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Level 1

While my bank accounts show connected, they haven't updated in a month and refresh doesn't help?

 
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QuickBooks Team

While my bank accounts show connected, they haven't updated in a month and refresh doesn't help?

Welcome to the QuickBooks Community, @jachern. I have the steps you can perform to help fix your bank issue.

 

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 Transactions1.PNG
  3. Click Refresh all2.PNG

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.

 

Also, I want to make sure everything is working fine. May I ask what bank is connected to your QBSE account? This way, I can check here on my end if there's an ongoing investigation about this. Don't hesitate to leave a reply below to add some details.

 

I'm just a post away if you need further assistance. Have a great day ahead.

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QuickBooks Team

While my bank accounts show connected, they haven't updated in a month and refresh doesn't help?

I'm back to ensure everything works fine, @jachern.

 

Did your bank accounts sync all your transactions after refreshing the bank connection? Or have you visited your bank's website to check if there are alerts that need your attention? I can provide further assistance if you still encounter any issues with this.

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

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