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tanya-finelineso
Level 1

Any of you keep getting the following message on Bank Transactions?We can't connect right nowTry refreshing. If that doesn't work, check back later.

 
1 Comment 1
Jane_M
QuickBooks Team

Any of you keep getting the following message on Bank Transactions?We can't connect right nowTry refreshing. If that doesn't work, check back later.

Hi there, @tanya.

 

Before we begin, may I know the name of your bank and if you are seeing a specific error on the Bank transaction page? By providing this, we will be able to identify the root cause of the issue and guide you through the correct process.

 

Let’s start by visiting your bank's website to check for messages, notifications, or security updates that might affect your transactions. Also, look for display issues on the website that could block QuickBooks from downloading new transactions.

 

Next, log out of QuickBooks Online (QBO), then log back in to manually update your transactions. Here's how:

 

  1. Go to All apps.
  2. Navigate to the Accounting tab, then select Bank transactions.
  3. Click Update.

 

If you see an error message, check this article to find that code and follow the correct process to fix it: Troubleshoot and fix banking errors.

 

If you need to categorize your transactions right away, you can manually upload them into QBO for accurate tracking.

 

Feel free to leave a comment below if you have additional questions. We're here to help.