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louisgeorges2000
February 12, 2019
Question

I can't update my paypal account using the "update" button in banking, which settings do I need to change to make it work?

  • February 12, 2019
  • 2 replies
  • 23 views
I can update my bank account but not my paypal account. It update itself every few days but the "update" button doesn't work.

    2 replies

    A
    Alessandra_B
    Level 5
    February 12, 2019

    Hello @louisgeorges2000,

     

    Let me guide you in updating your bank using an incognito/private browser.

     

    Let’s perform some troubleshooting by opening an incognito/private browser to update your bank. This way, you’d know if this is caused by a browser issue. 

     

    Use these keyboard shortcuts in opening an incognito/private browser:

    1. Google Chrome: Ctrl+Shift+N
    2. Mozilla: Ctrl+Shift+P
    3. Internet Explorer: Ctrl + Shift + P
    4. Safari: Command + Shift + N

    If you’re able to update your bank, you need to offload some data from you default browser by clearing it's cache. This way, your browser can process data faster and improve its performance.

     

    If this doesn’t work, you may need to update your bank using another browser.

     

    Don’t hesitate to click on the Reply button if you have any other concerns.

    L
    louisgeorges2000Author
    February 12, 2019

    I tried incognito and it didn't work. I disconnected my paypal account and re-connected it using a different browser and it didn't work either. What's next?

    BettyJaneB
    BettyJaneB
    Level 9
    February 12, 2019

    Hi there, @louisgeorges2000.

     

    I appreciate you providing the details about the steps that you've tried to fix this issue. I can share some troubleshooting steps to get this sorted out.

     

    Do you encounter any errors while trying to do the process? If so you can try fixing the online banking errors by following the steps found in this link: How to manually update an account to fix banking errors.

     

    If the problem continues, you can try logging in to your bank's website to verify if the issue has something to do with your financial institution.

     

    To do that:

    1. Go to the Banking tab.
    2. Select Add Account (you won’t add an account, you just need the listed URL).
    3. Search for your bank and select it.
    4. Select the URL listed in the window.
    5. Sign in using your bank website username and password.
    6. If you can sign in to your bank’s website, you’re halfway there.
    7. Check your account page for messages, notifications, or alerts. Any display or login issues on the bank’s end can block downloads.
    8. If everything looks good, go back to the Banking tab in QuickBooks.
    9. Select the blue tile for the bank account.
    10. Select Update.

    For more details about this process, please refer to this article: What to do if bank transactions won’t download.

     

    If the issue persists after trying these steps, I'd suggest reaching out to our Customer Care Team. They have the proper tools to check on your transactions and very what's causing the issue.

     

    To reach them:

    1. Sign in to your QuickBooks Online company.
    2. Select Help at the top right.
    3. Select Contact Us to connect with a live agent.
    4. Enter your concern.
    5. Click the Green Phone button to get the phone number.

    You've got me here in the Community if you need additional assistance with this concern. I'm always here to help. Have a good one!

    E
    eddyzp
    February 28, 2021

    hi

    i have the same issue. did you figure it out?

    S
    SarahannC
    Level 9
    February 28, 2021

    Hello there, eddyzp.

     

    We have a reported issue about editing the Paypal connection. Our engineers are still working on resolving this, and we're not given any time frame when it will be sorted out. With that, I'd like to redirect you to our specialist, so this gets addressed securely. They can further investigate the update of your bank in the program.
     

     Log in to your QuickBooks Online account. Then, go to the Help icon at the upper-right corner. Follow the instruction to complete the steps so you'll be able to get in touch with our support team. 

     

    Also, you can manually upload the bank transactions using the CSV file to continue bringing your bank transactions to QuickBooks. You'll need to download transactions from your bank by logging in to your bank's website. Then, follow the given instructions on how to download transactions and save the file on your desktop or anywhere you can easily find it. Once done, upload them to your book by following these steps:

     

    1. Sign to your QBO account and select Transactions on the left panel.
    2. Click Link account drop-down arrow.
    3. Select Upload from file. Then, click the file you've saved on your computer.

     

    You can use these articles as additional reference in fixing bank upload errors, categorizing transactions after imported them, and the reconciliation workflow in QBO:

     

     

    Let me know if you have other questions. We're all right here to assist you anytime. Stay safe

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