If credit card transactions won't update and there is no bank error and no option to update sign in info when I click the edit icon what else can I do to fix it?

Hi!

I have the same problem. My credit card is connected, but it says last update was Dec 1, 2020. Today is Dec 7 and I have several translations on that card, not showing in QB.

How can I fix it?

I'm here to help you bring those missing transactions into QuickBooks Online, MV41.

Let's start with manually updating your credit card account on the Banking page. This is to restore the bank connection. Here's how:

1. Go to the Banking tab, select Banking.
2. Select the bank account you want to update.
3. Click the Update button.

Please see attached screenshot:

We can also manually upload your bank transactions to your QuickBooks account. I've listed our supported file formats below:

• Comma-Separated Values (CSV)
• QuickBooks Online (QBO)
• Quicken (QFX)

Once you have them on your banking page, you can then match and categorize them.

I'll be right here to keep helping if you have any other concerns or questions about banking. 

Hello, 

So if my credit card (yes, its connected) is not updating, will manually uploading the missing transactions restart the automatic updating again? I am not particularily interested in manually uploading transactions, which is why I am paying for the automatic service.  Is the next step to disconnect and reconnect my  credit card account?  It's only been connected for a week.  Thank you for bearing with my grumpiness.

Thanks for coming to the Community for help, @KHarriott. Allow me to share some information so you can manage your bank transactions again.

Manually uploading your file will only download the missing transactions. Also, doing this could result to duplicate transactions once the automatic update resume. If you want to proceed with the process, you can also follow the workaround to use a WebConnect file to bring your bank transactions to QuickBooks Online. Here are the links for reference:

• Manually upload transactions into QuickBooks Online
• Import bank transactions using Excel CSV files

In your situation, we can attempt to refresh the connection between your bank's website and QuickBooks Online. Let me guide you how.

1. On the Banking page, click the Update button.
2. Enter your Multi-Factor Authentication (MFA) credentials.
3. Select Continue update.

Then, you'll have to sign in to your bank/credit card website. This is to check your account page for messages or alerts that need your attention. Once you make changes on the website (i.e. login credentials and account info), you'll have to update QuickBooks as well. Here's how: 

1. Click Banking in the left-hand menu. Then, choose the Banking tab.
2. Select the bank account. Then, select the Edit or pencil ✎ icon.
3. Select Edit sign-in info.
4. Enter in your new credentials or update your info as necessary.
5. Hit Update.

 However, if the issue persists, you can disconnect and reconnect your credit card account. Before we proceed with the process, make sure to add and match all the pending transactions on the Banking page. Please take note that disconnecting the automatic online banking updates will delete any transactions in the For Review tab. Here’s an article for more information: Disconnect or delete an account from the Downloaded Transactions page.

Once the connection is updated, your latest online banking transactions will automatically download. All you have to do is to review and/or match them to the existing entries in QuickBooks. For the step-by-step guide, kindly refer to this article: Categorize and match online bank transactions in QuickBooks Online. It also contains instructions about excluding personal and duplicate transactions.

I've also added articles about balancing accounts, accessing financial reports, and other relevant topics. 

• Reports
• Banking
• Reconcile an account in QuickBooks Online

Don't hesitate to post again if you have additional queries about connecting or update your bank in QuickBooks Online. I'm always here to help.

My credit card is connected but it will not update. How can I get it to do this

Welcome to this thread, bl56wright.

The suggestions above are the most common troubleshooting steps to resolve issues with banks not updating. Thus, if you haven't tried manually updating your account, I recommend doing so. This will help refresh the connection between QuickBooks and your bank.

In case you're getting an error message, feel free to go over this article about common bank errors and their fix: What to do if you see a bank error or bank transactions won’t download.

Also, may I know what financial institution you're using? This way, I can check if there is an ongoing investigation specific to your bank.

I'm always here to help if you have any other questions while working with the bank feeds. Stay safe and have a great rest of the day!

Am Ex wouldn't update, so I disconnected the bank feed.  Now it won't reconnect and keeps saying "Looks like the connection to American Express Corporate or Personal Credit Card (US) isn’t available right now.

I understand the need to reconnect your Amex bank account in QuickBooks, @TXUser13. 

Bank error 102 occurs when an ongoing update or maintenance on your bank's website. I'd suggest checking your bank's website to verify and ensure everything is working on their end.

Here's how:

1. Sign in to your bank or credit card's website. If you can't sign in, reach out to your bank or credit card company about the next steps.
2. Look for any messages, notifications, or alerts. These should tell you if something isn't working. If necessary, respond to these alerts and notifications.
3. Review your account pages, account history, and transactions. If you can't see these, there may be connection issues.

