I understand that you are experiencing some roadblocks with your Online Banking, Road.
Could you please provide more information about what happens when you try to update your account? Additionally, let us know if you encounter any error messages during the process. This will help us determine if there is an existing alert related to this issue.
In the meantime, I would like to share some steps to troubleshoot a potential browser-related problem that may be preventing you from updating the bank in QuickBooks Online (QBO). Excessive cache and other browser-related issues can sometimes cause errors while working in the program.
To begin, log in to your account using an incognito or private browsing session. This will ensure that your browser does not retain outdated data from previous sessions.
Here are some steps you can follow:
- Open your browser and click on the three dots in the upper-right corner.
- Select "New Incognito Window" or "New Private Window" from the dropdown menu.
- Log in to your QBO account in the new window.
Alternatively, you can switch to other browsers and log in to your account using them. Google Chrome, Mozilla Firefox, Safari, and Microsoft Edge are all compatible with QBO.
After that, click the Update button in the upper-right hand corner of your Online Banking page. Then, return to your original browser and perform a cache clearing if new transactions are being brought in. For guidance, please refer to the following article: Clear Cache and Cookies to Fix Issues When Using QuickBooks Online.
Additional options are also shared here: What To Do If You Get a Bank Error or Can't Download Transactions in QuickBooks Online.
In case you need more resources and articles related to banking, here are some additional links:
Feel free to ask follow-up questions if you still need more help with your banking transactions and when working in QuickBooks. We're always here to provide our assistance anytime you need it.
