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Want an expert to help you set up your QuickBooks Online? Find out how: Click here

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Replying to:
LeizylM
QuickBooks Team

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I understand you're encountering syncing issues with your new bank account, dcooney. I'm here to share some troubleshooting steps to sync your bank account with QuickBooks Online (QBO).  

 

QuickBooks downloads and categorizes bank and credit card transactions for you when you link an account. It inputs the details for you so you don't have to manually enter transactions.

 

Let's do the manual update in QuickBooks. Doing so will update all of your connected bank and credit card accounts, and add your new transactions. 

 

  1. Go to Banking.
  2. Select the bank account tile.
  3. Click Update.

If you're seeing the new transactions, sign in to your bank's website to see whether the issue may be on their end. To do that, get the URL QBO uses to connect. Please refer to the steps below:

 

  1. Go to Banking and select Link Account.
  2. Search for your bank and click it.
  3. Copy the URL listed and log in to its website.

 

Also, may I know what's your financial institution's name? This way I can verify if there is an ongoing investigation specific to your bank.

 

I'm also sharing these resources below to give you more insights on what to do if transactions are not updating and fixing banking errors in QBO:

 

 

Let me know if there’s anything else that I can assist with your bank transactions by leaving a comment below. I'm always willing to help. Have a great day!