I understand the importance of ensuring you can view the bank transactions seamlessly in QuickBooks Online (QBO), y_dunlop. Let's work together to access the necessary information.
We can confirm permissions to ensure that your administrator has provided you with the necessary authorization to view bank transactions.
Here's how:
- Sign in to QuickBooks with a user profile that has permission to manage users.
- Click the Gear icon.
- Select Manage Users.
- Check your access.
If you have full access and the issue persists, we can perform some troubleshooting steps to fix this. There are times when the browser is full of frequently accessed page resources, which causes some errors or unusual responses.
Let's start accessing your account using a different or private browser. You can use either of these shortcut keys:
- Google Chrome: Ctrl + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Microsoft Edge: Ctrl + Shift + P
- Safari: Command + Shift + N
Once logged in, try to view the bank transactions again. If it works, I recommend clearing your browser's cache. Doing so will remove the historical data and access QuickBooks with a clean slate. You can also switch to a different supported browser.
When you can see the accounts with the downloaded bank entries, you can start categorizing them for your books: Categorise and match online bank transactions in QuickBooks Online.
You're welcome to swing by anytime if you still have questions or concerns with bank accounts. I'm here to help. Take care and stay safe.
