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havrelm1
October 17, 2022
Question

3 of 4 accounts with chase are downloading transactions, 4th account says last updated 4 weeks ago

  • October 17, 2022
  • 1 reply
  • 0 views

After switching everything over to the new CHASE-New bank feeds, everything was working perfectly with all 4 of my accounts. Then, randomly, my main account out of 4 stopped syncing, all other sync perfectly.

 

It shows the correct account balance that is currently in the account, but when I hover over the refresh circle is says "last updated 4 weeks ago" even when I manually click refresh.

 

I have since even purchased a brand new computer, newest updated on everything and still have the same issue. I have disabled bank feeds, done updates, re-enabled 10+ times and still only 3 of the 4 accounts sync up. I am now a month behind because of this issue and don't know where else to turn for resolution.

 

Thanks in advance for any guidance!

1 reply

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GlinetteC
October 17, 2022

I appreciate the steps you've tried to resolve your banking concerns, havrelm1.

 

With QuickBooks, you need to understand how your bank transmits your downloaded transactions before connecting to Online banking. In this case, the bank downloads transactions to individual accounts. You only need to connect it to the parent account in QBDT.

 

When you reconcile, you only reconcile the parent account. This would reconcile all the sub-accounts at once. Check out this article for a complete guide in reconciling your account: Reconcile your account in QuickBooks Desktop.

 

Drop me a comment below if you have any other questions about managing bank accounts in QuickBooks. I'll be more than happy to help.

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havrelm1Author
October 17, 2022

Thanks for the reply, so are you saying I need to manually reconcile the account before the bank feed will start working again on that account? The other 3 work perfectly, we review and accept the new entries on the bank feeds screen. This account that is not working shows my balance but says last updated 4 weeks ago, even after clicking refresh. Being that is shows the correct balance, I know it's connected to the bank.

 

We have spoken with 4 different people at intuit and nobody knows what to do.

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