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C
camerondanc
February 15, 2023
Question

Why do some client's banking connections need me to hit update?

  • February 15, 2023
  • 1 reply
  • 0 views
Once connected I expect the bank feeds to update automatically, but sometimes it'll say 'updated 10 days ago' and is still connected; I just have to hit the Update button in the top right.

Does it only update automatically when the QBO file and banking tab are accessed regularly?

1 reply

J
JamesM4
February 15, 2023

Hi camerondanc,

 

Thanks for reaching out to us here. Your banking is an essential part of your business. It's vital you're able to connect to it and have your transactions automatically uploaded. QuickBooks offers a dynamic banking module that simplifies the way you manage your transactions. I'll be glad to share more info so you're on the right track. 

 

Sometimes it's necessary to manually update your bank transactions on the Banking screen in QuickBooks. In case you may be experiencing browser issues that are slowing down the automatic uploading of your transactions, I recommend clearing cache and cookies. Doing this helps fix most issues the site may be having. You can do this by following the steps in this article: Clear Cache and Cookies.  In case you need additional assistance I recommend getting in touch with our support team. Here are contact details:

  • Schedule a Callback or start a Chat: click (?) in the upper right in QuickBooks Online > enter "Contact support" > choose Contact Us > provide a brief summary > select Let's Talk > choose Get a callback or Start a Chat.
  • Social Media: Facebook, Twitter, and Instagram.
  • Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

Let me know if you have any other questions. I'll be on standby. 

 

 

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