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Just recently everytime I log in my bank account/ transactions are not automatically updating, I have to keep updating, it only fixes for that session?
Yes, Rick, the transactions only update for that session because they require a manual update each time. I recommend checking your bank’s website for error messages or notifications that could explain the concern.
Before we proceed, have you experienced any specific errors when updating your bank transactions?
Here's how to check your bank account or credit card's website:
If you've changed your account number, username, or password on your bank's website, update this information in QuickBooks. Follow these steps:
Additionally, automatic bank updates in QuickBooks Online start around 10 PM PT. If the server can’t update an account, it retries up to five times over the next five hours. For additional guidance, refer to this article: Troubleshoot unknown bank and transaction errors.
If you still have additional concerns, please share them with us.
I understand how inconvenient it can be to repeatedly update the Bank transactions page to bring in new ones, Rick. You're correct that manually refreshing or updating the Bank transactions page will only resolve the issue for the current session.
To address this problem more permanently, we can follow several steps to fix the updating issue on your Bank Transactions page:
You can see the detailed instructions per step in this article under the Transactions not updating section: Troubleshoot Unknown Bank and Transaction Errors.
While waiting for the troubleshooting steps to take effect, could you share the name of your financial institution and any bank error code or message you encountered on the Bank transactions page? It will help us determine the best action to resolve the issue.
Feel free to comment below for additional details or further assistance.
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