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Update your bank feeds and bank info

by Intuit • Image Alt Text 705 •
Image Alt Text Updated 8/6/2026 13:18

Learn how to update your bank feeds and bank info in QuickBooks Online.

When you connect your online bank and credit card accounts to QuickBooks, it'll automatically download new transactions. We'll proactively notify you on the banking screen when there's a known banking issue with one of your bank accounts connected to QuickBooks. This saves you time and alleviates frustration. If you don't see those new transactions from your connected bank in your account, here's what you can do.

icon of an agentIf you need help with transactions, you can partner with a dedicated bookkeeping expert to feel more confident. Find out more about QuickBooks Live.

Step 1: Start a manual update

Most banks update transactions with QuickBooks every 24 hours, but times can vary. To get the most recent ones, do a manual update. Here's how:

  1. Go to All apps A bunch of numbers and letters on a tile wall., then Accounting, then Bank transactions (Take me there).

  2. Select Update.

If the manual update didn't pull in your transactions, sign in to QuickBooks through a private or incognito browser window then update the connection again. This helps rule out browser extensions and cached sign-ins.

After you do a manual update, consider the following:

  • If you get another verification message, follow the steps on your screen to complete the update.

  • Transactions older than 90 days can't be downloaded. You'll need to add them to QuickBooks Online manually.

Step 2: Check your bank or credit card's website

If downloads seem slow or stuck, the issue may be on the bank’s end. Sign in to your bank’s website to check. Check for any posted outage or maintenance notice. Bank outages usually resolve within 24–48 hours. Transactions will resume downloading normally once the bank's connection is restored.

  1. Go to your bank or credit card's website.
    Note: If you're not sure what URL to use, you can do the following:
    a. Go to All apps A bunch of numbers and letters on a tile wall., then Accounting, then Bank transactions (Take me there).
    b. Then, select Link account.
    c. Find and select your bank, or copy the listed URL.

  2. Sign in to your bank or credit card's website.

If you can sign in, it's a good indication that there isn't a major issue. Next, on your bank's website:

  1. Review your account for messages, notifications, or alerts.

  2. Check if you can find any display issues as you browse the website. These can block QuickBooks from downloading new transactions.

  3. Keep track of your bank’s website for security updates.

If everything looks good, go back to QuickBooks:

  1. Go to All apps A bunch of numbers and letters on a tile wall., then Accounting, then Bank transactions (Take me there).

  2. Select Update.

Step 3: Update your bank info in QuickBooks

If you've updated your bank account number, username, or password on your bank’s website, make sure QuickBooks has the same info.

  1. Go to All apps A bunch of numbers and letters on a tile wall., then Accounting, then Bank transactions (Take me there).

  2. Select the account card for the bank account you’re working on.
    Note: If you don’t see the account card, select the ▼ dropdown menu next to your bank account. Then, select Show account cards.

  3. Select Edit ✎, then select Edit sign in info.

  4. Enter your updated bank information.

  5. Select Save and connect.

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