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isaac12
Level 1

Why struggle to have my bank statements (Standard Bank) synchronising to quickbooks? Is there no permanent solution? The bank indicates that its not their problem but QB

This has been happening ever since I migrated to QB online. I also use FNB, no problems at all since April 2021. Haven't updated my cashbook for 3 weeks. Please assist uegently
1 Comment 1
DivinaMercy_N
Moderator

Why struggle to have my bank statements (Standard Bank) synchronising to quickbooks? Is there no permanent solution? The bank indicates that its not their problem but QB

Making sure you always get the latest bank transactions is important in managing your business account @isaac12. Having issues with it can delay working progress. No worries, because I'm here with the steps to help.

 

I can see how difficult the situation is. Thanks for providing details about this issue.

 

Before we begin, may I know if you received an error message when attempting to update the connection of your bank? Any additional information is a great way so I can provide a timely solution. This detail will also be helpful to check if there are any existing investigations with the connection of FNB and QuickBooks Online (QBO).

 

In the meantime, let’s do a manual update to refresh your bank’s connection to QBO. This will also help sync recent transactions. Here's how:

 

  1. In your QBO account, navigate to the Bookkeeping menu and select Transactions.
  2. Then, click Banking.
  3. Look for the bank having syncing issues and select it.
  4. Next, click Update.  

 

If you still can't see the newest entries after the manual download, I recommend checking your bank's website. Log in there and check if there are any notifications or messages you need to take action.

 

However, if the issue persists after performing the steps above, please proceed with Step 3 of this article: What to do if you get a bank error or can't download transactions in QuickBooks Online.

 

On the other hand, you can manually upload bank transactions to QBO via CSV file. When finished, match and categorise the entries in the program.

 

Once everything is fine, you'll want to perform the reconciliation process to make sure your account and real-life bank balance are matched. 

 

Please add a reply below for additional details. Also if you have follow-up questions about the process above, feel free to get back here. I'm always ready to help. Have a good day ahead and keep safe.