I can see the importance of having a seamless experience while using QuickBooks Online (QBO), especially with connecting and refreshing your bank accounts, @gabaygbc. Allow me to walk you through some troubleshooting steps and address your queries.
You should still be able to perform core functions smoothly like you did before even after updating the new banking page layout.
If you're still adjusting to the changes, you still have the option to go back to the old banking experience by clicking the Switch to previous version. Here's an article for more details: Learn about updates to the new AI-powered banking page.
On the other hand, the latency issue you're experiencing when updating or refreshing the bank account to sync transactions can be due to the high amount of transactions that are yet to download or the bank is having maintenance.
To get to the bottom of this, go to your bank or credit card's website and sign in. If you're not sure what URL to use, you can do the following:
- Go to the Bank Transactions menu and select Link account.
- Find and select your bank, or copy the listed URL.
If you can sign in, it's a good indication that there isn't a major issue and let's check the following:
- Review your account for messages, notifications, or alerts.
- Check if you can find any display issues as you browse the website. These can block QuickBooks from downloading new transactions.
- Keep track of your bank’s website for security updates.
You can check out this article for more details: Update your bank feeds and bank info.
If the issue persists, I recommend reaching out to our Live Support team. They're equipped with advanced tools and expertise, and they can thoroughly investigate the problem and promptly provide updates along with a resolution.
I'm also attaching these articles for future reference:
Don't hesitate to tap the Reply button if you have additional queries about the performance of your QuickBooks account or handling your bank accounts and transactions. We're always here to assist you.
