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Let me help you get the most updated banking transactions in your QuickBooks Online, @bbelinsky2.
In QuickBooks, bank updates take place when we receive new information from your bank. I suggest waiting for a few hours to give time for your bank to sync with QuickBooks. If it still doesn't update, I recommend performing a manual update.
Here's how:
- Sign in to your account.
- Go to the Banking menu from the left menu.
- Click the Update button in the upper right-hand corner.
- Wait until the update is done.
If you're getting the same result, you can log in to your bank's website to check if there are any alerts or notifications that may block QuickBooks from downloading new transactions. Please refer to this link on how: What to do if bank transactions won’t download or there's a bank error.
In the meantime, you can upload the transactions manually to make sure the account is up-to-date. Download the data from your bank then map the transactions in the following supported formats:
- Comma-Separated Values (CSV)
- QuickBooks Online (QBO)
- Quicken (QFX)
For more information and steps on importing these files, view this article: Manually upload transactions into QuickBooks Online.
Keep me posted on your progress with this banking issue. I'm willing to help you more. Have a wonderful day.
