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January 12, 2021
Question

It will no longer allow me to filter banking transactions by date in the Banking area

  • January 12, 2021
  • 1 reply
  • 4 views
No text available

1 reply

JoesemM
QuickBooks Team
January 12, 2021

Hello there, @tgambino.

 

A regular browser's cache stores temporary internet files from your browsing history. However, as it collects too many files, this may cause performance issues in QuickBooks Online (QBO). This might be the reason why the Filter function isn't working in the Banking menu. 

 

To fix this, you'll have to sign in to your QBO account using a private browser. This helps isolate the issue since it doesn’t store data in the cache.

 

 Here are the following keyboard shortcuts: 

  • Safari: Command + Shift + N
  • Mozilla Firefox: CTRL + Shift + P
  • Google Chrome: CTRL + Shift + N 

 

From there, go back to the Banking menu and click the filter drop-down to set a date range either in the For Review and Reviewed tabs. If it works, clear the cache of your regular browser. 

If it didn't work, I'd recommend using different browsers. They'll provide you the best and most secure experience. For more details, see this article: System Requirements For QBO.

 

For future reference, these sources can help you match your online data as well as reconciling your account:

 

 

Feel free to add a comment below if you need further assistance. I'll be sure to get back to you.