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J
J_Cooper
July 5, 2020
Question

I want to delay the bank feed in Quickbooks Online, is it possible?

  • July 5, 2020
  • 1 reply
  • 0 views

Hi All,

I would like to delay the bank feed for a week or so, is this possible to do?  I want to do this because our business sells by e-transfer, which comes through the bank feed quickly.  Sometime the payment hasn't been received in Quickbooks yet, so things don't match up in bank feed.  Often there are duplicate deposits in the bank reconciliation, so I have to go bank to bank feed, search for transaction, undo it, then match it.  Pain in the butt, but if bank feed was delayed, it would give the person who does Receive Payment a little bit of leeway in her work.  Books don't need to be updated daily/weekly.

 

Thanks

1 reply

MJoy_D
MJoy_D
July 5, 2020

Hello, @J_Cooper.

 

Your bank transactions in QuickBooks Online will automatically refresh every night around 10:00 PM (PST). But it will pull up any new transactions if you manually click on the Update button.

 

The feature to delay the update of your bank transactions is unavailable. I'll be sure to take note of it. 

 

If you haven’t received the payment yet from your customers, you can keep the transaction in the For Review tab. That can only be added to your account once you’ve either match it to an existing transaction or add it as a new one.

 

Check this article for more information on how to categorise and match online bank transactions in QuickBooks Online. 

 

Here’s also an article for future reference: Open Banking FAQ. It's a list of common questions concerning this feature, along with their answers. 

 

Let me know if there's anything that I can help with your bank connection. I'm always here to assist. Have a wonderful day!

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