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Level 1

My bank is connected but transactions are not updating correctly. For example, I have checks that cleared our bank account on 12/31, but they are not showing up in qb.

 
6 Comments
QuickBooks Team

Re: My bank is connected but transactions are not updating correctly. For example, I have checks ...

Glad to have you here in the Community, @gkeith.

 

In QuickBooks, bank updates take place when we receive new information from your bank.

 

I suggest waiting for a few hours to give time for your bank to sync with QuickBooks. If it still doesn't update, I recommend performing a manual update.

 

Here's how:


1. From the left menu, select Banking.
2. On the Banking page, select Update.
3. If prompted, enter your Multi-Factor Authentication (MFA) credentials and select Continue update. Note that you need to enter the credentials within 2 minutes after receiving the code.

 

Feel free to read this article for more information about Online Banking: How to Use Automatic and Manual Online Banking Updates?

 

Please comment below if you have any other concerns, The QuickBooks Community team is here to help you.
 

Level 1

Re: My bank is connected but transactions are not updating correctly. For example, I have checks ...


@Alessandra_B wrote:

Glad to have you here in the Community, @gkeith.

 

In QuickBooks, bank updates take place when we receive new information from your bank.

 

I suggest waiting for a few hours to give time for your bank to sync with QuickBooks. If it still doesn't update, I recommend performing a manual update.

 

Here's how:


1. From the left menu, select Banking.
2. On the Banking page, select Update.
3. If prompted, enter your Multi-Factor Authentication (MFA) credentials and select Continue update. Note that you need to enter the credentials within 2 minutes after receiving the code.

 

Feel free to read this article for more information about Online Banking: How to Use Automatic and Manual Online Banking Updates?

 

Please comment below if you have any other concerns, The QuickBooks Community team is here to help you.
 


 

Level 1

Re: My bank is connected but transactions are not updating correctly. For example, I have checks ...

I am experiencing the same problem, It says that my bank account it connected, but transactions are not updating, last transaction is showing as almost a month ago
Moderator

Re: My bank is connected but transactions are not updating correctly. For example, I have checks ...

Hello krow,

 

By clicking on the Update button, QuickBooks will download recent bank transactions. Here's how:

  1. Click on Banking.
  2. Click on Update
  3. In the For Review page, you'll see the latest bank transactions.

If it won't work, please go to the bank's website to check if there's an on-going maintenance. This is one of the reasons why you didn't receive any bank transactions. You'll then manually upload bank transactions using WebConnect. Please see this article for the steps:Manually upload transactions into QuickBooks Online.

 

Let us know if you have any questions. We are here to help. 

Level 1

Re: My bank is connected but transactions are not updating correctly. For example, I have checks ...

I have the same issue. The bank balance updates just fine, but transactions are not coming in. I can log into the banks website without issue too so I know their site is up and running. I know I can upload transactions manually, but that seems a band-aid to cover an underlying issue.

Highlighted
QuickBooks Team

Re: My bank is connected but transactions are not updating correctly. For example, I have checks ...

Hi @Zegerman,

 

Let me route you to the correct support available to get your transactions downloaded in QuickBooks.

 

You may need to disconnect and reconnect your bank account to get your transactions.

 

But here in the Community, we're unable to view your account. I suggest contacting our QuickBooks Online Support team. This way, they can verify your account in a safe and secure environment.

 

They also have the necessary tools to perform a screen sharing to better help and guide you in the process.

 

Here's how you can contact them:

  1. Log in to your QuickBooks account.
  2. Click on Help.
  3. Choose Contact Us.

Please let me know if you have any other concerns. I'll be here to help you.

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