Banking

Let's get your account updated, Hvala.

So far, we haven't received similar issues reported for OCBC. We can perform a few manual updates to refresh the connection between your bank and QuickBooks Online. Here's how:

1. On the left navigation menu, click Transactions and choose Banking.
   
2. Select the respective Bank and hit Update in the upper right. QuickBooks begins updating your account.
3. You can do this 2 or 3 times during non-peak hours.

However, if it's still not updating, you can use our WebConnect feature and manually import the transactions. Let me walk you through the process.

Step 1: Pick a start date:

1. In QuickBooks, go to the Accounting menu and then select Chart of Accounts.
2. Find the bank or credit card account you want to upload the transactions into.
3. Select Account history.
4. Find and write down the date of the oldest transaction. Usually, the oldest transaction is the opening balance.

Step 2: Get transactions from your bank:

1. Sign in to your bank or credit card's website.
2. Follow your bank's instructions for how to download CSV files of your transactions to your computer. Every financial institution has different steps.
3. Make sure the date range for the download is at least one day before your oldest transaction.
4. Download your transactions. Save the file somewhere you can easily find it, like your computer's desktop.

Once imported, I recommend editing, assigning, and categorising your transactions. Doing so will help you ensure the accuracy of your financial records.

Additionally, which bank are you having a problem with? Did you encounter any errors? If you have, the following articles list different bank error codes and detailed troubleshooting steps to resolve them:

Fix bank error 108.

Fix bank error 377.

I'm only a post away if you have any other questions about this topic or anything else you need help with QuickBooks. I'll be glad to share and provide further assistance whenever you need one. Have a nice day!