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Hi @alexkoch ,
Let’s run a manual update to ensure your bank transactions are up-to-date. Here's how:
You need to sign in to your bank's web too for updates. Here i give you article about bank feeds in QBSE . Comment back, cheers.
I push the refresh icon all the time but it won’t match my bank fir several days it’s slow
I appreciate the quick reponse, alexkoch.
I'd love to help sync your bank to QuickBooks Self-Employed app. To do this, I may need additional information to narrow down the cause of this sync issue.
Issues like this can be fixed by manually updating your bank to refresh the connection. Since it does work for you, may I know the name of your financial institution? Did you encounter a specific error code or message? This can help me verify if there's an ongoing investigation so I can provide the necessary action to fix this.
Keep me posted if you have any other questions while working with QuickBooks. I'll be here to help. Have a great day ahead.
No error code just slow
Hello again, alexkoch.
Giving you the best experience in downloading transactions is what we aim for.
QuickBooks Self-Employed (QBSE) is a read-only app. Thus, it will bring in data based on the transactions posted into your bank account.
If transactions showing on your bank statement but not in QBSE, to isolate the issue, can you please verify the name of the bank? Additional details is a big help for me to further check it here on my end.
In the meantime, to know more about how banking feature works, see this article: Connect bank and credit card accounts to QuickBooks Self-Employed.
Looking forward to your reply. I want to ensure this gets resolve for you. Take care.
WE confirm that the paypal bank update is really really slow. It's so slow, it fails sometimes and we need to retry. My guess is since paypal has 100's of micro transactions per day, maybe 1000's per day, it takes forever for QBO to import every micro transaction to QBO.
The other payment processors, summarize all the micro transactions into 1 batch per day, therefore making it faster when downloading the bank transactions from financial institutions.
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