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dudiy
Level 2

Hi, for the second time now this week, my QBO doesnt complete the banking update and the icon keeps spinning. How can I fix this? Is the company aware of this?

 
Solved
Best answer September 05, 2020

Best Answers
Adrian_A
Moderator

Hi, for the second time now this week, my QBO doesnt complete the banking update and the icon keeps spinning. How can I fix this? Is the company aware of this?

Hello there, dudiy.

 

Can you tell me the name of your bank that you're having a problem with? So, I can check on my end for any related concerns with your bank.

 

In the meantime, let's isolate this issue by running some troubleshooting steps. To start with, let's open your QuickBooks account on a private window. This is the best place to identify any browser-related concerns.

 

I've added these keyboard shortcuts to open one:

 

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

 

If you're able to see the other Capital One account, we can go back to your main browser and clear its cache. A piled cache can also be the reason for some unexpected issues on the opened pages.

 

We can also use a different supported browser like Google Chrome, Mozilla Firefox, Microsoft Edge, or Safari.

 

You can also take a look at this article if you want to create a bank rule to categorize bank transactions: Setup bank rules to categorize online banking transactions in QuickBooks Online.

 

Let me know how it works on your end by leaving a comment. Keep safe!

View solution in original post

gayatriluthfias20
Level 7

Hi, for the second time now this week, my QBO doesnt complete the banking update and the icon keeps spinning. How can I fix this? Is the company aware of this?

Hi @dudiy , thank you have posted in Quickbooks community.

 

Some times open QB in private window, clear cache and browsing hiatory first then try update would help.  Try to update three times during non-peak hours. As a workaround upload your bank transaction manually. Here i give you article about Manually upload transaction .

 

Glad to assist you.

View solution in original post

8 Comments 8
Adrian_A
Moderator

Hi, for the second time now this week, my QBO doesnt complete the banking update and the icon keeps spinning. How can I fix this? Is the company aware of this?

Hello there, dudiy.

 

Can you tell me the name of your bank that you're having a problem with? So, I can check on my end for any related concerns with your bank.

 

In the meantime, let's isolate this issue by running some troubleshooting steps. To start with, let's open your QuickBooks account on a private window. This is the best place to identify any browser-related concerns.

 

I've added these keyboard shortcuts to open one:

 

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

 

If you're able to see the other Capital One account, we can go back to your main browser and clear its cache. A piled cache can also be the reason for some unexpected issues on the opened pages.

 

We can also use a different supported browser like Google Chrome, Mozilla Firefox, Microsoft Edge, or Safari.

 

You can also take a look at this article if you want to create a bank rule to categorize bank transactions: Setup bank rules to categorize online banking transactions in QuickBooks Online.

 

Let me know how it works on your end by leaving a comment. Keep safe!

gayatriluthfias20
Level 7

Hi, for the second time now this week, my QBO doesnt complete the banking update and the icon keeps spinning. How can I fix this? Is the company aware of this?

Hi @dudiy , thank you have posted in Quickbooks community.

 

Some times open QB in private window, clear cache and browsing hiatory first then try update would help.  Try to update three times during non-peak hours. As a workaround upload your bank transaction manually. Here i give you article about Manually upload transaction .

 

Glad to assist you.

dudiy
Level 2

Hi, for the second time now this week, my QBO doesnt complete the banking update and the icon keeps spinning. How can I fix this? Is the company aware of this?

Hi, thank you for replying. For now it worked. I signed in once in incognito mode (Chrome) and it was able to finish the update. I did not clear any cache or history, just used it regularly. After that I logged once more from a regular browser and it worked ok again with updating the two back accounts. We'll see tomorrow. Thanks, David.

dudiy
Level 2

Hi, for the second time now this week, my QBO doesnt complete the banking update and the icon keeps spinning. How can I fix this? Is the company aware of this?

