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March 26, 2019
Question

My bank feed is set up but it shows a different ammount in my account to my bank Also it isnt matching any payments to invoices if you can advise whats wrong?

  • March 26, 2019
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1 reply

March 26, 2019

Hello, nicol-electrical,

 

Let me get the help you need to ensure your bank transactions are up to date.

 

QuickBooks Online is a read-only app in which once your bank account is connected, it will bring in transactions based on the transactions posted into your bank account.

 

There are banks and card companies don’t post transactions for download until later in the day or the next morning while others show a transaction on their website but won’t download the transaction until it posts.

 

To help us resolve the problem, we can perform manual refresh into your bank account to pull up new transactions. Here's what you'll need to do:

  1. Click Banking from the left menu.
  2. Go to the Banking tab.
  3. Click the Update button from the upper right hand.

However, if the most recent transactions are missing, wait at least 24 hours in case your bank doesn't make them available.

 

As for the matching of your bank transactions, you can check out these articles for guidelines:

Please let me know how it goes. I'm always here to help. Have a great day!