My Quickbooks Online Banking update is stuck in a loop and hasn't pulled any new transactions in two days? How do I get it working again?

Hi there, @KRWehmeyer. 

I appreciate you for performing the bank update to bring your new transactions to QuickBooks. This troubleshooting step should isolate the issue when the bank stops bringing entries to QuickBooks Online (QBO). Since the error continues even after clearing the cache, I would like to know your bank's name so I can look into this further and check possible open investigations concerning your bank specifically.

In the meantime, you may upload your entries manually through a web connect file. This way, you can get your account up to date. I've included these steps as your guide:

Download the transactions from your bank:

1. Sign in to your bank or credit card's website.
2. Follow your bank's instructions to see how to download CSV files of your transactions to your computer.
3. Check the date range for the download. It will need to be at least one day before the date of your oldest transaction.
4. Download your transactions. Then, save the file somewhere you can easily find it, like your computer's desktop.

Upload them to QuickBooks:

1. Go to the Banking menu. 
2. Choose the blue tile for the account you want to upload the transactions into. 
3. Pick the Link account dropdown. Then, hit Upload from file. 
4. Tap on Browse, then select the file you downloaded from your bank. Hit Next. 
5. From the QuickBooks account dropdown, choose the account you want to upload the transactions into. Then, click on Next. 
6. To match the columns on the file with the correct fields in QuickBooks, please follow the onscreen steps. Tap on Next when finished.
7. Select the transactions you'd like to import, then click on Next. 
8. Hit Yes. 
9. Once you're ready, tap Let's go.

When the system brings your new transactions automatically causing duplicate records from the manually uploaded ones, you can simply remove them from the For Review tab. Here's how: Exclude a bank transaction you downloaded into QuickBooks Online.

If you receive specific error messages, you can also check out the resolution provided from this article: What to do if you get a bank error or can't download transactions in QuickBooks Online.

When everything is in place, you're now ready to categorize the transactions to put them into the correct accounts. Then, proceed with your reconciliation to keep track of your statements and balances.

If you have any other banking concerns, let me know by adding a comment below. I'm more than happy to provide additional assistance. Have a great weekend!

Same here!

We have 5 accounts that haven't updated since 11/18/2021. This is the first time I've seen this occur.

Unfortunately, support is closed for the day, and according to status.quickbooks.intuit.com, all systems are functional. Hopefully a member of their IT support see these posts, as you're not the first to post about this.

** NOTE: Opening QBO in an incognito window did not help. Also tried updating the accounts in the QBO Android App (latest version), and still no update.

Hi there, @urbancowboy1994. Thanks for giving details about your banking concern.

I see you have a similar post answered by my colleague, Angelyn_T. If you haven't received any notification yet, you can click this link to be routed to the conversation.

Also, reviewing your accounts to ensure that real-life bank and QBO balances are in sync is a breeze. This can be done by performing the reconciliation process. Once finished, you can also pull up a reconciliation report that you can save to serve as a reference to avoid reconciliation issues in the future.  

If you have any other banking concerns, feel free to post again here in the Community. I'm always around to help. Take care.

None of my accounts are working - 1st Source Bank, KeyBank, Lake City Bank, American Express or Capital One (the latter two are corporate credit cards).  Tonight I disconnected each account and then attempted to re-connect them.  On every account I saw a message saying QuickBooks was pulling in "Money In" and "Money Out" transactions with two progress bars.  The second progress bar got about 80% of the way there and then locked up.  I waited over 15 minutes the first time and it never responded.  The Banking tab shows the accounts as re-linked but all of them have a $0 account balance and no transactions were imported.

I have gone so far as to use a different PC entirely.  The problem persists.  So this is something clearly on the QBO side, and now the question is whether it is specific to my username/password or our business account in general.  I will have an associate log in Monday morning to see if they get the same errors.

Hi there, @KRWehmeyer.

I'm here to help you rectify this connection issue.

Certain bank errors block QuickBooks from downloading new transactions. If you happen to encounter one, follow the links listed in the Step 4 section of this article to be guided in fixing it: What to do if you get a bank error or can't download transactions.

