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jessicar-2000
Level 1

One of my linked accounts requires me to log in every time I want to update transactions. But it hasn’t uploaded transactions since may

Navy federal credit union
5 Comments 5
DivinaMercy_N
Moderator

One of my linked accounts requires me to log in every time I want to update transactions. But it hasn’t uploaded transactions since may

I'm here to provide some steps to ensure you'll be able to update your bank transactions in QuickBooks Online (QBO), @jessicar-2000

 

First, may I know if you encounter any error messages when attempting to update the Navy Federal Credit Union bank in QBO? That information is a great help so I can provide a timely solution. 

 

In the meantime, let's perform some troubleshooting steps to resolve this. We can start by manually updating the transaction to refresh the connection of your account with the program. Here's how:

 

  1. In your QBO account, go to the Bookkeeping menu.
  2. Then, Transactions tab and click Bank transactions.
  3. From there, select Updatebankupdate.PNG

 

If the same thing happens, I recommend logging in to your bank's website to verify if there are any maintenance issues. Once signed in, check if there are messages, notifications, or alerts that need immediate action. This may be the reason why transactions don't sync to your account. 

 

However, if the issue persists, you may proceed to Step 3 of this article about updating your banking info in QBO: What to do if you get a bank error or can't download transactions in QuickBooks Online. It also includes a list of banking errors and its corresponding fixes. 

 

Additionally, you might want to manually upload bank transactions to QBO using a CSV file. Then, refer to the instructions in this link to categorize and match them in QBO: Categorize and match online bank transactions in QuickBooks Online.

 

Please let me know any updates on how this goes. I appreciate any information you can add. I'm just around here in the Community to provide further assistance in resolving your banking concern. Have a good one. 

jessicar-2000
Level 1

One of my linked accounts requires me to log in every time I want to update transactions. But it hasn’t uploaded transactions since may

I was able to update transactions. But ever time I confirm my identity with the code, it still leaves my account unconnected. 

Fiat Lux - ASIA
Level 15

One of my linked accounts requires me to log in every time I want to update transactions. But it hasn’t uploaded transactions since may

@jessicar-2000 

Utilize the trial version of MT Online to isolate the issue. It is designed to import into any bank or credit card in QuickBooks Online, so there is no specific setting needed. If the same issue persists, there is an ongoing problem at your bank or connection.

https://www.moneythumb.com/?ref=110

 

Anonymous
Not applicable

One of my linked accounts requires me to log in every time I want to update transactions. But it hasn’t uploaded transactions since may

Thanks for the prompt reply, jessicar.

 

After entering the security codes should enable your account to stay connected to your QuickBooks Online (QBO). In this, I want to shed some light to ensure you have a seamless experience with our banking feature.

 

Beforehand, did you encounter a specific bank error? For this, we have various fixes available for that specific error. You may want to check out this article for detailed steps: What to do if you get a bank error or can't download transactions in QuickBooks Online

 

My colleague is also correct about visiting your bank website for possible ongoing maintenance updates. In the meantime, you can follow Divina_N’s suggestion to manually update or upload your bank transactions to keep this updated with the latest transactions.

 

If the issue persists, I suggest you contact our Technical Support Team. This way, they can securely check your account and provide fixes immediately.

 

You can always drop by if you have more questions about connecting bank. Just add a reply to post them here. Stay safe! 

jisego
Level 1

One of my linked accounts requires me to log in every time I want to update transactions. But it hasn’t uploaded transactions since may

A mobile banking app development company specializes in creating customized mobile applications that enable users to perform banking transactions on the go. These apps are designed to provide secure and easy access to a variety of financial services, such as checking account balances, transferring funds, paying bills, and managing investments. The app development process typically involves a team of experienced developers, designers, and QA engineers who work together to build a user-friendly, scalable, and secure application that meets the client's business requirements. With the increasing popularity of mobile banking, these companies play a vital role in helping financial institutions keep up with the demands of their customers.

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