KlentB
Moderator

Banking

I know that this hasn't been easy for you, hd372.

 

The spinning wheel might be caused by a connection between your bank's website and QuickBooks Online. If you have noticed that you're no longer getting your latest transaction, you can perform a manual update to refresh your bank connection. Here's how:

 

  1. Go to the Banking menu.
  2. Select the Banking tab, then choose a bank account.
  3. Select Update.

However. if the same thing happens, I'd still recommend contacting our technical supports. This way, we'll be able to investigate this issue. Here's how to connect with us:

 

  1. Go to the Help icon.
  2. Select Talk to a human.
  3. Enter "Talk to a human" again in the search bar.
  4. Choose I still need a human, then click Contact us.
  5. Select Get a callback or Send a message to start a conversation.

I'm also adding this article to help review your downloaded online banking transactions in QBO: Categorize and match online bank transactions.

 

Just drop a comment below if you have any other concerns or follow-up questions. I'll be around to help.