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February 10, 2021
Question

Anyone having luck on banking updates?

  • February 10, 2021
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

JoesemM
February 10, 2021

Thanks for bringing this to our attention, @Bfeindt. I'm here to help you with this but I'll be needing more details.

 

Can I know the name of your financial institution or if you receive a specific error message? It's for me to check whether the problem is caused by a connection problem between QuickBooks Online and your bank. 

 

For now, we can perform basic troubleshooting steps that can help us solve the problem. Switching to a different browser or deleting your browsing history to update the network can also help you. For more details, check out these articles: 

 

 

In addition to this, you can manually update your bank account on QuickBooks Online: 

 

  1. Go to Banking from the left menu. 
  2. Select the Update button in the upper right-hand corner.
  3. If you’re unable to connect, please wait for 2 or 3 hours and try again.

 

You can also bring transactions into QuickBooks Online by using the WebConnect feature. You can refer to the Import bank transactions from Excel CSV file to QuickBooks Online article for the detailed instructions.

 

Just in case, you may refer to these articles on how to fix errors when uploading and to learn more about categorizing transactions in QBO:

 

 

Don't hesitate to let me know if you have additional questions about working in QBO. Please know that I'm always ready to help. Take good care!