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Replying to:
JaeAnnC
QuickBooks Team

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Let's work on some troubleshooting steps together to sync your bank account with QuickBooks Online (QBO), Rita.

 

QBO automatically downloads fresh transactions when you connect your online bank and credit card accounts. Don't be concerned if you aren't receiving the most recent transactions or updates seem stuck. Here's what to do so the program resumes downloading transactions.

 

First, let's perform a manual download to update all your connected bank and credit card accounts. Here's how:

 

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

Next, 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.

For more information, please see this article: What to do if you get a bank error or can't download transactions in QuickBooks Online.

 

Moreover, we'll appreciate it if you provide us with the name of your financial institution so we can check our system for any ongoing investigations.

 

I'll also encourage you to reconcile your accounts monthly to verify if their transactions match your bank statements. 

 

Please don't hesitate to return to this thread whenever you have additional questions concerning your bank account. We're always here to help. Stay safe and have a nice day ahead.

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