- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Banking
I appreciate your participation in the thread and informing us that you encountered the same issue, ecris. I'm here to assist you.
Sometimes, QuickBooks Online (QBO) may update the balance but fail to retrieve transactions due to connectivity issues between your bank and QBO, even if your bank account is linked. To address this better, I kindly request the name of the bank account linked to QBO. In the meantime, I suggest accessing your bank's website through the URL QuickBooks uses to connect and check for security notifications.
- Go to Transactions, then select Bank transactions.
- Select Link account.
a. You won't add an account, you just need the listed URL. - Search for your bank and select it.
- Copy the URL listed for your bank.
Next, if you've recently updated your bank sign-in credentials, update your sign-in info in QBO. I recommend signing in to your QBO account through your browser's Private/Incognito Mode if you still get the same problem.
If the issue is resolved, let me add this article about reviewing your previous fiscal year and preparing for the new one: Year-end guide for QuickBooks Online.
We're always here in the Community if you have further updates about connecting your Venmo with QBO. Take care.