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June 30, 2023
Question

Can someone assist please? My quickbooks file hasnt synced with my bank account since the 21st June and its now 1st July. THanks you.?

  • June 30, 2023
  • 1 reply
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Bank is CBA

1 reply

June 30, 2023

Welcome to the Community, Reeny! It's my pleasure to receive your first post in our forum. I'll gladly assist you today.

 

QuickBooks relies on the data given by your bank when downloading transactions. You may visit your bank website to see if there's a notification about maintenance or server issues preventing you from syncing your bank account with QBO. 

 

In the interim, let's do a manual update to get the most recent available transactions from your account. I'd be delighted to demonstrate how:

 

  1. Go to Banking, then select Transactions.
  2. Tap Bank Transactions.
  3. Choose the bank account, then hit on the Update button.

 

When completed, this will update any transactions made with your bank account. Please also follow the onscreen instructions if an indication demanding further authentication appears.

 

If you want to manually import transactions from your bank or credit cards into QuickBooks Online, check out this article: Manually upload your transactions, receipts, and bills into QuickBooks Online.

 

Please feel free to visit these articles moving forward to assist you in managing your transactions within your program:

 

 

Please return if you need additional assistance with any banking concerns. The Community is looking forward to helping you. I'm rooting for your business endeavors, Reeny!