Hi there, Rita. 

Thank you for reaching out to us regarding the bank sync issue you're experiencing. We understand how important it is for you to have this feature working seamlessly.

Our Support Team is currently working diligently to resolve this issue. We assure you that we are making every effort to find a solution as quickly as possible. We appreciate your patience and understanding during this time.

Once we have an update or if there are any necessary steps for you to take, we will immediately notify you. In the meantime, if you have any other questions or concerns, please don't hesitate to contact us. We're here to help.

I'd be delighted to assist you with any banking connectivity issues or banking concerns you may have. Please know you can share them on the Community page at any time. We’ll help you resolve them.

I know the answer you gave was a standard answer. What I want to know is if my message has been given to those who are working on my issue. It is obvious that they have been "working" on this issue for two years. Is there any way to tell someone who can fix the issue about my unique situation? It might help them fix it.

I switched over to QB Online about 2 months ago.  All of my bank and cc have been syncing.  Now 4 of my bank accounts have not been syncing.  I have a case number 15104162122.  My bookkeeper has worked with two QB online specialists to no avail.  We went to incognito mode online, updated the banking accounts and nothing worked.  

@Frustrateduser2001 

Use MT Online or one of the converter tools (e.g csv2qbo @ $60 one time license) as a workaround.

https://www.moneythumb.com/?ref=110

I have the same problem like you  bank stopped syncing  to chase bank

Hi, Kelvin.

We appreciate you for reporting that your Chase Bank account isn't syncing. Our team is investigating the matter, and our engineers are working to determine the root cause of this unexpected issue.

I suggest reaching out to our support team to have you added to the list of affected users. This way, you'll receive email updates regarding the progress of the investigation.

Here's how:

1. Go to the Help menu.
2. Select Search, then click Contact Us.
3. Type your issue in the field.
4. Select Continue.
5. If you want to get in touch with us, you can either click on the Chat with us or Have us call you an option.

In the meantime, you can manually import Chase Bank transactions using Quickbooks Online (QBO) files.

For a more detailed guide on manually importing your bank transactions, please refer to this article: Manually upload transactions into QuickBooks Online.

Additionally, you can check out this article for more guidance on categorizing your transactions: Categorize online bank transactions in QuickBooks Online.

If you have any concerns other than banking, please share them in the Community. Stay safe!

Does anyone have the ability to see their bank accounts syncing on a daily basis?  Sometimes my banks will sync and sometimes not.  There is no rhyme or reason.  Who has QBO working completely functionally with their bank accounts/cc?

Thank you for reaching out to the Community about your banking concern. I'm here to help ensure you can use the bank feeds feature seamlessly.

Before performing any troubleshooting steps, may I know the name of your Financial Institution (FI)? Did you receive any error codes or messages? This will help determine if we have any reported issues and ensure a timely solution. 

QuickBooks Online (QBO) automatically downloads transactions every night. When the download seems stuck or you're not getting the latest entries, let's perform a manual update to refresh the online banking connection.

Here's how:

1. Go to the Banking menu on the left panel to choose Banking or Transactions and then select Bank transactions
2. This action will open a page that shows the list of your accounts connected to the bank feeds.
3. From there, tap the Update button in the upper right.
4. If you see a message about additional authentication, follow the on-screen instructions to complete the process.
   

When QuickBooks downloads new entries, the number of transactions in the blue tile will increase. Otherwise, log in to your Financial Institution's (FI) website to see if everything is working on their end, and then check for the following:

• Look for messages, notifications, alerts, and any announcements about new security requirements.
• Search for any display issues as you navigate the website. These can block QuickBooks from downloading new transactions.

If everything looks good, go back to QuickBooks and update the bank feeds again. If none of these suggestions work, update your bank information. For detailed instructions, check out this article: What to do if you get a bank error or can't download transactions in QuickBooks Online. From there, you'll learn how to troubleshoot any banking errors. 

When new transactions are downloaded into QBO, categorize them to the correct account to keep your records organized. This allows you to reconcile the account easily. 

In addition, these resources contain instructions to find missing downloaded data, manually import transactions, and other banking-related activities:

• What to do if you can’t find downloaded transactions in QuickBooks Online.
• Match online bank transactions 
•  Banking guide 

Reach out to me again if you have other banking-related concerns or questions. I'm always ready to answer them for you. Have a good one.

