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beddyg1993
Level 1

QuickBooks says my bank account is not synced, despite me receiving an email from he bank verifying an agreement to share information with QuickBooks. How to I fix this?

Bank account is with Chase, if that's relevant
1 Comment 1
JanbonN
QuickBooks Team

QuickBooks says my bank account is not synced, despite me receiving an email from he bank verifying an agreement to share information with QuickBooks. How to I fix this?

Hello there, beddyg1993. I'd be glad to help you successfully sync your Chase bank to QuickBooks Online (QBO). 

 

To begin, let's perform a manual update for your bank connection. This action will refresh and synchronize your bank data, ensuring you have the most current information.

 

  1. Go to Transitions and select Bank transactions.
  2. Choose the bank tile and click the Update button.UpdateBankTransaction.PNG

 

If this doesn't resolve the issue, please check your bank's website for any alerts or notifications that can affect the syncing process.

 

Once you've verified everything and the issue continues, I recommend reaching out to our support team for further assistance. They have the tools and expertise to securely access your account and help identify the root cause of the problem. Please refer to this article for the steps to reach them and their support hours: QuickBooks Online Support.

 

In the meantime, you can manually import your transactions to keep your records updated in QuickBooks. Just be sure to match or categorize them once the connection is restored to avoid duplicates.

 

Additionally, ensure to reconcile your accounts to keep them accurate and up-to-date.

 

Let us know if you have other concerns with your bank connection in QBO. We're here to help you in any way we can.

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