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A
ABHandshake
January 11, 2024
Question

Bank feeds

  • January 11, 2024
  • 2 replies
  • 0 views
 

Hi, 

 

Could you please check the attached screenshot and advise why our bank accounts do not get synchronized when we hit the "refresh" button? Thank you

 

2 replies

C
Carneil_C
January 11, 2024

Hi there, @ABHandshake.

 

I've got some troubleshooting steps for you to sort out this banking issue in QuickBooks Online.

 

Before anything else, would you mind attaching the screenshot again to this post? Also, I'd like to ask for the name of our bank. This way, I can check here on my end if other users also encountered the same problem you have.

 

In the meantime, you can try logging in to your QBO account using a private window. There are times when too much historical data from the browser causes discrepancies that affect the view and performance of your QuickBooks. It can help us determine if this is a browser-related issue. Feel free to use either of these keyboard shortcuts to open an incognito window, depending on your browser:

 

  • Google Chrome: Ctrl + Shift + N
  • Safari 11 or newer: ⌘ + Shift + N
  • Mozilla Firefox: Shift + Ctrl + P
  • Microsoft Edge: Ctrl + Shift + N

 

If it works, you can return to your original browser and clear its cache, not the cookies to start fresh. You can also use another supported, up-to-date browser that are already installed to narrow down the results.

 

Additionally, check out these articles that may come in handy in getting your bank transactions in order:

 

 

If you have any other questions about your bank connection or managing your transactions, please feel free to comment below. I'll get back here as soon as possible to help you again. Thanks for dropping by, and stay safe always.

B
Bmurray1
January 12, 2024

This is not a new problem. It is quite common. Quick book want to blame our bank but I have spoken to my bank and it is a quick books problem. I need to know my account balance at all times to make sure everything evens out. Please help quick books 

R
ReymondO
January 12, 2024

Thank you for joining the conversation, @Bmurray1. Let me offer some assistance to update your bank transactions in QuickBooks.

 

Before we proceed, could you please specify the issue with your account and the name of your financial institution? This will allow me to provide you with the appropriate troubleshooting steps to resolve the problem.

 

To ensure you receive the latest transactions from your bank and credit card accounts, we can manually update them. This will refresh your connection and download your most recent transactions on the Banking page. Here's how:

 

  1. Go to Transactions and select Bank transactions.
  2. Click Update.
  3. If asked, enter your Multi-Factor Authentication (MFA). Then, select Continue update.

 

If you ever see issues or errors, here's how to fix online bank connections.


Once your transactions are in, it's time to review and categorize them to ensure they reflect on your bank's register.

 

If you have any additional questions or need further clarification regarding banking concerns, please provide your details here so I can assist you further. Have a great day!

A
AileneA
January 27, 2024

Hello, Bmurray1. 

 

Thank you for bringing this issue to my attention. I completely understand the urgency of resolving this issue about Bank of America having no option to pick an account/loop back to the connect page. I've checked with (INV-94308) shared above, and the investigation for the issue previously reported has already been closed. Since you encountered the same issue, I suggest reaching out to our customer support team. They have the tools to access your account and investigate further the problem you've encountered with your Bank of America.

 

Here's how: 

 

  1. Click the Help tab in the upper-right corner.
  2. Go to the Search tab, then select Contact Us.
  3. Enter your concerns and click Continue.
  4. Select either Chat with us or Have us call you.

 

In the meantime, you should import your transaction to continue your work. For reference, you can check out this resource's Import Web Connect (.qbo) files section: Manually upload transactions into QuickBooks Online.

 

Once everything is set, you might want to utilize this resource to help you manage your transactions efficiently: Categorize online bank transactions in QuickBooks Online.

 

I'll be around if you need more help with your bank account. Tag me in your response, and I'll get back to you as soon as possible. Take care, and have a great day!

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