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leerich2021-gmai
Level 1

Why are my bank account transactions not updating?

I added a navy federal bank account but it won't updated  the last day it updated was when I added the account to quickbooks. Any way to fix that?
4 Comments 4
4Gal
Level 11

Why are my bank account transactions not updating?

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

 

Ethel_A
QuickBooks Team

Why are my bank account transactions not updating?

Welcome to the Community.

 

I'll help you update your bank account connected to QuickBooks so you can see the transactions.

 

Before we proceed with troubleshooting your bank accounts that are not showing all transactions in QuickBooks Online, I would like to know if you encountered an error message when checking bank transactions. This way, we can check in here if there are reports about your concern.

 

In the meantime, you can manually update your bank's connection to QuickBooks Online (QBO) to start downloading transactions again. I'll show you how:

 

  1. From the left menu, choose Transactions.
  2. Go to Banking.
  3. Select Update.

 

The issue may also be on your bank's end. If you can sign in, you can then check the following:

 

  1. Check your account for messages, notifications, or alerts.
  2. Look for any display issues as you navigate the website. These can block QuickBooks from downloading new transactions.
  3. Check your bank’s website for any announcements about new security requirements.

 

Here is an article for the detailed steps to help you resolve the issue if your bank is not downloading transactions: What to do if you get a bank error or can't download transactions in QuickBooks Online.

 

If you have to enter past transactions in QuickBooks, you can browse through these articles for detailed instructions: Manually import transactions into QuickBooks Online.

 

For future reference, you can read these articles to help you set up bank rules and categorize transactions in QuickBooks Online:

 

 

Feel free to click the Reply button below if you need further assistance updating your bank connections with QuickBooks Online. I'm always here to help. Have a great day.

Liz B
Level 2

Why are my bank account transactions not updating?

the problem is with Quick books, have tried on multiple accounts and clients, each time refusing to update, saying try again in a few hours! I am running a business.

ShangY
QuickBooks Team

Why are my bank account transactions not updating?

Hello, @Liz B. I've got some information about the error you encounter when trying to update your bank in QuickBooks Online (QBO).
 

Before anything, I'd like to confirm if you have the same bank account (Navy Federal Bank) as the original poster in this thread. If you do, there are ongoing cases related to this issue and, our product engineers are actively working on it. I suggest reaching out to our Customer Care Support Team to have your name added to the list of affected users and to receive updates on the progress. 

Here's how: 

 

  1. Log in to your QuickBooks Online account.
  2. Click the Help (?) icon.
  3. Select a way to connect with us:
     
  • Start a chat with a QBO expert.
  • Get a call back from the next available support.
     

If not, could you provide the name of your financial institution? Then, sign in to your bank website and verify if there are alerts or maintenance issues preventing your bank from updating. In the meantime, you can manually upload your bank transactions to QBO.

 

Once you've successfully upload your transactions, refer to these articles to guide you on the process of categorizing and reconciling your bank accounts:

 

 

You're always welcome to post your questions or concerns about updating your bank and uploading your transactions in this thread. We're always here to help. Have a good one.

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