cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
NEW Connect to DBS IDEAL direct bank feeds Click here
leon-dekkerplumb
Level 1

Hi, my bank account is having trouble syncing. It suddenly started bringing in old transactions with the new ones. It worked fine until 3 days ago. Please help?

Is there a way to reset? Any other suggestions?
1 Comment 1
Heide DC
QuickBooks Team

Hi, my bank account is having trouble syncing. It suddenly started bringing in old transactions with the new ones. It worked fine until 3 days ago. Please help?

I can share why your bank brings in the old transactions in QuickBooks Online, Leon.

 

Before proceeding, may I know what specific bank you're having this issue with? Doing so helps me better isolate the problem and check our records if there's an investigation.

 

Resetting your bank in QuickBooks is unavailable. Instead, you can update your bank transactions to access the most recent ones.

 

Here's how to do it:

 

  1. Go to the Banking menu.
  2. Select Transactions.
  3. Click the Update button.

 

Also, it's best to check your bank's website and see if everything works fine. This way, we know if there's any ongoing maintenance on your financial institution.

 

Additionally, you can check this article to learn how to categorise transactions uploaded to QuickBooks: Categorise online bank transactions in QuickBooks Online.

 

Don't hesitate to let me know in the comment section if there's anything else you need help with banking transactions in QuickBooks. We're here to help you in any way.