Zoho Books Bank Feeds Not Updating

How to fix it

// try these in order, the most common fix is first

1. FIX 1Refresh feeds manually

   Copy steps
   1. 01Go to Banking in the left sidebar
   2. 02Select the bank account
   3. 03Click the Settings icon
   4. 04Choose Refresh Feeds
   5. 05Enter any extra credentials or codes the bank asks for and click Continue
   Did this fix it? Yes No

2. FIX 2Repeat after each login for MFA banks

   1. 01Expect to refresh manually whenever transactions are missing, because MFA banks cannot be fetched automatically
   Did this fix it? Yes No

3. FIX 3Reconnect the bank

   Copy steps
   1. 01If Refresh Feeds or update credentials is missing, deactivate the feed for that account
   2. 02Add the bank connection again from Banking
   3. 03Import a statement for any gap in dates
   Did this fix it? Yes No

4. FIX 4Fill the gap and contact support

   Copy steps
   1. 01Import a CSV or OFX statement for the missing period
   2. 02Contact Zoho Books support with the bank name and error shown
   Did this fix it? Yes No

Symptoms

Recent transactions missing from Banking, last refreshed date is old, feed shows an error or balances look wrong.

Why it happens

• C-01Bank requires MFA so automatic fetch is blocked
• C-02Bank credentials changed or connection expired
• C-03Bank migrated to a new connection (UK accounts moved to Open Banking via Plaid)
• C-04Bank-side or aggregator outage

// this guide also covers

• zoho books bank feeds not updating
• zoho books bank feed not working
• zoho books refresh feeds
• zoho books bank transactions not showing

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• Zoho Books Online Payment Error (CP Codes)
• Zoho Books Bank Statement Import Error
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