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QuickBooks Team

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Hey there, @brewmavennj.

 

I'm grateful that you took the time to provide me with an update on the steps that you've tried. I'me here to provide additional insights to get this issue sorted out.

 

If you're unable to connect or download your bank transactions in QuickBooks Online, It'd be best to try updating your bank manually to refresh the connection between QuickBooks and your financial institution. 

 

Here's how:

  1. Go to the Banking tab.
  2. Select the blue tile at the top for the bank account you want to update.
  3. Select the Update button. If you see a message about additional authentication, follow the on-screen instructions. Not all banks require this, but some do for added peace of mind.

If you still can’t download new bank transactions, you can to sign in to your bank’s website from QuickBooks to check if the issue has something to do with your bank.

 

To do that:

  1. Go to the Banking tab.
  2. Select on Add Account.
  3. Search for your bank and select it.
  4. Select the URL listed in the window.
  5. Sign in using your bank website username and password. Some banks have multiple login URLs. Make sure you’re using the same one listed in QuickBooks.
  6. Check your account page for messages, notifications, or alerts. Any display or login issues on the bank’s end can block downloads.
  7. Also, check your bank’s website for any new security requirements. Even something as simple as updating your bank password can block QuickBooks.
  8. If everything looks good, go back to the Banking tab in QuickBo
  9. Select the blue tile for the bank account.
  10. Select Update.

Here's an informative article that you can check out about this process: What to do if bank transactions won’t download.

 

Also, if you encounter any online banking error, please refer to this article about fixing online banking issues in QuickBooks for more troubleshooting steps: How to manually update an account to fix banking errors.

 

If the issue persists, I'd suggest reaching out to your financial institution. This is because QuickBooks is dependent on the information that was transferred from your bank.  

 

Keep me posted if you have any other questions with connecting your bank to QuickBooks Online. I'll make sure to get back to you as soon as I can. Have a great week ahead.

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