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Refresh, update or sync Bank Feeds
Learn how to refresh, update or sync your bank feeds access.
If you get an error message or unexpected results with your bank feeds, you might have to refresh, update or sync again.
Solution 1. Update the Financial Institutions Directory in QuickBooks Desktop
Your financial institutions directory (FiDir) in QuickBooks should be up-to-date. It updates automatically when you send and receive transactions from the Bank Feeds Center.
Solution 2. Create and merge accounts
Make sure to back up the QuickBooks company file before you continue.
Create a new bank account in QuickBooks.
From Lists, select Chart of Accounts.
Right-click anywhere and select New.
Select Bank for the Account Type.
In the Account Name field, enter the name of the bank.
Select Save & Close.
Merge the two accounts by renaming the old account with the name of the new account.
Right-click the old account, then select Edit.
In the Account Name field, type the name of the new account.
Select YES when you get the Merge warning dialog box.
Set up the merged account for Bank Feeds.
Solution 3. Update the Financial Institutions Directory in QuickBooks Desktop
Your Financial Institutions Directory (FiDir) in QuickBooks should be up-to-date. It updates automatically when you send and receive transactions from the Bank Feeds Center.
Sometimes you may need to update it manually.
Solution 4. Create a test company file to test transaction downloads
From File, select New Company.
Select Express Start or Start Setup.
In your test company, add to the bank account you have issues with.
Download bank feed transactions to test the account.
If transactions download in the test file, the account is damaged in your company file. Fix data damage in your company file. If you have the same problem in the new file, contact your Financial Institution for help.
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