Banking

Hi there, MidnightSun. 

Thanks for posting your experience here in the Community. Let me help you update your bank account to bring in the transactions to QuickBooks Online. 

There are several instances of why you’re unable to receive the latest bank transactions.  

• They may have implemented changes to their service offerings, Web Connect or Direct Connect.
• An update on your bank’s information such as the name (bank merger), account number, and login credentials requires you to refresh it in QuickBooks.
• You may have an Inactive Bank Account enabled for Online Banking in QuickBooks.
• There may be ongoing maintenance on your bank’s website.

Here's how:

This process will restore the bank connection and will trigger updates to your bank transactions.

1. Go to Banking on the left panel.
2. Click on the Banking link.
3. Select the account you’re working on.
4. Next, click on the Update button.

Here are some articles that can help you get going:

• Connect bank and credit card accounts to QuickBooks Online
• Manually upload transactions into QuickBooks Online

Additionally, I'd recommend contacting our Customer Care team. They can help check the connections between QuickBooks and your bank. They can also perform an escalation whenever needed to investigate and resolve the issue. 

Keep me posted if you have additional questions about banking transactions in QBO. I'll be around to help.