Skip to main content
J
jirsakinvestment
January 7, 2019
Question

My accounts won’t update - not sure why???

  • January 7, 2019
  • 1 reply
  • 0 views
For some reason, the accounts will not update and not sure why.  I need for my bookkeeper to have access to recent data...

1 reply

M
MaryGraceS
January 7, 2019

Hello there, @jirsakinvestment.
 

Thank you for posting in the Community. I'd be happy to help you to get this taken care of today.

 

Are you trying to update your bank or credit card account? May I know what's the name of the financial institution you're trying update? It can help me check if we have a reported issue related to your concern. 

 

If you're referring to a bank or credit card account, we can try some basic troubleshooting steps to update it. Let's start with updating your bank account manually. It refreshes the connections between the bank's website and QuickBooks.

 

Here's how:

  1. On the left pane, click Banking.
  2. Select the credit card account from the Bank and Credit Cards drop-down menu.
  3. Click the Update button. Please run the update around 3-5 times to build a stable connection.

If you get the same result, let's verify if you can log in to your bank's website through the URL that it has provided for online banking. Make sure you're using the same URL in QuickBooks Online.

 

Here's how:

  1. On the left pane, select Banking. 
  2. At the top left, select Banking. 
  3. Select Add Account. 
  4. Search and select your bank from the list. 
  5. Click the login URL for your bank's website posted at the top of the window 
  6. Log in using your bank username and password
  7. Verify that you are able to access your account through this linked website. Log in and confirm that you can see your account summary, account history, and account details without any errors.

Once you verify that you can connect to your bank's online website, try to update from the Bank Feed again. If the issue persists, I recommend following the additional solutions found in the article below. Please go directly to steps 3 and 4. 

By following these steps, you can smoothly update your account in QBO. You can also call our Customer Care team for assistance. They can run a screen sharing session to check what's causing this and help you further. 

 

Here's how you can reach them: 

  1. Go to https://help.quickbooks.intuit.com/en_US/contact.
  2. At the top right, select your QuickBooks version.
  3. Select a topic.
  4. Click on the Get Phone Number or Start a Message button.

Please let me know how these steps work out for you. If you're referring to something else or if there's anything else you need help with QuickBooks, don't hesitate to post again here in the Community. I'll be happy to help you out. 

P
paulkludt
December 18, 2019

Hi,  I'm having the same issue.  I understand how to update balances.  It's not working for one account.  It shows the account was last updated 11/25/2019.  All other accounts show they are current.  Per instructions, when I try to add a new account, I go through the connection and account verification process, I continually get the attached error message.  It never works.  This is intensely frustrating.  Why is this so difficult?  

R
ReymondO
December 18, 2019

This isn't the kind of service we want you to experience, @paulkludt.

 

Let me help you get through with this by following some recommended steps provided by our engineers. For the account that isn't updating, this can be caused by cache-related issue.

 

Too much stored data file may lead to unusual behaviors in QuickBooks. To clear this out, let's perform some basic troubleshooting steps. Try to open QuickBooks using an incognito or private browser to see if you're able to update your bank feeds.


Here's how:

 

  •   Google Chrome: Press CTRL + Shift + N.
  •   Internet Explorer: Press CTRL + Shift + P.
  •   Safari: Press Command + Shift + N.
  •   Mozilla Firefox: Press CTRL + Shift + P.

 

If it works, go back to your main browser and clear its cache to remove the browser's history. I also recommend using other supported browsers. This can be a temporary issue with the browser that you're using when opening QBO.

 

You can also manually download your latest transactions if you can't find it in QBO.

 

We can also address the banking error that you've received when trying to add a new account by checking this article: Errors Connecting a Bank.

If you ever need assistance working within the program, let me know by leaving a comment. I’ll be glad to help. 

Terms & ConditionsAccessibility statement