My accounts were syncing perfectly until I made the mistake of restoring a recent backup. It turns out that QuickBooks doesn't do a complete backup unless you do it manually--even in the advanced version. But that is another story...  When I started a new system, rebuilding from my backup before switching to QBO, I could only sync one account from each bank. The others I had to do manually. I asked for help from numerous people at QuickBooks, but no one was able to help. I went from June until September syncing them manually. Then I went on vacation for a week. I came back and it synced to all accounts on a regular basis. 

This past week I found out why it suddenly started working. My bank did an upgrade last week causing me to lose connection with all accounts. I called the bank to find out what to do and they said their feed to QuickBooks would not be available until a week later. After waiting the week, it still would not work. I called the bank to find the source of the problem. They asked if I had completely disconnected from all of the accounts. I told them that they had done that when they upgraded. She said if I still had them listed in my list of synced accounts that I was not disconnected. She said that I had to disconnect each account from the syncing area. Once I did that, the syncing would be available 5 days later. She assured me that it will all work after the 5 days. Of course, I said it would have been nice to know that when I called a week earlier. She said they did not know it then. They had just been told by QuickBooks late in the week. I will know Monday if it works. But it does make sense with the problems I had earlier this summer. I have no idea why it is set up that way, but I have wondered that about a lot of things on QuickBooks.

I continually receive the message that security info is needed before i can update the transactions.  I do so and all looks fine, until i hit the "update" button again..  This was something that started happening just last week.  I thought I had it resolved through the copy the banks link  and login to my bank "fix" but today that won't work.  ARRRRRRGHHHH. Is QB still not able to offer a fix?

I'll share some insights into why you're continually receiving messages that security info is needed before you can update your transactions, Kim.

The security information procedures happen when your financial institution programs these questions to guarantee a secure transmission of data. If you have set up multiple security questions, they will automatically populate every time you manually update your transactions. 

In this case, we can log in to your bank's website and verify if there are any alerts or notifications. If there are none, I suggest we open your account on an incognito window. This mode will prevent the browser history from being saved.  

Please refer to the following keyboard shortcuts based on your browser type:

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Microsoft Edge: Ctrl + Shift + P
• Safari: Command + Shift + N

Also, I'd like to ask for more details about what you meant by copying the bank links and logging into your bank. Any additional information will be much appreciated. And may I know the name of your financial institution? Or if you've encountered a specific error? This way, I can further verify if there are any investigations related to this concern.  

Meanwhile, I recommend we manually upload your transactions using a CSV file. With this, we can get your transactions into QuickBooks so you can begin categorizing them to ensure accurate financial records. 

You can read this article to learn what to do if you encounter error messages or don't see recently downloaded data in QBO: What to do if you get a bank error or can't download transactions in QuickBooks Online. 

I'm still all ears if you have additional questions about manually updating your accounts in QBO. Take care always!

When I was local the sync works fine;

however, when I travel out of the country, the sync stopped working. 

I did not roaming my phone during the time when I travel out of country. Is that the reason? Or some possible other reasons? 

Let me help you resolve this bank issue you're facing when trying to sync to QuickBooks Online (QBO) while you are abroad.

I'll address some reasons why your bank fails to sync with QBO and provide resolutions to resolve them.

First, unstable or restricted Wi-Fi networks can often lead to syncing problems. Ensure you have a stable internet connection while you are abroad. Additionally, some banks implement geo-blocking measures that restrict access from certain countries for security reasons. It would be worthwhile to contact your bank to verify if such measures are in place.

Another possible reason is if your bank uses multi-factor authentication (MFA). Being out of the country can complicate receiving authentication codes, especially if you do not have phone roaming enabled. Ensure you have an alternative method for accessing these codes, such as via email or an authentication app.

On the other hand, you also have the option to download your transactions manually. To do that, we need to request the transaction information or bank statement in CSV file format from your bank. After doing this, we can manually upload it. Follow these steps:

1. Go to Transactions, then select Bank transactions.
2. Select the blue tile for the account you want to upload the transactions into.
3. Select the Link account dropdown, then click Upload from file. 
4. Select Drag and drop or select files and select the file you downloaded from your bank. Then, select Continue.
5. In the QuickBooks account dropdown, choose the account you want to upload the transactions into. Then, select Continue.
6. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.
7. Select the transactions you like to import. Then select Continue.
8. Select Done once finished.

Lastly, I encourage monthly reconciling your accounts to match your bank statements. Here's a helpful article you can refer to: Reconcile an account in QuickBooks Online.

If you have further questions or need more assistance syncing your bank account to QBO, please don’t hesitate to reach out. Safe travels and take care.