If you didn't receive any error messages, you can try signing in to your bank’s website to check if everything is working on their end. Then, manually update your bank connection to get the latest available transactions. Here's how:

1. Select Banking or Transactions from the sidebar menu.

2. Go to the Banking tab.

3. Choose the appropriate bank account.

4. Click Update.

You may also perform some basic troubleshooting steps to isolate the issue. At times, the accumulated cache in your browser causes sync and connection issues between your bank's website and QuickBooks. Start by accessing your QBO account in a private or incognito window. Please refer to the shortcut keys I've listed below:

• Ctrl + Shift + N for Google Chrome

• Ctrl + Shift + P for Firefox & Microsoft Edge

• Command + Shift + N for Safari

Once you're in, head to the Banking or Transactions menu again. If you're able to connect without any issues, go back to your regular browser and then clear its cache and cookies to start over fresh. Alternatively, you can switch to other supported browsers.

Lastly, here are some articles that you can read to help speed up the reviewing process of your online bank transactions:

• Categorize and match bank transactions

• Setup bank rules

I'll be right here to continue assisting if you have any other concerns or additional queries. Just leave the details below and I'll get back to you.

@Maybelle_S 

Good morning! This issue has been moved to this thread.

These troubleshooting steps do not rectify the issue, as I and other business owners have discussed in this and similar threads. The issue is not present in our bank accounts, and we've all tried incognito windows which automatically clear all cookies or anything else the browser might have that can lead to a conflict.

When multiple users suddenly start experiencing the same issue, that's a pretty good indication that something is wrong on the QBO side, but it seems as though no one wants to admit that. We're just trying to help get this issue resolved, and it seems like we're getting the runaround. If you are able to get in touch with your IT team or whatever department is able to diagnose issues on the QBO side, we'd all really appreciate that.

Have a blessed day!

I have tried multiple browsers and have cleared cache and done private window. None of these are working for Regions or Frandsen bank.  I have tried the app on my phone and iPad as well and get the same spinning wheel there with no updates since 11/19.

Sorry duplicate

I appreciate you for performing the troubleshooting to fix the error, @jockV. We'll surely keep our eye on this concern so you can work with your bank transactions as before.

There are several reported issues by other users experiencing the same behavior as yours. I love to check this for you but for security reasons, I won't be able to display personal information here in the Community including your information.

For the time being, you can reach out to our Support Team for further assistance. A live agent can pull up your account securely and investigate this error. To contact support:

1. Sign in to your QuickBooks Online (QBO) account.
2. Go to the Help (?) menu.
3. Select either tab to get started:
   • Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still choose to Talk to a human.
   • Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with support.

Our live support is open M-F 6 AM to 6 PM PT and Saturday 6 AM to 3 PM PT.

To get your accounts up to date, you may upload your entries manually using an Excel CSV file. You can check out the instructions I've added above for the details.

Once the transactions are added to QuickBooks, you can categorize the transactions to put them into the correct accounts. Then, proceed with your reconciliation to keep track of your statements and balances.

If you have follow-up questions specific to the error message you're getting, let me know by adding a comment below. I'll be right here to help. Have a good one!

QBO Engineers have fixed this issue! Everyone log out, log back in, and update those accounts! :)

I just disconnected one bank account from the Chart of Accounts and added it back and now it's fine.  Wayyyyyyy simpler/faster than what they recommend above.

UPDATE:

Well...it WAS working 7 hours ago when the issue was said to be fixed. Now, the issue has returned. Unfortunately, QBO engineers will need to re-evaluate this matter and ensure a permanent fix, as we are nearing the holidays and month-end.

Any QBO Support staff that see these threads, please ensure this case is opened once again, with high urgency.

The problem was back for me again this morning.  Same symptoms - spinning wheels forever. Log out and log back in and they're still spinning.

Hi there, @KRWehmeyer. 

Thanks for sharing your concerns with us. 

I've checked through our investigations and see that this matter has been closed and resolved. Since you're still experiencing this issue and have gone through all the troubleshooting steps listed above, I recommend contacting our Technical Support Team. This way, one of our agents can review your account in a secure environment and have the tools to escalate this issue to our engineering team. 

To connect with an agent: 

• QuickBooks Online Support

Please don't hesitate to let me know if you have any questions or concerns. Take care! 

This is not fixed at all. I've done everything support suggests and it's still a problem. Quickbooks has told me it's my bank's fault (Wells Fargo) b/c WF doesn't support QB online, except I'm seeing other people posting that they have the same issue with other banks so that's NOT IT. It's a QB issue and they need to fix it STAT. It's absurd.

Wasting time all day trying to figure out how to get this transaction wheel to stop spinning and update my accounts! How absolutely frustrating. This has been a known issue for quite some time. Quickbooks, this is on your end, not the user or the bank feeds. Fix this please. Clear cache/sign in & out/Firefox/Chrome/Safari - nothing works.

