Is there a problem with updating bank records with quickbooks

Hello @shelia, thank you for joining the Community space. I'm here to assist you with sorting out your bank records to ensure they appear correctly in your bank accounts.

Before we proceed, it would be helpful if you could provide me with the name of your bank. This will allow me to check our records for any reported cases. Furthermore, if you're encountering a specific error message you could let me know as this can help us offer precise troubleshooting steps to address it.

Here are several possible reasons why your bank isn't updating in QBO:

Firstly, when you disconnect, any transactions that still need to be categorized in the For Review tab will no longer be visible. Additionally, if the transactions are over 90 days old, you won’t be able to download them from the bank when you reconnect. In such cases, you can manually upload the old transactions.

Secondly, there might be an issue on your bank's end. To confirm this, I recommend logging in to your bank's website and look for any system maintenance notifications. If you find any, reach out to your bank for guidance on the appropriate steps to take.

If you didn't receive any error messages, you can try signing in to your bank’s website to check if everything is working on their end. Then, manually update your bank connection to get the latest available transactions. Here's how:
 

1. Select Banking or Transactions from the sidebar menu.
2. Go to the Banking tab.
3. Choose the appropriate bank account.
4. Click Update.

Finally, if the issue persists after following the troubleshooting steps, I suggest contacting the QuickBooks Online Care Team for further help. They can review your bank connection in QBO and find a solution to the problem.

Additionally, here are some articles that can assist you in speeding up the process of categorizing and reconciling your accounts:

• Categorize online bank transactions in QuickBooks Online
• Reconcile an account in QuickBooks Online

Don't hesitate to get back to me if you ever need further assistance with connecting your bank to QuickBooks Online. I'll be more than willing to provide additional assistance to get your concern sorted out as soon as possible. Keep safe and stay hydrated!