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WarMaid
Level 1

Update button missing from Banking tab

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?

7 Comments 7
RCV
QuickBooks Team
QuickBooks Team

Update button missing from Banking tab

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 A63.PNG
  • Ctrl + Shift + P for Mozilla Firefox A64.PNG and Microsoft Edge A65.PNG
  • Command + Shift + N for Safari A66.PNG

 

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.

WarMaid
Level 1

Update button missing from Banking tab

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!)

Nelly33
Level 1

Update button missing from Banking tab

I am having this same problem, but going into a protected mode did not help.  I still can't see it.  I can see my account listed in the Banking menu, but no option to update.  If I select Manage Selections, it says I don't have anything linked and if I Link the account, it opens a new account instead of giving me the option of using the one I have already.

 

The banking menu shows my QB balance and a zero balance for the bank balance.  Also says it is updated as of 11/2020, but I have imported transactions through 3/13/23.

docdoc
Level 1

Update button missing from Banking tab

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:

 
 

 




Kurt_M
QuickBooks Team

Update button missing from Banking tab

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.

marcycpa
Level 3

Update button missing from Banking tab

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.  

AdonL
QuickBooks Team

Update button missing from Banking tab

Your patience and the steps you've already taken to troubleshoot the problem are valued, Marcycpa. I'll route you to the appropriate support for assistance to ensure you can update your bank transactions in QuickBooks Online (QBO) instead of doing it manually.

 

I recognize you've already contacted our live support team. Here in the Community, we don't have access to specialized tools to access and review your account setup safely and find out what's causing the missing update button. Our live support team can create a ticket to further investigate this issue.

 

To get in touch with our support team, here's how:

 

  1. Navigate the (?) Help button at the top right corner.
  2. Click the Search tab and tap Contact Us.
  3. Select a topic to connect with the live expert.
  4. Choose to Have us call you or Chat.

 

To reach our support team effectively, check out this resource for their hours of availability: Get help with QuickBooks products and services.

 

When everything looks good on your end, I'll share these resources to help you and your clients organize transactions and reconcile your accounts in QBO: 

 

 

As we strive to provide excellent service, we will actively monitor this thread and are ready to address further concerns you may have in managing your bank transactions in QBO. Leave a comment below, and we'll help you out again. Be safe!

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