LieraMarie_A
QuickBooks Team

Banking

I'm here to ensure you get the most updated transactions, @sales248.

 

What is the bank you have connected to your QuickBooks account? If you're getting the same result after updating, I'd suggest checking the bank's website to check if their website is undergoing maintenance or have server issues.

 

  1. Sign in to your bank or credit card's website. If you can't sign in, reach out to your bank or credit card company about the next steps.
  2. Look for any messages, notifications, or alerts. These should tell you if something isn't working.
  3. Review your account pages, account history, and transactions. If you can't see these, there may be connection issues.

 

If everything looks good, go back to QuickBooks and update your bank again.

 

Also, if you've recently updated anything on your bank’s website, update that info in QuickBooks as well. For the detailed steps, proceed to Step 3 in this article: What to if you can't download transactions.

 

If none of these works, I suggest contacting our Customer Care Team support. They can further investigate why your bank is not downloading transactions since April 30, 2021.

 

In the meantime, you can manually upload your transactions into QuickBooks Online using a CSV file to make sure your transactions are up-to-date.

 

Keep me posted if you need further assistance with updating your bank. I'm determined to help you succeed.