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July 27, 2024
Question

Anyone having trouble updating bank transactions? my update just keeps spinning for 2 days now...

  • July 27, 2024
  • 1 reply
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1 reply

July 27, 2024

Let me help you fix this, Kelly.

 

Before we proceed, I'd appreciate it if you let me know which bank institution you're connected with so we can narrow down the specific solution for this issue.

 

Please note that most banks download the latest transactions every night around 10 PM PT in QuickBooks. In the meantime, let me provide you with solutions for a workaround.

 

We can check your bank's website to see if there are any issue notifications, alerts, or ongoing website maintenance causing problems with the update.

 

If you changed or updated any information on your bank’s end, like your account number, username, or password, update that info in QuickBooks as well.

 

  1. Go to Transactions, then Bank Transactions.
  2. Select the tile for the bank account. Then select Edit.
  3. Select Edit sign-in info.
  4. Update your info as needed.
  5. Start another manual download.

 

Lastly, this article will guide you in reviewing and categorizing your online banking transactions. Feel free to give it a read anytime: Categorize and match online bank transactions in QuickBooks Online.

 

I want to know how everything is going. If you need additional assistance, just let me know in the comments. I'll be glad to loop back to you again. Have a good day.