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candice15
Level 1

Hi there, does anyone have some tips how to get the banking to update..

 
2 Comments 2
MsNorthPND1881
QuickBooks Team

Hi there, does anyone have some tips how to get the banking to update..

If you're experiencing issues with getting your banking information to update, Candice15.

 

QuickBooks depends on the data supplied by your bank, but downloads may occasionally be disrupted due to common issues on the bank's side, such as routine maintenance, updates to security settings, or unresolved alerts.

 

As a result, your first step should be to reach out to your bank’s support team to check for any alerts on your account or disruptions that could be interfering with the connection. Here’s how:

 

  1. Choose your bank.
  2. Review your transactions in the For Review, Categorized, or Excluded tabs.
  3. Sort them into the proper account.

 

If you can confirm that there aren't issues on your end, follow the steps in these articles:

 

 

We will actively monitor this thread and are ready to address further concerns you may have in managing your bank transactions in QBO. Leave a comment below, and we'll help you out again.

SIAB
Level 7

Hi there, does anyone have some tips how to get the banking to update..

@candice15 

Try opening your QBO account on any private/incognito browser.