Thanks for getting involved with this thread, greenbladelawn.
I've reviewed our investigation about bank transactions not updating and can confirm it's still ongoing.
While our Product Investigations team investigates this further, they have some troubleshooting they recommend trying:
- Try clicking Update on your Banking screen and wait for it to finish updating. You'll know it's finished when the Update button is no longer greyed out.
- Sort your transactions table on the For Review tab by date and go through every transaction within a 3-4 day period around the same date of a transaction that doesn't appear to be in your books. This date can change when the transaction cleared, versus when it actually happened, so it's important to look for that transaction in your surrounding days to confirm it's definitely not there.
- Access the Categorized tab to make sure your transaction wasn't automatically accepted into QuickBooks. This can occur if you're using the Bank Rules feature.
- Open your Excluded tab and verify the transaction hasn't been excluded.
If none of the above-mentioned troubleshooting gets to the bottom of it, I'd recommend getting in touch with our Customer Care team. There's a couple additional troubleshooting steps mentioned in our investigation that they'll have to assist you with. They'll be able to see this in the investigation's notes. Be sure to give the agent you're working with the investigation case number (INV-102154) so they can easily locate what you're contacting them about.
The agent you're working with will also be able to add your account to our list of affected users. This ensures you'll receive email notifications about any updates relating to the investigation.
Please feel welcome to send a reply if there's any questions. Have an awesome Thursday!
