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thomas33
Level 1

We're having trouble with your bank connections Some of your accounts stopped syncing with QuickBooks. Get more info

 
5 Comments 5
MaryAnn_E
QuickBooks Team

We're having trouble with your bank connections Some of your accounts stopped syncing with QuickBooks. Get more info

Let's get this working for you, @thomas33.

 

Before we start, may I know which bank you're trying to update? Did you encounter a specific error code or message? This can help me verify if there's an ongoing investigation so I can provide accurate steps to fix this.

 

There are some possible reasons why QuickBooks Self-Employed (QBSE) isn't updating your bank account. Here are some of them:

 

  • The bank is performing system maintenance. 
  • There are notifications from their website that need your attention. 

 

To get this resolved, let's refresh the bank connection in your QBSE account to show all the missing transactions. Here's how:

 

  1. Go to the Gear icon.
  2. Select Bank accounts under Transactions
  3. Click Refresh all

 

If the manual update doesn't work, the issue may be on the bank's end. I'd recommend signing in to their website to check if there are alerts that need your attention.

 

Once your bank account is updated, you can categorize the transactions to ensure your financial records are correct. For more guidance, feel free to check out this article: Categorize transactions in QuickBooks Self-Employed.

 

I'll be around if you need more help with your concern. Wishing you all the best.

thomas33
Level 1

We're having trouble with your bank connections Some of your accounts stopped syncing with QuickBooks. Get more info

Every month I have to re-sync my connected bank accounts when I log-in to reconcile my monthly expenses. I hate it, it sucks!  What is going on that the accounts will not stay connected nor enter my monthly business expenses?

thomas33
Level 1

We're having trouble with your bank connections Some of your accounts stopped syncing with QuickBooks. Get more info

Every month I have to re-sync my connected bank accounts when I log-in to reconcile my monthly expenses. I hate it, it sucks!  What is going on that the accounts will not stay connected nor enter my monthly business expenses?

JonpriL
Moderator

We're having trouble with your bank connections Some of your accounts stopped syncing with QuickBooks. Get more info

I wish I could make it better, @thomas33.

 

In QuickBooks Self-Employed, all downloaded transactions are base on the information provided by your bank. You're on the right track in manually clicking the Refresh all button to check for your latest transactions.

 

Since it doesn't regularly update the connection for your latest transactions, I'd recommend contacting the Technical Support of your bank. With their tools, one of their specialists can pull your account on their file and share how you can update your account to connect automatically if it's possible or not.

 

Additionally, I've got you this reference helpful in managing your company's transactions and financial statements: Banking with QuickBooks Self-Employed.

 

If you have follow-up questions about this or any other concerns with QuickBooks navigation, please don't hesitate to hit the Reply button below. I'm willing to help and assist you anytime. Take care and stay safe!

IamjuViel
QuickBooks Team

We're having trouble with your bank connections Some of your accounts stopped syncing with QuickBooks. Get more info

Hello, @thomas33.

 

Let me share some information on how QuickBooks manage the data from your connected bank account.

 

First, the integration between QuickBooks and your financial institution is a read-only type. That being, every time your bank makes a maintenance in their website it will be disconnected from QuickBooks. Here are other possible reasons your bank’s connection with QuickBooks may be interrupted:

  • If there is a minor or major update in your bank information such as the bank account number.
  • Update on your bank’s website. If you can't find your FI, you can Request support for your bank and request it be added.
  • Update in your Online Banking Login credentials.
  • Bank outage and other scheduled maintenance

You'll want to update the connection by following these easy steps.

  1. Go to the Gear icon.
  2. Choose Bank accounts.
  3. Click the Refresh all button. 
  4. You can do this 2 or 3 times.

You can get more details in this article: Bank Feeds Direct Connect FAQ in QuickBooks Self-Employed.

 

Lastly, you can read through these articles to learn more about adding bank transactions in the system or entering income and expenses manually:

Keep us posted if you have other questions or concerns about using QuickBooks. I’m more than happy to help and get this taken care of for you. Have a good one.

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