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FCMarine
Level 1

Suddenly having endless problem with OFX file - the bank transactions import to QB but the bank balance will not update - PLEASE HELP - many attempts but no success

Don't want to use another format - OFX file been working fine in the past with Quickbooks Online - suddenly having this problem that bank balance will not update on QB - ANYONE PLEASE ???
6 Comments
Charies_M
Moderator

Suddenly having endless problem with OFX file - the bank transactions import to QB but the bank balance will not update - PLEASE HELP - many attempts but no success

Thanks for bringing this to our attention, FCMarine.

 

I want to make sure that you bank balance gets updated so you can get back on track.

 

If your bank transactions are downloading successfully in QuickBooks Online but the bank balance is not updating, this issue can be caused by the stored and corrupted data on your browser.

 

To fix this, you'll want to access your account on a private window and run the bank update from there.

 

Here's how to update your bank account:

  1. Select Banking from the left menu.
  2. Click the Update button in the upper right.
  3. Select Update Now.

If it it's now updating you can go back to your regular web browser and clear its cache. At times, too much-accumulated cache files on your browser may lead to unexpected issues like the one that you've experienced. This simply needs to be removed to prevent this from happening again.

 

You can read these guides about categorise and match your bank transactions and reconciling your accounts in QuickBooks Online.

 

Please feel free to let me know how it goes, as I want to make sure that these transactions are imported. Have a most pleasant day.

FCMarine
Level 1

Suddenly having endless problem with OFX file - the bank transactions import to QB but the bank balance will not update - PLEASE HELP - many attempts but no success

Thank you for suggestions - will get back with feedback.

FCMarine
Level 1

Suddenly having endless problem with OFX file - the bank transactions import to QB but the bank balance will not update - PLEASE HELP - many attempts but no success

I am still having a problem after doing the above - I've also tried importing a CSV file and the same issue persists.  Only bank transactions import to QB but bank balance on will not update on QB.  Tried using other computers and same problem persists.  Please check our account/program. Can mention our company reference number here?

Charies_M
Moderator

Suddenly having endless problem with OFX file - the bank transactions import to QB but the bank balance will not update - PLEASE HELP - many attempts but no success

Thanks for the quick response, FCMarine.

 

I appreciate you for trying out the suggestions above.

 

Since the steps didn't work for you, I recommend contacting our QuickBooks Care Team. The process requires gathering of sensitive information and for the safety of your account, it would be best to reach us out. They have tools to help identified the cause and fix the issue with updating bank balance.

 

Here's how you can reach us:

  1. Go to the Help menu at the upper right.
  2. Select Contact Us.
  3. Enter your concern.
  4. Click Let’s talk.
  5. Choose Get a callback
  6. Type in your contact info.
  7. Select Confirm my call.

 

The availability of support depends on which type of subscription you're using. You can check out this article for our contact information. Click on QuickBooks Online drop-down to see the most updated support schedule: Support hours and types.

 

Feel free to drop me a reply below if there's anything I can help you with. Wishing you all the best!

FCMarine
Level 1

Suddenly having endless problem with OFX file - the bank transactions import to QB but the bank balance will not update - PLEASE HELP - many attempts but no success

Thank you Charies_M  -  will do !

FCMarine
Level 1

Suddenly having endless problem with OFX file - the bank transactions import to QB but the bank balance will not update - PLEASE HELP - many attempts but no success

The ref number for my query is [removed] but no response yet - no email either.