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debholmes2
Level 1

bank transactions not loading

when trying to view bank transactions to match, they do not appear and system freezes

5 Comments 5
Jelayca V
QuickBooks Team

bank transactions not loading

We can take a few steps together to troubleshoot and regain your ability to view and match bank transactions in QuickBooks Online (QBO), Deb.

 

Sometimes, a browser can accumulate a lot of frequently accessed pages, which could lead to unusual behaviors when accessing bank transactions in QBO. To help resolve this, I recommend opening an incognito window in your browser to access the product with a clean slate. 

 

Depending on your browser, you can use the following shortcuts:

 

  • Google Chrome and Microsoft Edge: Ctrl+ Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Option + P
    sample.png

 

If your transactions appear, please return to your regular browser and clear the cache for a fresh start. Additionally, switching to other supported browsers could also be worth a shot. 

 

Once everything is fine, it's best to review and categorize your downloaded bank transactions and put them in the correct accounts. Also, regularly review and reconcile your accounts to match your financial statements.

 

Don't hesitate to post here in the Community if you have further questions about your bank transactions, including categorizing or reconciling accounts in QuickBooks. I look forward to helping you further.

debholmes2
Level 1

bank transactions not loading

Already cleared browsing history, cookies, cache first, restarted and rebooted and completed all available system updates.  Still blank screen below bank transactions section in both the old and new views.

Also tried on newer computer with Windows 11 and a lot more memory and cpu power.  Still nothing.  It appears others are seeing the same thing.  I've been using this app for several years and have made no changes to computers.  Every other section of the app works fine and quickly.  It's just the banking transactions section that's a problem.  I'm suspecting it's something to do with the new AI.

This is a very bad time for QBO for be unreliable with HST and Taxes due!!!  Very frustrating!

RoseJillB
QuickBooks Team

bank transactions not loading

Your thorough documentation and efforts to address the issue are highly appreciated, Deb. I understand the urgency of getting this resolved so you can start managing your bank transactions and tax dues. Please know that we are dedicated to working closely with you to ensure that everything is set up for optimal performance.

 

Since you have already performed the suggested troubleshooting regarding system performance, it’s best to contact our Technical Support Team. This way, they can assist you by checking your account and sharing any important information needed to determine the root cause and provide a resolution in a secure setting:

 

  1. Sign in to your QuickBooks Online account.
  2. Click the Help button.
  3. In the QuickBooks Assistance chat box, select Talk to a Human or tap the Contact Us button at the bottom.
  4. Type your reason for contacting us in the What can we help you with? box and click Continue.
  5. From there, choose a way to connect with us: Chat with us, get a Callback, or call our support line directly by getting our Phone number.

 

Additionally, refer to this article for other options when contacting them. You can also scroll down to the bottom to see their phone number, support schedule, and hours to reach them at your convenience: Get help with QuickBooks products and services.

 

Once resolved, you can start filing your sales tax return and record sales tax payments or manage payroll taxes and forms within the application.

 

Let me know if you have additional concerns about managing your company file. I'm always around to lend a hand. Take care!

debholmes2
Level 1

bank transactions not loading

That would be great, except it says they are not available today.

debholmes2
Level 1

bank transactions not loading

Not available Sunday, today.

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