Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
RenjolynC
QuickBooks Team

Reply to message

Thanks of joining this thread, dozerdoors.

 

It will be my pleasure to help you get to the bottom of this, and make sure you're able to update the transactions. If you've successfully connected your bank account to QuickBooks Online, but transactions seems to be stuck, try to sign in to your bank’s website. This is to check if there are any issues on the bank’s end.

 

Here's how:

 

  1. Go to the Banking menu or Transactions menu.
  2. Select Link account or Add accountNote: You won’t add an account, you just need the listed URL.
  3. Search for your bank and select it.
  4. Copy the URL listed for your bank and paste it on a new tab.
  5. Sign in to your bank or credit card's website using the copied URL.

Once signed in check the following:

 

  • 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 everything looks good, go back to QuickBooks and update your bank again.

 

I've got this article for more details: What to do if you get a bank error or can't download transactions in QuickBooks Online.

 

Otherwise, do some basic troubleshooting steps to rule out any browser-related issues. Open your QuickBooks account in a private browser or incognito. This mode will not save your browsing history.

 

Here are the keyboard shortcuts:

 

  • Google Chrome: Ctrl Shift N
  • Mozilla Firefox: Ctrl Shift P
  • Safari: Command Option P

Go to the Banking page and update your bank. If your transactions are updated, go back to your regular browser and clear its cache. Please make sure to close and re-open your browser afterwards.

 

Alternatively, try using a different supported browser.  

 

Please feel free to leave a comment letting me know how things go after giving this a try. I'll keep an eye out for your reply. 

Need to get in touch?

Contact us