Hi there, @roadietheranchdo.
Let's update your Banking page to your bank connection in QuickBooks Online (QBO). That way, you'll be able to download your latest banking transactions.
Before we proceed, can you share with me the name of your financial institution? This will help me check for any ongoing investigation that could be related to your banking concern.
Here's how to update your bank in the system to refresh its connection:
- Click the Banking menu or Transactions menu.
- Go to the Banking tab.
- Select the bank account that you're working with.
- Click Update.
If the issue still persists, let's perform some troubleshooting steps to check if the issue is cache-related.
Access your QBO account in a private window. This allows the program to run without storing cache or cookies that might cause some problems when running Intuit sites.
Simply press the following shortcut keys to open this mode:
- Ctrl + Shift + N (Google Chrome).
- Ctrl + Shift + P (Firefox).
- Control + Option + P (Safari).
Once done, click again the Update button. If this works, go back to the regular browser and clear the cache. This will refresh the background process of your browser settings. If the same thing happens, use another supported browser.
In case you've encountered any bank errors while updating, follow the steps in this article to fix the problem: What to do if you see a bank error or bank transactions won’t download.
You can also manually import bank transactions into QBO to keep your banking records up to date.
Don't hesitate to post again if you have additional queries about connecting or updating your bank in QuickBooks Online. I'm always here to help.
