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christine@diplod
February 19, 2022
Question

My QB Checking Account is not syncing, but it shows that it is fine. Anyone know what to do here?

  • February 19, 2022
  • 1 reply
  • 0 views
In the banking dashboard my QB Checking Account shows that it is fine with the green check mark. But looking at transactional data, it hasn't synced in months. When I tried fixing it previously, I got error messages or unresponsive screens. When it went to green I thought it fixed. I was wrong. Anyone have a fix for this?

1 reply

Angelyn_T
Angelyn_T
February 19, 2022

Thank you for sharing your first post here in the Community, Christine. I'm here to help you with your banking concern today.

 

To start, may I know the name of your bank that's not syncing transactions to QuickBooks? This way, I can gather enough information and check for any open investigations. 

 

For now, you can perform some troubleshooting steps by updating your bank to refresh its connection between QuickBooks.

 

Here's how:

 

  1. Sign in to QuickBooks.
  2. Click on Banking at the left pane, then select your bank from the Banking menu.
  3. Tap on the Update button.

 

If the transactions are still not feeding to QuickBooks automatically, you can check with your bank and verify any ongoing issues on their end. Thus, it could be the reason why your transactions are not updating in QuickBooks.

 

In the meantime, you have the option to import your bank transactions transaction manually using an Excel CSV file.  However, this can cause duplicate transactions once the issue is resolved. In this case, you'll need to delete those uploaded transactions.

 

If you still want to upload your bank transactions to QuickBooks, use this article as your guide: Manually upload transactions into QuickBooks Online.

 

Once the entries are available in QuickBooks, you're now ready to review and categorize them.

 

If you have any other banking questions, please let me know by adding a comment below. I'll get back to you as soon as I can help you again. Have a great weekend!

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