Hello there, @hd372.

I appreciate you for joining us here in the thread and that this is not the experience that we would like you to have. You can consider contacting support. This way, one of our representatives can check and investigate your account to determine the cause of this issue.

Additional, here are some articles to help you in the future:

• Fix bank error 390 and 1000 in QuickBooks Online
• Unmatch downloaded bank transactions or move them to another account
• What to do if you can’t find downloaded transactions in QuickBooks Online
  
  

The Community is always open if you need help with your QuickBooks-related queries. To notify us, click the REPLY button below. We'll keep an eye for your response. Keep safe and stay hydrated!

Nope. I've contacted support COUNTLESS times and they always end up saying "we don't provide service between QB online and Wells Fargo" so they don't open up any support investigation. And yet it's NOT just an issue between QB online and WF as you can see from the prior people talking about other banks. It's a QB issue and none of the support you link to is relevant.

With all due respect, the canned responses QB provides to it's CS reps are truly absurd and insulting. There are plenty of known issues of this transaction update wheel spinning into eternity. I have seven different accounts - all of them supported by, and linked electronically to QuickBooks. This is NOT an issue that can be simply blown off by saying QBO does not support feeds between whatever given bank, such as Wells Fargo; it happens with Cap1, Citi, Amex, etc. This seriously needs to be looked at, as it is very unbecoming of a large company to blow off serious issues like these. A cursory search of similar queries such as "qbo transaction update wheel spinning" will show this is a widely known issue that:

a) QBO has no interest in fixing.

b) QBO "engineers" so-called lack proper training to fix what a 14 year old blindfolded child with a keyboard and net connection could probably fix in a moments time.

What will it take to get this fixed? I love QB when it works, but please note, other companies have created platforms such as QB with standard features that I pay a premium for. To have this spinning transaction download issue while paying good money as a subscriber, is truly upsetting. One more person offering advice to clear my cache, go in with a different browser, an anonymous browser, sign in sign out, disconnect and reconnect an account, is a clear indication the ship at QBO is sinking. Please fix this darn thing.

Another day, another spinning transaction update wheel. Could Quickbooks please figure this issue out? I'm started to get paranoid when I click the update tab. Once again, it's Groundhog Day.

Welcome back, hd372.

I appreciate you for sharing your experience with the spinning transaction update in QBO. 

To give you an update, on the investigation about banking transactions behavior. That said, I recommend contacting our QuickBooks Support. I understand that you've already contacted us for the same reason, however, this issue requires an in-depth investigation to identify the reason why you're still experiencing the same issue.

Here's how you can reach us:

1. Go to the Help menu at the upper right.
2. Select Contact Us.
3. Enter your concern.
4. Click Let’s talk.
5. Choose Get a callback. 
6. Type in your contact info.
7. Select Confirm my call.

The availability of support depends on which type of subscription you're using. You can check out this article for our contact information. Click on the QuickBooks Online drop-down to see the most updated support schedule: Support hours and types.

You might also need this article about categorizing downloaded transactions in QBO: Categorize and match online bank transactions in QuickBooks Online

Reach out to me with whatever questions you may have about QuickBooks. I’m more than happy here to assist you further. Have a good one.

Infuriating!!!!

This happens every couple weeks.  Luckily I work with someone who knows the deficiencies that are inherent in QBO.   Its a brutal fix and I hate it.   You literally have to disconnect your bank acct, create a new one, download all transactions for the dates it F'd up and then delete the old acct and use the new one etc etc etc

You should see the cash sections I get from QBO clients.  4 accts with negative balances, 4 with positive.  They tell me they only have one acct but QBO keeps screwing up the banking connection and they don't know how to get it back.

QBO is a failure performance wise but a financial boon to Intuit.  The American way - screw the consumer and take their money.    Who cares about your reputation as long as your banking it, right Intuit?

I hear your sentiments, @erneumann. I'm here to help you.

I'd like to know more about this issue in question. Can you share more information about your banking issue? This way I can provide you with the solution that fits your situation.

Please don't hesitate to post a reply and I'll get back to you as soon as possible. Have a good one!

I am having this same issue this weekend. I have tried everything listed in the above messages.  It has been updating for two days. Logging out doesn't help, clearing cache/cookies stops it but then it comes back on, different browser and different computer no change. All bank connections are up to date. This must be something on QBO side....QBO needs to reset this...