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November 14, 2020
Question

Why is my system not refreshing transactions from my account? I have re-linked the bank account but it just says 'checking'

  • November 14, 2020
  • 1 reply
  • 1 view
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1 reply

AlcaeusF
Level 14
November 14, 2020

Hello @usergems1584,

 

Welcome to the Community. Let me help you refresh the transactions in QuickBooks Online.

 

You can perform additional troubleshooting steps to isolate and fix the issue. Since you've already tried re-linking the bank account, I recommend you proceed with manually updating bank data.

 

Here's how:

  1. Go to the Banking menu.
  2. Select the blue tile at the top for the bank account you want to update.
  3. Select Update

If you get an error message after performing the update, please refer to the links below:

 

For more information, as well as some additional steps to find the missing bank transactions, I recommend the following article: What to do if you can’t find downloaded bank transactions.

 

Additionally, can I ask for the name of your bank connected to QBO? I want to make sure I've got you covered. Just click the Reply button below to add some details. 

 

Please let us know if you need anything else. The Community and I will be here to help you.