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I'm here to ensure you're able to refresh your Axis Bank Corporate account in QuickBooks Online (QBO), @husainsufail. This way, you can keep it updated and manage your transactions accordingly.
Before we start, may I know if you've encountered an error message with your bank? Any additional details are highly appreciated so I can provide the exact resolution for this matter.
Here are some of the possible reasons you're having trouble refreshing your Axis Bank Corporate account in QBO:
When your financial institution performs system maintenance, you can manually update your account. This refreshes the connection between your bank and the program. Here's how:
I've attached a screenshot below that shows the first three steps.
Then, you'll have to sign in to your bank website. This is to check your account page for messages or alerts that need your attention. Once you make changes on the website (i.e., login credentials and account info), you'll have to update QuickBooks as well. Here's how:
I've attached a screenshot below that shows the first four steps.
Once your Axis Bank Corporate account refreshes and transactions are downloaded, all you have to do is review and/or match them to the existing entries in QuickBooks. This way, you can keep your financial data updated. For the step-by-step guide, kindly refer to this article: Categorise online bank transactions in QuickBooks Online.
Additionally, I'd also recommend reconciling your Axis Bank Corporate account every month. This is to monitor your income and expenses and detect any possible errors accordingly. To learn more about this, you can refer to this article: Reconcile an account in QuickBooks Online.
Please keep me posted on how it goes. You can leave a comment below If you have other banking concerns or inquiries about managing your transactions in QBO. I'll gladly help. Take care and stay safe.
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