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April 18, 2020
Question

I have some transactions on my bank (Tangerine ) account. I synced my bank to QB. QB is updating the total balance of the account, but still not showing the transactions.

  • April 18, 2020
  • 1 reply
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1 reply

April 20, 2020

Hello naser,

 

Banking feeds are a useful tool for easily integrating your banking transactions into your QuickBooks Online account. I appreciate the details you've shared here about what's going on and I'll help you get back on track with having the transactions feed into your books.

 

Since this feature relies on an online connection between QuickBooks and your bank's website, these kinds of errors can sometimes occur. These situations can sometimes be remedied by simple troubleshooting, such as disconnecting and reconnecting the bank feed, and cache troubleshooting.

 

First, let's make sure we're starting with a clean slate by clearing your browser or app's cache. Temporary Internet files can cause problems for programs like QuickBooks, so doing this ensures there are no obstructions. Learn more about this process and how to do it here: How do I clear my cache and temporary Internet files?

 

Once you've done that, I'd like you to try disconnecting the feed and reconnecting it to see if that gets things back in working order. Disconnecting the feed can be done as follows.

  1. Select Banking from the left menu.
  2. On the Banking tab, click the pencil icon for the bank.
  3. Click Edit account info.
  4. Check the box Disconnect this account on save.
  5. Click Save and close.

Finally, follow the steps to reconnect the bank feed. Here's an article to help if you're not sure of those steps: Connect bank and credit card accounts to QuickBooks Online. Keep in mind, depending on the time frame you choose when you reconnect, you may see some transactions that are already in your books. Simply exclude these so you don't have duplicates. Here's more about that: Categorize and match online bank transactions in QuickBooks Online

 

If you're still not seeing your most recent transactions after that, I encourage you to get in touch with support. An agent will be able to troubleshoot with you more and check on the back-end connection to make sure everything is okay. Here's how to reach support.

 

Phone and Chat: Click Contact Us to learn how to reach phone and chat support.

Schedule a Callback: click (?)Help in the upper right > click Contact Us > explain your situation > click Let's Talk > choose Get a callback (Note: Callback hours are the same as regular phone hours.)

Social MediaFacebookTwitter, and Instagram from Monday to Friday between 9 a.m. and 8 p.m. ET

 

We've got you covered!