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C
CT-Acctg
April 26, 2025
Question

Any one else having issues viewing bank transactions?

  • April 26, 2025
  • 2 replies
  • 4 views
No text available

2 replies

M
MichaelaSQuickBooks Team
QuickBooks Team
April 26, 2025

Let's work together to resolve this, CT.

 

Before anything else, could you please clarify the issues you're experiencing with viewing bank transactions? Are you receiving error messages or noticing missing transactions? This information will help us quickly identify and resolve the problem.

 

In the meantime, let's troubleshoot by accessing QuickBooks Online (QBO) in a private window to check for browser-related issues affecting your ability to view bank transactions. Here are the shortcut keys for private browsing in different browsers:

 

  • Safari 11 or newer: ⌘ + Shift + N
  • Chrome: Ctrl + Shift + N
  • Firefox: Ctrl + Shift + P

 

After you can log in using a private browser, please switch back to your regular browser and clear the cache. You can also use another supported browser as an alternative.

 

I'll include this helpful article to assist you in reviewing transactions in QBO and ensuring that your accounts align with your bank and credit card statements: Categorize online bank transactions in QBO.

 

We're here to respond quickly if you have questions about bank transactions or need further assistance with other tasks in QuickBooks.

T
Trina Clark
April 27, 2025

Yes lot of people are and these generic replies that we are given are not helpful.

This is not a browser issue, it is not a computer operating system issue

 

There are other people posting on Facebook pages  - Canadian successful Bookkeepers and QB-HQ who are experiencing the same problems.

My clients cannot access their bank feeds either.

 

THIS IS AN INTUIT ISSUE!!!

Please escalate so we can meet CRA filing deadlines

J
Jovelyn_MQuickBooks Team
QuickBooks Team
April 27, 2025

This is not the experience we want you to have, Trina. Let me connect you with our Live Support Team for further assistance. They have the necessary tools to securely access your account, determine the root of the issue, and help you resolve it.

 

Here's how:

 

  1. Go to Help and choose the Search tab.
  2. In the search field, type in contact support.
  3. Click the Contact Us button.
  4. Choose your preferred method of communication to connect with our support.
  5. Follow the on-screen instructions based on your choice.

 

Please note that for QBO Core, our support is available Monday to Friday, from 6 AM to 6 PM PT. Check our support hours to ensure you receive timely assistance. 

 

Additionally, I'm adding this resource to help you categorize transactions uploaded to QuickBooks Online: Categorize online bank transactions in QuickBooks Online.

 

Our goal is to ensure your experience managing finances with QuickBooks is as seamless and efficient as possible. Don't hesitate to drop more questions about your QuickBooks Online bank transactions. We're on standby and ready to jump back in at a moment's notice. Wishing you a prosperous financial year ahead!

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