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Shawn Drywa
March 6, 2025
Question

Quickbooks Online - Account not updating - Multiple codes

  • March 6, 2025
  • 1 reply
  • 0 views

I am seeing an issue with multiple customers where their account balances/transactions are not updating after selecting Update within the app.     When Update is clicked (or if it starts to auto-update), the end user receives the access code email although nothing is presented.  When the update stops and the Verify info prompt comes up and they select it, a second access code email is received.  The second code email allows them to run the update.   After the update is finished, the account transaction data does NOT update and if the user clicks Update once more the same process occurs in a loop.

 

I tested this with our test profile and come across the same exact issue.  This issue started to occur this week.  Has anyone else see this?

 

1 reply

M
MirriamM
March 6, 2025

Hello there, Shawn.

 

Thank you for providing detailed information about your concern regarding updating a bank account in QuickBooks Online (QBO), as well as for including a screenshot. I'm here to help you resolve this issue.

 

To ensure we're on the same page, I would like to verify the name of the bank account that is not updating. Any additional information you can provide will bring us closer to a resolution.

 

In the meantime, please log in to your bank's website to check for any notifications or maintenance that may be causing the transactions not to update in QuickBooks. Please also be aware that it is not advisable to disconnect a connected bank account in QBO, as this may disrupt your bank transactions and potentially cause duplicate entries.

 

Once your transactions are downloaded, review and categorize them.

 

For upcoming tasks, I encourage you to regularly reconcile your accounts in QBO, ideally every month. This will help you stay on top of your income and expenses and quickly identify any mistakes. To assist you with this, check out this article: Learn the reconcile workflow in QuickBooks.

 

In addition, we have a team of experts who can offer personal guidance on linking your accounts, automating tasks, and teaching the best bookkeeping practices to increase your efficiency. Check out QuickBooks Live Expert Assisted for more details.

 

Keeping your bank transactions updated is essential for effective financial management. We're just a message away whenever you need a hand.

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