If the same thing happens, contact our Support Team so we can review this error further. You can also request to investigate why you are getting that error when uploading transactions to QBO. 

Here's how:

1. Go to the Help menu and click Contact us.
2. Enter your specific concern such as "unable to reconnect AMEX" in the What can we help you with? box. 
3. Click Let's talk, then select either Get a callback or Start a message.

Once your bank successfully reconnects and the transactions are in, you can follow the steps to categorize and match them in QuickBooks. 

I'll always be here if you need further assistance in uploading your bank transactions in QBO. Take care!

Thank you for the quick response!  Yes, I can log in to the bank's website just fine and have been able to every time I have tried.  I will use the help function to have them investigate.  My only issue using that function is that it means I usually have to hang out with them as they try various things (things I have already tried before I contacted them).

And now I just spent over an hour - 45 minutes with the first rep and they left the chat and it said my session had expired.  I reconnected, was corresponding with a new rep.  Then it said they hadn't heard from me in a while and it disconnected me again.  This has now WASTED over an hour of my time!  Who am I supposed to bill for all this incompetence on the QBO side?  So frustrating!

But I do appreciate your assistance.  Things have just gone so downhill will the support and time spent on chat.  

I know that this hasn't been easy for you, TXUser13.

I'll take note of your experience so we can submit proper feedback to our Management Team. We'd like to have this opportunity to better help you in a more efficient manner in the future. 

I understand that you've already contacted us earlier, but I'd still encourage giving them another chance to help you out. This way, we'll be able to conduct an investigation on this issue.

If you still have the case number of your previous interaction handy, you can provide it to our representative so you won't have to start all over again. They can also review your chat history for a faster transaction. When you're ready, here's how to connect with us:

1. Go to the Help icon.
2. Select Talk to a human.
3. Enter "Talk to a human" again in the search bar.
4. Choose I still need a human, then click Contact us.
5. Select Get a callback or Send a message to start a conversation.

In addition, I've included some resources that you can browse to help categorize and review your online banking transactions in QuickBooks:

• Categorize and match bank transactions

• Set up bank rules to categorize bank transaction

We're open here 24/7, so please don't hesitate to visit us again if you have any other concerns or follow-up questions. The Community always has your back.

This worked for me... I just read this thread and realized I needed to use the bank website rather than QB App to pull the newly issued cards.  For us it was fraud, and 5 new ccs that weren't loading, although their numbers showed in the App as connected.  So I read and went to the banking screen and from there I selected the dropdown button next to Link Account and selected Upload from File, from there it prompted me to connect to my Bank, in this case Chase, from there, almost magically the 5 cards in question appeared.  In the App I was getting existing cards and old cards and it let me move through similar functions to no avail.  Using this method, just the 5 new ones appeared.  It prompted me to select which account I wanted them connected to, and subsequently to assign each as a sub account of the main cc card.  Good luck!  I know this is frustrating and time consuming to many - hopefully this analysis will help others. 

this worked for me. thank you for finding this fix. honestly, it shouldn't be that hard for Quickbooks employees to send us the right way to do things...

Literally all they had to say was try the update button 😅 

The solution ea813 posted didn't work for me.

What did work was instead of connecting to "JP Morgan Chase Bank" instead of "Chase"

I have this same problem, ie automatically connecting one Union Bank credit card account in my QBO Advanced. All the other card accounts I had from Desktop after migration to Online  work fine.There is no "edit sign in info" button showing on the said account and although in the chart of accounts it shows the card is connected, it doesn't show up in the connected accounts screen. I've tried everything in these chats and got online phone help. The result is I have now have two duplicate accounts for the same card and had to make those inactive, because their is no way to delete them or merge one with the account with all my transactions from 2015. I can't seem to update the transactions manually now either using any recommended format. The odd thing is that I had no problems downloading transactions from this same account into my 2020 QB Desktop, but I then deleted this account in my bank feeds in desktop, thinking that might have been the problem. Not so. I called the bank and they said the problem was not on their end.

I actually figured it out myself somehow. I  renamed the account I wanted the bank transactions mapped to and went through the linking process again after unlinking the credit card account in the banking window. . For  some reason the existing account wasn't listed before when I got to the part of the linking process where it asked which existing account I wanted the imported transactions to map to. After changing the name of the account the correct account I wanted to map to did show up in the list and it is now able to connect automatically to the bank.

Hello there, TMoore.

I'm delighted that you've linked your Union Bank credit card to QuickBooks Online (QBO). Many users will benefit from the information you've provided because they can now easily link their accounts.

In addition to posting questions, the Community is a place where small business owners and product experts connect to answer questions, share best practices, and offer product advice.

Feel free to visit the Community again if you have other banking concerns or questions. I'll help and make sure you're taken care of.