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When update bank account (Capitec) the total amount for bank is updated, but not the individual transactions to classify, which means financials are outdated

 
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When update bank account (Capitec) the total amount for bank is updated, but not the individual transactions to classify, which means financials are outdated

Thanks for bringing this to our attention, capetownyogi.

 

Let's try updating your bank account manually. This helps refresh the connectivity between your bank's website into QuickBooks Online (QBO).

 

Here's how:

 

  1. Go to the Banking menu.
  2. Choose your bank.
  3. Click the Update button.QBOmanualbankupdate.PNG

Here's an article handy to learn more about resolving bank errors when trying to download transactions: What to do if bank transactions won’t download or there's a bank error.

 

You can also manually add the updated transactions in QuickBooks using the WebConnect feature: Manually upload transactions into QuickBooks Online.

 

I'll be right here if you need with anything about QuickBooks. Wish you all the best.