Quickbooks wont update my transactions from bank

Hi there, david238.

It's nice to see you posting your concern here in QuickBooks Community. I'll share some information to make sure you're able to see the updated entries in QuickBooks Online.

Which financial institution are you using for online banking? Are you getting any error messages during the update? This way, we can check with our engineers if there any reported issues similar to your bank.

In the meantime, let's try some basic troubleshooting steps to update it. To start with, I suggest clicking the Update button on the Banking page. It refreshes the connections between the bank's website and QuickBooks.

Here's how:

1. On the left pane, click Banking.
2. Click to highlight the account you're updating.
3. Click the Update button. Please run the update around 3-5 times to build a stable connection.

If you get the same result, you'll need to verify if you can log in to your bank's website through the URL that it has provided for online banking. Make sure you're using the same URL in QuickBooks Online.

Here's how:

1. On the left pane, select Banking. 
2. At the top left, select Banking. 
3. Select Add Account. 
4. Search and select your bank from the list. 
5. Click the login URL for your bank's website posted at the top of the window 
6. Log in using your bank username and password
7. Verify that you are able to access your account through this linked website. Log in and confirm that you can see your account summary, account history, and account details without any errors.

Once you verify that you can connect to your bank's online website, you can update the bank transactions again. If the issue persists, I recommend following the additional solutions found in this article and go directly to steps 3 and 4: What to do if you get a bank error or can't download transactions in QuickBooks Online.

After that, you can now categorize your transactions by matching and adding them to avoid duplicate entries and reconcile your accounts so your account stays accurate.

Don't hesitate to post again if you have additional queries about connecting or update your bank in QuickBooks Online. I'm always here to help.

@david238 

If your bank supports SlickConnect, utilize the trial period of it to isolate the issue and identify the root cause.

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

Thanks but I shouldn't have to use a third party to make Quickbooks work.

I already did all this plus more and it still doesn't work. Your tech support is lacking and I don't want to sit on the phone for 45 minutes with a person who is less knowledgeable than me.  

I hear your sentiments, @david238.

I'll make sure you can update your transactions in QuickBooks seamlessly.

Since you've already done all the steps needed, I suggest contacting your bank. You can ask them if there are new alerts, system maintenance or policy changes on their end.

If all is well on the bank's side, I suggest reaching out to our support team. I know you're hesitant to contact them but I'd still recommend getting in touch with one of our agents. This way, they can perform a secure screen-sharing session or escalate this case if needed.

Please make sure to check our support hours so they can assist you right away.

Here's how to do it:

1. Click the Help (?) menu at the top, and then tap Contact Us.
2. If you're routed to the QB Assistant page, type Contact Us.
3. Select Talk to a human. 
4. Choose the Never mind option, and then I still need a human. 
5. Click the Contact Us button.
6. Type your question or concern on the search box, like "My bank transactions won't update."
7. Click Let's Talk.
   
8. Select either the Get a call or Start messaging option.
9. Complete the details needed, and then follow the on-screen instructions to proceed.

After fixing the said issue, you're now ready to categorize and match your entries. This helps prevent duplicates and make sure you're putting them into the right accounts.

You can leave a comment below if you have more banking concerns or any QuickBooks-related questions. I'm here to back you up.

I've done all of this and still no one has fixed it. Thinking about changing to another company for books. This is rediculous how slow customer service is. 

I definitely understand how convenient it can be to update bank transactions, Kevdesh4.

May I know what bank you're trying to update? Did you receive an error message?  It will help me check if there are any issues related to it.

You can also check from your bank if they have ongoing maintenance that prevents you from updating transactions in QuickBooks. I'll also add a workaround to help you update your books with the bank transactions that didn't download. To start, you can log in to your bank's website and pick the date range on the transactions you want to upload. Then, download and save it in a file format that we support such as .CSV, .QBO, or .QFX. After having a copy, you can follow these steps on how to import them into the system:

1. Go to the Banking or Transactions menu and then Banking.
2. Select the blue tile for the account you want to upload the transactions into.
3. At the upper-right, click the Link account dropdown and then Upload from file.
4. Select Browse and then select the file you downloaded from your bank. Then select Next.
5. In the QuickBooks account ▼ dropdown, select the account you want to upload the transactions into. Then, Next.
6. Match the columns on the file with the correct fields in QuickBooks. Then, select Next.
7. Select the transactions you would like to import. Then select Next.
8. Click Yes and then select Let's go.

Then, you can review and categorize your transactions. For the detailed steps on the upload process, you can click here. 

Let me know if you have other questions in handling bank downloaded transactions. Take care!

@Kevdesh4 

Which bank? 

Same here. I spent so long on the phone trying to figure out the problem. I purchase QB through Apple Pay. My account renewed for the year last month and last week i started getting a pop up message when I signed on that my account was expired. The only thing that isn’t working is my transactions haven’t updated but the amount in the account is correct. After continuously explaining to the “costumer service” people that it’s a QBs problem and not an Apple problem they finally started an investigation. I reached out today to see when I can expect it to be fixed and was told not until July 7th!

I realize it's a year old thread, did you ever find a solution? I am having the same problem. Today is 8/31, it says the last update was 8/25, the last transactions I see are from 8/24, however, the account balance it shows is the actual account balance (we have multiple transactions daily so no chance it would be the same 6 days later)

@rrlds 

Try opening your QBO account on any private/incognito browser.