Let's figure out what's happening and find a resolution in your bank accounts not uploading properly in QuickBooks Online (QBO), redhotau1.
To start with, may I know the name of your bank account first? This helps us better isolate the issue. We can perform some troubleshooting steps to help you resolve to upload the bank account properly and to show the GST box when categorising the transactions. This might be a simple webpage sync issue so we can press the F5 button or sign out and sign back in to refresh the bank connections.
This unexpected behavior can also be caused by a cache-related issue where a browser's cache is full or corrupted. This can cause several issues within the program. One way to rule this out is to use an incognito or private browser. Let me guide you on how:
- Google Chrome: CTRL + Shift + N.
- Microsoft Edge: CTRL + Shift + N
- Mozilla Firefox: CTRL + Shift + P
- Safari (new versions): Command + Shift + N
Once done, log back into your QuickBooks account and download the bank transactions again. When they appear properly and the GST box appears when categorising them, go back to the regular browser and clear the cache. This clears the webpage data that's causing the issue. Then, close out any browser instances to complete the process. Alternatively, you can use another supported browser to check your connected accounts.
If the same thing happens, we can follow the steps in this article to troubleshoot the issue: Troubleshoot unknown bank and transaction errors. This will guide you also on what to do if you don't know what exactly is going wrong with your bank connection. This will take you through some troubleshooting steps for some common bank issue occurrences.
Below are some articles that will guide you in categorizing transactions and the reconciliation process:
I've got your back if you have more questions about downloading and categorising your banking transactions. If you need help with reconciling your bank accounts or running your bank reports, just leave a comment below. I'll get back to you.
