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April 9, 2020
Question

Do I have to update my banking connection every 90 days?

  • April 9, 2020
  • 1 reply
  • 2 views
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1 reply

BettyJaneB
Level 9
April 9, 2020

Hello there, @april13.

 

I've got some insights to share regarding updating your bank connection in QuickBooks Online.

 

There's no need for you to update your bank connection every 90 days since the system will automatically download your bank transactions. Running a manual update is just necessary if the entries are posted on your statement and are not showing in QuickBooks.

 

To run a manual update, just follow these steps:

  1. Select on Banking at the left pane.
  2. Click on the Banking link.
  3. Choose the account that you’re working on.
  4. Next, click on the Update button.

Here's a links that you can check out about how bank update works: Manually download your latest transactions.

 

You can also visit these great resources I've attached to learn more about Online Banking and fixing its errors in QBO for reference:

Let me know if you have any other questions with this or with QuickBooks. I'll make sure you're taken care of. Stay safe!