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david238
Level 1

Quickbooks wont update my transactions from bank

 
5 Comments
ChristieAnn
QuickBooks Team

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.

Fiat Lux - ASIA
Level 15

Quickbooks wont update my transactions from bank

@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

 

david238
Level 1

Quickbooks wont update my transactions from bank

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

david238
Level 1

Quickbooks wont update my transactions from bank

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.  

ReyJohn_D
QuickBooks Team

Quickbooks wont update my transactions from bank

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.

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