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C
CK737
November 30, 2022
Question

My linked bank accounts have not updated since 11/22. When I hit "update" it spins and then says I'm all set -- and yet the "last update" remains last week. Any ideas?

  • November 30, 2022
  • 1 reply
  • 0 views
This is happening with my accounts and credit card with my main bank, and also with a credit card with a different bank (that one has not updated since 11/12)

1 reply

L
LeizylM
November 30, 2022

Hi there, CK737.

 

I've got your back to make sure you can update your bank transactions in QuickBooks Online (QBO).

 

Let's start accessing your account using a different or private browser to isolate this hurdle. There are times when the browser is full of frequently accessed page resources, which causes some errors or unusual responses. 

 

You can use either of these shortcut keys:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P
  • Safari: Command + Shift + N

 

If it's now working well, close the private window and then go back to your regular browser. After that, clear its cache to delete the junk files. Alternatively, you can switch to other supported web browsers.

 

If the issue persists, you'll want to manually upload your transactions into QBO using a CSV file to make sure your transactions are up-to-date:  Import bank transactions using Excel CSV files.

 

In addition to that, let me share this article to help you review bank and credit card transactions after you download them into your QuickBooks Online account: Categorize and match online bank transactions in QuickBooks Online.

 

Keep me posted with your result or if you need further assistance with updating your bank transactions. I'm determined to help you succeed. Have a wonderful day!

C
CK737Author
December 1, 2022

Hi LeizyIM, thanks so much for your response. It continues to be an issue in the private window. I can download manually ... but am wondering what is the long term solution?? I feel as though I am paying a lot for Quickbooks, i would like to have access to this feature.

L
LeizylM
December 1, 2022

Hi there, CK737. 

 

This isn’t the kind of experience I want for you, especially when using the bank feeds feature. I'm here to assist you on how to update the latest entries for your accounts.

 

First, you'll want to check the bank itself. This behavior could also be due to their system issue. That being said, log into your bank website and double-check if they have notifications about this matter. 

 

If the issue persists, I'd suggest contacting our Customer Care Team. they have the tools to pull up your account and provide a long-term solution.

 

Here's how to reach them:

 

  1. Click the Help menu in the upper-right-hand corner.
  2. Type in "Talk to a human", then press Enter.
  3. Look for I still need a human and click on it.
  4. Click Get help from a human or Contact Support Team.
  5. Select between Send a message, Schedule an appointment, or Get a callback.

 

Once the transactions are already syncing, here's an article about working with bank feeds in QuickBooks Online: Categorize your bank transactions. 

 

Furthermore, visit these articles below on how to resolve upload and bank errors in QuickBooks: 

 

 

Should you have additional questions about managing bank feeds, let me know in the comments. I'm always here to help. Take care!

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