Hi, thank you for replying. For now it worked. I signed in once in incognito mode (Chrome) and it was able to finish the update. I did not clear any cache or history, just used it regularly. After that I logged once more from a regular browser and it worked ok again with updating the two back accounts. We'll see tomorrow. Thanks, David.

jam1188
Level 1

Hi, for the second time now this week, my QBO doesnt complete the banking update and the icon keeps spinning. How can I fix this? Is the company aware of this?

I have a similar issue all this week, except that the Banking account Update icon is automatically spinning when I come into the Banking option, without even clicking the Update icon. I've tried a different browser and incognito windows with no change; it's spinning in all applications and doesn't update or finish. 

Jen_D
Moderator

Hi, for the second time now this week, my QBO doesnt complete the banking update and the icon keeps spinning. How can I fix this? Is the company aware of this?

Thanks for providing in-depth details about the issue you're getting and the troubleshooting you did, @jam1188,

 

We want to make sure this issue is reported immediately to our Support Team. You already followed the recommended steps to resolve this bank update problem, so we have to forward you to our live representatives for the fix.

 

To connect with our Team, follow the steps below in your QuickBooks Online account:

 

  1. Go to the Help menu in QuickBooks, then choose the Search tab.
  2. At the bottom click on Contact us.
  3. Enter the keyword Banking, Account Management and Billing in the What can we help you with? box.
  4. On the next screen, scroll down to How would you like to connect with us section.
  5. Choose Chat with us to initiate a discussion with a live agent.
  6. Enter you account contact information then press Get a chat.
  7. When using this option, make sure to enable pop-up windows. The chat box will appear at the bottom right section of your monitor, and an agent will be with you shortly after. See this:

 

Also, if you are in rush to get bank transactions in your account for reconciliation, upload the transactions manually. Download the data from your bank then map the transactions in a CSV file.

 

Once it is ready, start importing the file to your QuickBooks Online company. Follow these steps:

 

  1. Open your QBO account and tap the Banking menu.
  2. Click the Link Account drop-down.
  3. Tap the Upload from file option.
  4. Press Browse and choose the file you want to upload.
  5. Choose an QBO file from the list, then Open.
    IMPORTQBOQUICKBOOKSONLINE Step 4: Browse a QBO Quickbooks Online
  6. Follow the on-screen instructions to map the fields.
  7. Select the transactions to import.
  8. Click Yes then Let’s go.

 

When the online banking connection is reconnected, the bank might re-download the transactions that were not fetched before. To avoid any duplicates, exclude them in the For Review tab. Here's how:

 

  1. Go to the For Review tab.
  2. Mark the box next to each transaction you want to exclude.
  3. Select Exclude from the pop-up at the top.
  4. Excluded transactions are then moved to the Excluded tab, and won’t be added to QuickBooks or be downloaded again. To permanently delete duplicate entries, put a check mark on them, then hit Delete.

     

 

To learn more about mapping and uploading bank entries, see the following article:

 

 

Kindly post an update on how it goes after contacting our Support Team. I want to make sure this is taken care of and I'll be right here if you need anything else with QBO Banking. Have a good one!

jam1188
Level 1

Hi, for the second time now this week, my QBO doesnt complete the banking update and the icon keeps spinning. How can I fix this? Is the company aware of this?

Thanks for the quick reply and detailed instructions.....that's great customer service! After a reboot this morning, the Update functionality in Banking is now working normally again. Perhaps it was an issue on my end. Thanks again for your help. #appreciative

RCV
QuickBooks Team
QuickBooks Team

Hi, for the second time now this week, my QBO doesnt complete the banking update and the icon keeps spinning. How can I fix this? Is the company aware of this?

Thanks for coming back, jam1188.

 

It's great to know the solutions provided by my colleague works on our end. For other solutions on how to troubleshoot banking issues, just check out these articles: 

 

Feel free to visit our Banking page for more insight about managing your bank transactions in QuickBooks.

 

You can always visit the Community if you need a hand with reconciling your bank accounts or any QuickBooks related. I'll be here to ensure your success. You have a good one. 

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