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April 6, 2021
Question

Hi, why dont my bank transactions instantly show up on Quick Books? is it just me this is happening too, or does it happen to everyone? I am getting yesterdays transactions up, but keep refreshing and nothing from today so far.

  • April 6, 2021
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1 reply

katherinejoyceO
April 6, 2021

I appreciate you for reaching out to us here in the Community, @goosegreenpoultr. I want to help ensure your bank transactions are updated. 

 

First off, let's try to access your account using a private window to update your bank from there. Web-based platforms like QBSE collect cache files (cookies) to save you time. However, it can cause unexpected behavior. 

 

To give you complete details on how to connect a bank in QBSE, check this link: Online Banking

 

  • Google Chrome: press Ctrl Shift N  
  • Mozilla Firefox: press Ctrl Shift P
  • Safari: press Command Shift N

 

Log in to your QBSE company and see your new transactions. I'd also appreciate it if you can share with me the name of your bank? That way, I can check our records for any investigation.

 

You'll want to consider adding transactions to QuickBooks Self-Employed instead, then categorize transactions.

 

Let me know if you have additional concerns. I'm always around to help.