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saraEV
July 18, 2023
Question

Bank accounts not updating or syncing transactions in Quickbooks online?

  • July 18, 2023
  • 2 replies
  • 0 views

Wondering if this is happening to anyone else, or if it's just me:

 

About a month ago, Quickbooks stopped uploading my business credit card transactions. I have tried every combination of removing the account and re-adding it, but no dice. It is not a problem on my bank's end. I have started uploading my transactions manually, but all the numbers are off now, because it still thinks the money is the same as the date it stopped updating. Customer service made a case number for me and said they will get back to me, but as I wait, I am wondering if this is happening to anyone else.

 

I'm getting behind in record keeping, which is stressful since I pay for Quickbooks to supposedly make my life easier 😞

2 replies

K
Kurt_M
July 18, 2023

Hi there, @saraEV.

 

We recognize the urgency of this matter and that this isn't the experience we'd want you to have when using QuickBooks Online (QBO). Also, know that we appreciate you for doing some troubleshooting on your end. Since you're also having problems uploading the bank transactions manually inside your account, you can Exclude those transactions that got imported and get back to your bank to ask for the list of bank transactions in batches and with specific periods to ensure the copy you'll import has the correct dates.

 

As for the case created for your situation, we recommend contacting our Customer Care Team once again so they can give you an update about the status of your case. These are the steps:

 

  1. Sign in to your QuickBooks Online company.
  2. Select Help (?).
  3. Select either tab to get started:
  • Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
  • Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
    • Start a chat with a support expert.
    • Get a callback from the next available expert.

 

See this page for more details: QuickBooks Online Support.

 

In addition, we have these articles to help you manage bank transactions, and reconcile an account in QBO:

 

 

@saraEV, please keep us posted if you need further assistance with your bank transactions. We'll make sure to get back to you as soon as possible. Take care, and have a nice day!

Fiat Lux - ASIA
Fiat Lux - ASIA
July 18, 2023

@saraEV 

Try opening your QBO account on any private/incognito browser. If the same error persists, use MT Online or one of the converter tools (e.g csv2qbo) for the time being.

https://www.moneythumb.com/?ref=110

 

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