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leapinfrog1
Level 1

Cannot connect to bank for updates

 
5 Comments 5
IamjuViel
QuickBooks Team

Cannot connect to bank for updates

Making sure that you're able to connect your bank is my priority, @leapinfrog1.

 

First, what is the name of the bank you're having difficulty in connecting with QuickBooks? This is for me to further investigate to determine the root cause why it's not updating.

 

In the meantime, QuickBooks connection to your financial institution is a read-only type. The system depends on the data your bank shares with us.  Also, here are some some factors that you'll need to consider when downloading bank transactions which may cause the issue that you have:

  • Some banks and credit card companies don't post transactions for download until later in the day or the next morning.
  • Some banks will show a transaction on their website but won't download the transaction until it posts.
  • If the missing transactions are the most recent ones, wait at least 24 hours in case your bank doesn't make them available immediately.

Let's apply the following troubleshooting steps to rectify this issue. 

  1. Log in to your bank’s website outside QuickBooks.
  2. Review your posted transactions and check for any connectivity error notifications.
  3. Once completed, login your QuickBooks Online account.
  4. Let’s perform a manual update on your connected bank account.

          a. Go to the Banking menu.

          b. Select the Banking tab.

          c. Locate the bank account that the transactions should be posted.

          d. From the Update drop-down, select Update Now.

          e. If prompted, enter your Multi-Factor Authentication (MFA) credentials.

          f. Click Continue Update.

 

Once completed, your transactions will display in the For Review tab. You can start reviewing and assigning expense categories to each imported transactions. However, if you have a lot of transactions that were not downloaded in QuickBooks, you can import it in QuickBooks through WebConnect. You can read through these articles for more details about the process:

Also, to learn more about resolving issues in updating your bank transactions, you can browse these articles:

Visit us here again if you have other questions or concerns .  I’ll jump right back in to help. Wishing you continued success.

Michaelnow63
Level 2

Cannot connect to bank for updates

iam not sure what bank to try anymore. I thought i had accounts at several different banks, but everytime i will get so far trying to gain a little cash  all the banks then shut me down saying they eather locked my account, closed or call coustomer support. then i get nothing. so i go bank looking again.ive been trying to link my different banks but something keeps stoping me.I THINK ITS GOOGLE CAUSING ALL MY PROBLEMS.WHERE CAN I BANK START OVER WITHOUT LOSING EVERTHING ELSE IVE DONE.PLEASE HELP.     MICHAEL HENRITZE     HENRITZE CONTRACTORS

 

AileneA
QuickBooks Team

Cannot connect to bank for updates

Hello, Michaelnow63. 

 

I know how it feels and frustrated it is when everything seems not to work on your end. Let's isolate this case using a private window to verify if this is related to your browser issue.  

 

There are times that the browser stores frequently-accessed data, thus causing some errors or unusual behavior.   

 

Let's try logging in to your QuickBooks Online account using a private or a different browser. Here's how:

 

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

 

Once logged in, go back to your banking page and try to link your account. If it rectifies the problem, clear the browser's cache. Clearing the cache or cookies is the best way to get a clean slate for your browser. Or you can use other compatible browsers. It could be that the one you're currently working on has a temporary issue with QuickBooks.    

 

If the same thing happens, I recommend reaching out to our customer support team. One of our representatives will able to pull up your account in a secure session and help you review your account.  

 

To make sure you get prioritized on your concern. Please check out our support hours and contact us at a time convenient: ​​Support hours and types.    

 

 Reach out to us if you need further assistance. We'll always be glad to help. Stay safe!

cbhc1
Level 1

Cannot connect to bank for updates

QB still will not connect to US Bank please fix 

Jessica_young
Moderator

Cannot connect to bank for updates

I'm glad you reached out, @cbhc1.

 

Bank connection issues are super frustrating, so I look forward to getting this figured out for you!   I suggest beginning with some browser troubleshooting that my colleague, @AileneA suggested above.

 

Are you receiving an error when you try to connect your bank? This will help me decipher what next steps will need to be taken. 

 

In the meantime, you can check out this helpful article: Open Banking connection errors.

 

I look forward to hearing from you! 

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