RaymondJayO
Moderator

Banking

Thanks for joining this thread, @hwhite

 

I've looked into the entire conversation in this thread and I'm unable to determine if you're using the online or the desktop version. 

 

May I know the name of your bank? Is there any specific error message you get when you sync them? This is to ensure I'm able to give you the accurate response to your concern. I can also check my tools here on my end if there's an available resolution specific to your bank. 

 

If you're using the online version, you can manually update your account. This will help refresh your bank connection in the program. Here's how: 

 

  1. Go to Banking from the left menu. 
  2. Choose the appropriate bank account. 
  3. Click Update. The program begins updating your account.

 

Since QBO is dependent on what your bank shares with us, it’s possible that the bank is experiencing some technical difficulties. To help fix this, you can log into your bank website to check if there are notifications or alerts that need your attention. 

 

For more other solutions on how to fix bank connection issues, you can visit this article: What to Do if Bank Transactions Won't Download

 

If you're using the desktop version, you can manually update your bank's connection to ensure you have the latest transactions in the software. For detailed steps, you can go through this helpful article: Update the Financial Institutions Directory in QuickBooks Desktop

 

Please stay in touch with me if you run into any hurdles while performing the steps above. I’ll jump right back in to help, @hwhite. Have a great day.