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Level 1

Updating the bank to Quickbooks, I connect and Quickbooks says it has done it but when i go to the dashboard it hasn't updated and the new items have not come through?

 
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Best answer September 08, 2020

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Moderator

Updating the bank to Quickbooks, I connect and Quickbooks says it has done it but when i go to the dashboard it hasn't updated and the new items have not come through?

Let's get this working, @accounts357

 

Based on your scenario, it seems like you've manually updated the bank in QuickBooks Online (QBO). It's the recommended step to help fix your concern initially.

 

Since the manual update didn't work, it could be your financial institution is performing system maintenance. Also, there are messages, notifications, or alerts from their website that may need your attention. These are the possible factors why the new items haven't come through in the system. 

 

I'd suggest signing in to your bank's website to check any alerts from there. Here's how: 

  1. Go to Banking from the left menu.
  2. Click Add Account. You won’t add an account, you just need the listed URL. 
  3. Search for your bank and select it.
  4. Copy the URL listed in the window when opening a browser to log into your bank's website. 
  5. Check your account page for messages, notifications, or alerts. Any display or sign in issues on their website can potentially block the program from downloading new transactions.
  6. Verify for any announcements about new security requirements.
  7. If everything looks good, go back to the Banking menu. 
  8. Choose the blue tile for the bank account.
  9. Click Update.

 

You can also update your bank info in QBO if you changed anything on their website, like your account number. For the detailed instructions, see Step 2 through this article: What To Do If Bank Transactions Won't Download or There's A Bank Error

 

Once resolved, I recommend categorizing your transactions in the For Review tab to ensure they're correct. You can also match them to the existing entries to avoid duplicates. 

 

Lastly, can I ask for the bank's name you're trying to get updated transactions in the program? Just click the Reply button below to add some details to make sure I've got you covered.

 

The Community and I will be around to help if you have other concerns. Take care always. 

View solution in original post

2 Comments
Moderator

Updating the bank to Quickbooks, I connect and Quickbooks says it has done it but when i go to the dashboard it hasn't updated and the new items have not come through?

Let's get this working, @accounts357

 

Based on your scenario, it seems like you've manually updated the bank in QuickBooks Online (QBO). It's the recommended step to help fix your concern initially.

 

Since the manual update didn't work, it could be your financial institution is performing system maintenance. Also, there are messages, notifications, or alerts from their website that may need your attention. These are the possible factors why the new items haven't come through in the system. 

 

I'd suggest signing in to your bank's website to check any alerts from there. Here's how: 

  1. Go to Banking from the left menu.
  2. Click Add Account. You won’t add an account, you just need the listed URL. 
  3. Search for your bank and select it.
  4. Copy the URL listed in the window when opening a browser to log into your bank's website. 
  5. Check your account page for messages, notifications, or alerts. Any display or sign in issues on their website can potentially block the program from downloading new transactions.
  6. Verify for any announcements about new security requirements.
  7. If everything looks good, go back to the Banking menu. 
  8. Choose the blue tile for the bank account.
  9. Click Update.

 

You can also update your bank info in QBO if you changed anything on their website, like your account number. For the detailed instructions, see Step 2 through this article: What To Do If Bank Transactions Won't Download or There's A Bank Error

 

Once resolved, I recommend categorizing your transactions in the For Review tab to ensure they're correct. You can also match them to the existing entries to avoid duplicates. 

 

Lastly, can I ask for the bank's name you're trying to get updated transactions in the program? Just click the Reply button below to add some details to make sure I've got you covered.

 

The Community and I will be around to help if you have other concerns. Take care always. 

View solution in original post

Level 1

Updating the bank to Quickbooks, I connect and Quickbooks says it has done it but when i go to the dashboard it hasn't updated and the new items have not come through?

Thank you for your help,

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