Are others having trouble accessing the banking tab? I have tried every day for 4 days now, and cannot reconcile my transactions.

usersusanpintus · ‎September 13, 2022

Nothing happens when I click on Banking.

jamespaul · ‎September 13, 2022

Hello, usersusanpintus.

Aside from clicking the Banking tab, did you also encounter a specific error message? I'd like to know this so I can check for any system-related issues.

In the meantime, I'd like to lay down a solution to help you access the Banking tab again.

A cache-related issue is likely preventing you from accessing the Banking tab. When a browser's cache is full or there's a damaged webpage data on it, it can cause strange behavior within QuickBooks Online.

We can confirm this by using an incognito browser (good for determining cache-related issues, and doesn't use the existing cache data):

Google Chrome: Press CTRL + Shift + N.
Safari: Press Command + Shift + N.
Mozilla Firefox or Microsoft Edge: CTRL + Shift + P.

From there, log in to your QuickBooks Online account then access the Banking page again. When you're able to do so, categorize or manage your transactions so you can reconcile your bank account.

Afterwards, we'll want to go back to the regular browser and clear the cache. This removes the webpage data that's causing the issue. Close out any browser instances to complete the process.

Though, we can also use another supported browser as an alternative in fixing this issue.

Need help with the reconciliation process? Check out this article for a guide: Reconcile an account in QuickBooks Online.

The reconciliation process will generate a report that'll help you review the reconciled transactions for the next period. If you'd like to know how to utilize it well, feel free to check out the article below. I'll also add a guide in case you run into any reconciliation discrepancies:

Please let me know if there's anything else I can do regarding the Banking page or when reconciling your transactions. I'm here to help.

View solution in original post

jamespaul · ‎September 13, 2022

Hello, usersusanpintus.

Aside from clicking the Banking tab, did you also encounter a specific error message? I'd like to know this so I can check for any system-related issues.

In the meantime, I'd like to lay down a solution to help you access the Banking tab again.

A cache-related issue is likely preventing you from accessing the Banking tab. When a browser's cache is full or there's a damaged webpage data on it, it can cause strange behavior within QuickBooks Online.

We can confirm this by using an incognito browser (good for determining cache-related issues, and doesn't use the existing cache data):

Google Chrome: Press CTRL + Shift + N.
Safari: Press Command + Shift + N.
Mozilla Firefox or Microsoft Edge: CTRL + Shift + P.

From there, log in to your QuickBooks Online account then access the Banking page again. When you're able to do so, categorize or manage your transactions so you can reconcile your bank account.

Afterwards, we'll want to go back to the regular browser and clear the cache. This removes the webpage data that's causing the issue. Close out any browser instances to complete the process.

Though, we can also use another supported browser as an alternative in fixing this issue.

Need help with the reconciliation process? Check out this article for a guide: Reconcile an account in QuickBooks Online.

The reconciliation process will generate a report that'll help you review the reconciled transactions for the next period. If you'd like to know how to utilize it well, feel free to check out the article below. I'll also add a guide in case you run into any reconciliation discrepancies:

Please let me know if there's anything else I can do regarding the Banking page or when reconciling your transactions. I'm here to help.

usersusanpintus · ‎September 14, 2022

Thank you!! Problem solved, using your advice. And I now have the banking tab opening in my regular browser.

Previously--No, there was no error message. No response whatsoever when I clicked on the banking tab.

Archie_B · ‎September 14, 2022

Thank you for getting back to us, usersusanpintus.

It's good to know that everything went well.

You're always welcome to post your other concerns here in the Community. We'll make certain to provide pertinent information as well as specific troubleshooting steps to resolve your issues as quickly as possible.

Leave a comment if you have any follow up questions about banking. Enjoy your day!

APOS · ‎August 30, 2024

I cannot see a Banking Tab at all and I have cleared my cache. Please help!!

KayePe · ‎August 30, 2024

You can use other available supported browsers, @APOS. I have additional advice for this. I'll share it with you.

Please know that the Banking menu is renamed to Transactions, while the Banking tab is renamed to Bank Transactions.

We appreciate you for clearing your browser's cache to address your concern. Since the issue persists, you can use a different supported browser to see if the tab is visible there. If the same thing happens, I recommend contacting our support team for further investigation. Our team has the necessary tools to address this concern promptly. To contact us, here's how:

Log in to your QuickBooks Online company.
On the upper right corner of your screen, click on Help (?).
Select or type Contact Us.
Start entering your concern, then select Let's Talk.
Please choose a way to connect with us:

Assistant tab and select Talk to a human.
Search tab and click on Contact Us to connect with a support expert.

Furthermore, you can reconcile your account in QBO to effectively manage financial risks by promptly identifying errors, discrepancies, or irregularities. For a guide, see this link: Reconcile an account in QuickBooks Online.

Tag us here for more questions regarding any QBO concerns. We're committed to helping you.

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Are others having trouble accessing the banking tab? I have tried every day for 4 days now, and cannot reconcile my transactions.