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helen1
Level 1

Why would the bank be updated on my clients side but when I gone from my side bank not up to date?

 
1 Comment 1
AlexV
QuickBooks Team

Why would the bank be updated on my clients side but when I gone from my side bank not up to date?

Hello there, helen1.

 

We can manually update it if it's your own bank account. This resolves any connection problem which result the transactions not to download. But before that, make sure that your bank doesn't have any system issue. Try to log in to your online banking to see if there's an alert of notification. This could be the reason why you're experiencing this behavior.

 

Here's how to update it:

  1. Go to Banking tab.
  2. On the Banking page, select Update.
  3. Enter your Multi-Factor Authentication (MFA) credentials and select Continue update if prompted.

You can check this article if you'll receive errors after updating it: Fix Banking Errors. Another workaround I can suggest is to manually upload those transactions into QuickBooks.

 

I also have other troubleshooting steps that we can perform if the bank account that isn't updated is your client's bank. The possible reason why it's not updated on your end is because of the cache. Try to access your client's account using an incognito window. If it works, we'll have to delete the cache because it can cause unusual behavior in using QuickBooks Online.

 

Additionally, you'll want to use another browser. I'd recommend the Google Chrome, Mozilla Firefox, or Microsoft Edge.

 

You're always welcome to post again in the QuickBooks Community. I'm here to help.