will be resolved, I don’t have the full visibility here on my end. Since you continue to get the same result, I recommend contacting our Customer Care Team to confirm the cause of the issue. They have the tools to pull up your account to deep investigate the root of the problem.

 

If you have a case number, that would help streamline the process. Your case number has the previous agent's notes according to what happened to your issue. This way, you won't be repeating yourself.

 

For ways on how to connect with us, check out this link: QuickBooks Online Support. Ensure to review their support hours to know when agents are available.

 

Once bank transactions downloads, you can now start categorizing or matching them to straighten out your books. After that, you have the option to do your regular bank reconciliation

 

If you need additional assistance while managing your bank transactions, let me know. I'll be around to provide further assistance. Have a nice day.

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