Other questions
I know where you're coming from, VAAC. Allow me to provide troubleshooting steps to sync your bank transactions with QuickBooks Online (QBO).
Since your bank connection is not syncing, I recommend that you manually update your bank settings to resume downloading your transactions. This will refresh all your connected bank and credit card accounts. After the update, you should see an increase in the number of transactions displayed in each account tile if QuickBooks successfully downloads new transactions.
Here's how:
- Go to Transactions.
- Select Bank transactions.
- Choose a bank and click Update.
If your bank is still not syncing, there may be an issue on your bank's end. Another way to fix this is to sign in to your bank's website and check for possible bank maintenance.
1. Get the URL QuickBooks uses to connect.
2. Go to Banking.
3. Select Link account.
Reminder: You don't need to add an account, you just need the listed URL.
4. In the search box, find your bank and click it.
6. Copy the URL for your bank.
5. Sign in to your bank or credit card's website using the copied URL.
If you can sign in, it's a good indication that there isn't a significant issue. Then, check the following:
- Check your account for messages, notifications, or alerts.
- Look for any display issues as you navigate the website. These can block QuickBooks from downloading new transactions.
- Check your bank’s website for any announcements about new security requirements.
If the issue persists, I suggest contacting our customer support team. They are equipped with tools that can check your account internally and check this further.
Moreover, I've added this article as your reference in organizing your bank transactions using categories: Categorize online bank transactions in QuickBooks Online.
Let us know if you have other concerns with downloading your bank transactions or other QuickBooks-related issues. We're here to help you in any way we can.
