BettyJaneB
QuickBooks Team

Banking

Hi there, @Braeside.

 

I've got some information to share on what are the things to do if bank transactions are not updating in QuickBooks Online.

 

If it's your first time connecting your online bank and credit card accounts, QuickBooks Online automatically downloads the last 90 days of transactions. If you need more than three months of entries, you can export additional historical transactions from the bank and upload them into your QuickBooks company.

 

To do that, please refer to the steps found in this article: How to upload more than 90 days of bank transactions.

 

However, if it isn't the first time that you've connected your account to QBO, I recommend running a manual update to your bank account to fresh its connection and download new transactions.

 

Here's how:

  1. From the left menu, select Banking.
  2. On the Banking page, select Update.
  3. If prompted, enter your Multi-Factor Authentication (MFA) credentials and select Continue update.

To give you more troubleshooting steps about fixing bank transactions issues and errors, you may check out these links below:

I'm still here to assist you if there's anything else you need. I'll be more than happy to help. Have a lovely day ahead!