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megcellent
Level 1

Connected bank account to QBO but it will not show correct balance

I connected my Wells Fargo account to my QBO today, but QBO shows the bank account balance as zero (which is not accurate). Have tried updating it and disconnecting/reconnecting. No luck. Customer service chat rep was not able to help me in the time I had. Any ideas? 

2 Comments 2
AlcaeusF
Moderator

Connected bank account to QBO but it will not show correct balance

Hello there, @megcellent.

 

I appreciate you for providing details about what you've tried on your end. I'm here to help you show the correct bank balance in QuickBooks.

 

The information that will reflect in QuickBooks is dependent on your financial institution. If the balance is inaccurate on your bank's website, I recommend contacting their customer support team.

 

They will be the ones who can update the details on your behalf. Once done, you can run the manual update to refresh the connection with QuickBooks and reflect the changes.

 

Here's how:

 

  1. On the left navigation bar, click Banking.
  2. Select the bank account.
  3. Hit Update1.JPG

 

If the balance is accurate from the bank's website but not in QBO, I suggest contacting the QuickBooks Support Team again. This way, they'll be able to investigate why the figures don't match.

 

I know that you've already contacted us via chat, however, Community is a public forum. Our Support Team has access and tools unavailable to me so that your information is kept secure and private.

 

Here's how you can reach them:

 

  1. Go to the Help menu at the upper right. 
  2. Choose Contact Us
  3. Enter your specific concern in the What can we help you with? box. 
  4. Click Let's talk
  5. Select Get a callback or Start a chat
  6. Enter your contact information. 
  7. Choose Confirm my call or Send message

 

Our Customer Support Team is available from 6 AM - 6 PM PT (Monday - Friday) and 6 AM - 3 PM PT (Saturday).

 

For additional reference, I've attached a link you can use to enter older transactions or if bank data is not downloading automatically in QuickBooks: Manually upload transactions into QuickBooks Online.

 

Drop me a comment below if you have any other questions about the bank balance. I'll be happy to help you some more.

megcellent
Level 1

Connected bank account to QBO but it will not show correct balance

Thank you for your reply. I spent all yesterday trying to get the correct balance to show up in QBO and it wouldn't work, but this morning it appeared when I updated again. I think perhaps the issue was that it was a new bank account, not sure. Either way, it looks like it's working now, so I'll hope for the best. :) Thanks again

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