Hi Simon, thank you for contacting the Community forum. We understand that you are having some issues with the bank details in QuickBooks Online and we would like to help you resolve this concern to ensure that you can fully utilize the program's features.
It is important for our users to be able to efficiently access the latest data available in the system to ensure optimal usage of the program. If you are referring to bank transactions in your QBO app, you can easily refresh your data app to view the most up-to-date information. Allow us to guide you through the process:
iOS
- Go to Menu ☰ and tap Help & Feedback.
- Tap Refresh Data.
- Please note that a message will appear cautioning you that it may take a few minutes to refresh the data.
- Tap Refresh to confirm.
Android
- Go to Menu ☰ then tap More Options ⋮.
- Tap Settings then Refresh Data.
- Tap YES to confirm.
In addition, you can make use of these articles for your reference in handling bank transactions in your QuickBooks Online account:
Please do not hesitate to reach out if you have any further questions about handling bank details or if you encounter any other challenges with QuickBooks. The Community is always ready to assist you, and we wish you success in your business endeavors. Have a great day, Simon!
