Question

Update button missing from Banking tab

Forum|Forum|3 years ago
March 1, 2023
2 replies
2 views

The update button is missing from my banking tab and has been for a couple of weeks. It seems to update automatically about once a day, but it isn't catching the most recently available data which is just annoying. I reported it to Intuit and they said they were working on it, but it doesn't seem like it should be taking this long. Is anyone else having this issue?

QuickBooks Online

R

RCV

QuickBooks Team

I know how this process takes time when you're unable to download bank transactions into QuickBooks Online (QBO). We'd want to make sure that we get this sorted out, WarMaid.

I've checked our records and there's no reported case where the Update button is missing from the Banking page. To better isolate this issue, let's try some basic troubleshooting tests to figure this out. Open a private browser and go to the Banking page to check the Update button. The private mode prevents the cache from being retained while the website is operational, which may cause problems. Here is a list of shortcut keys you can use to access one:

Ctrl+ Shift + N for Google Chrome
Ctrl + Shift + P for Mozilla Firefox and Microsoft Edge
Command + Shift + N for Safari

If this works, go back to the regular browser and clear the cache to refresh the background process of your browser settings. But, if the same thing happens, use another supported browser.

You can also get transactions from your bank or credit cards and manually import them into QuickBooks Online (QBO). Just follow the steps and details in this article: Manually upload transactions into QuickBooks Online. Here's an article you can refer to check the format of the CSV file you got from your bank to upload transactions to QuickBooks.

When you're ready, you might want to look at these tools that can help you successfully match your accounts:

You can refer to these helpful articles in case you have any other concerns about QuickBooks Online.

Don't hesitate to click the Reply button below if you have follow-up questions on this matter or referring to something else. Please know I'm always around to help with any QuickBooks issues you may be having. Take care always.

W

WarMaidAuthor

Thanks! Opening in private worked and now I'll try the Cache clearing. (Not sure why there's no record of my report, I chatted with someone online for quite awhile, but glad it's fixed anyway!)

D

docdoc

The button was clearly not on the page .... I clicked the "Review Transactions" button on the process flow map.
I had to refresh the pages (in the Edge browser) and the three buttons reappeared:

K

Kurt_M

QuickBooks Team

Hello there, @docdoc.

We appreciate you sharing the method you used to retrieve the Update button inside the Banking page. Also, you can always visit the Community space if you need assistance managing bank transactions or have any additional QuickBooks-related queries. We'll be here, ready to help you out again. Keep safe.

M

marcycpa

We still have the issue on ONE of our clients out of the FIFTY we have on our accounting firm QBO. We have tried clearing the cache, opening it in all the different platforms (chrome, edge, firefox) and this is still not working. This is getting real frustrating because we have to go to the bank to download these transactions right now. I tried to chat regarding this and it takes forever, and we don't even bother calling or emailing because that never works. We are an elite level pro-advisor so this gets even more frustrating when we have issues like this.

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