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LDR1
Level 1

Bank Transactions that never updated the accounting books (did transfer funds)

The QB Checking actual balance is zero (all funds have made the transfer) but internally, the account has a balance and many transactions that never updated the bank register.  How does this get corrected?  What is Missing?

2 Comments 2
Erika_K
QuickBooks Team

Bank Transactions that never updated the accounting books (did transfer funds)

Ensuring an accurate flow of transactions between your bank accounts is indeed important, LDR1. Let's collaborate to identify why you're unable to update your QuickBooks Checking account.

 

Since your account has a balance, but you're seeing the opposite within the QuickBooks registers, let's troubleshoot to check for any browser-related issues. We can open your account using an incognito or private window. Unexpected issues in QuickBooks Online (QBO) may arise due to problems with the web browser, such as a full cache or outdated internet files. A private or incognito window does not retain internet data like cookies, history, or cached files from previous browsing sessions, creating a fresh browsing environment.

 

Refer to the following keyboard shortcuts based on your browser type: 

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P
  • Safari: Command + Shift + N

 

Afterward, return to your account and click the Update button. This action will initiate a connection between QuickBooks and your bank to update the Online Banking page.


However, if the issue persists, I recommend contacting our Customer Support Team. They have tools to conduct a more thorough investigation and determine the cause. It'll also allow them to submit a ticket to our engineering team to alert them about the issue if necessary.

 

Here's how: 

 

  1. Go to the Help icon.
  2. Select the Search tab and hit Contact Us.
  3. Click the Ask about something else tab. 
  4. Key in your concern and hit Continue
  5. Choose a way to connect with us: 
    • Have us call you - Get a call from a support expert.
    • Chat with us - Start a conversation with a support expert.

 

I will keep this conversation open, LDR1. Please feel free to share any further questions or concerns about updating your bank balance in QBO by leaving a comment below. I am committed to assisting you as needed and ensuring you can smoothly sync your bank transaction to QuickBooks.

LDR1
Level 1

Bank Transactions that never updated the accounting books (did transfer funds)

Thank you for your response. Opening in Private did nothing.  The ‘Bank Balance’ for QB checking is 0, “In QB” it’s a big balance. I’m new on online version and not familiar with the flow of transactions behind the scenes. Trying to figure it all out!

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