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katsclosetappare
Level 2

Cannot connect QB Cash Account to Banking Overview

I'm trying to connect my QuickBooks Cash Account as a linked account on my Banking Dashboard and it keeps telling me "Something's not quite right" unable to connect. I need a detailed registry of all my transactions and the balance after those transactions, which is not in manage account under Cash Flow. Something very fishy is going on with my QB Cash Account - there are still pending transactions from the beginning of July that already cleared show as pending. I had one account balance, then did an instant deposit on sales, and did a small transacation, my balance is showing still the same as before the instant. I most certainly am missing money here and the help line for debit told me nothing was wrong and to contact some other number to tell me where my detailed registry is for my QB Cash Account. I'm getting very aggravated at this point in time
5 Comments 5
LeizylM
QuickBooks Team

Cannot connect QB Cash Account to Banking Overview

Hello and welcome to the Community, katsclosetappare.

 

I did some research on my end and found that we have an ongoing investigation into this error. Our engineers are working on fixing this as soon as possible.

 

While we’re waiting for a permanent fix, please give our Customer Care Team a call to add your account to the list of affected users. This way, we can take a closer look and investigate more on why you're having trouble connecting with those banks.

 

Please know that we value your patience while dealing with this concern. I'll get back to you here in the Community space once this issue is resolved.

 

  1. Click the Help menu in the upper-right-hand corner.
  2. Type in "Talk to a human", then press Enter.
  3. Look for I still need a human and click on it.
  4. Click Get help from a human or Contact Support Team.
  5. Select between Send a messageSchedule an appointment, or Get a callback.

 

I've added these links for future guide:

 

 

I appreciate your patience and understanding as we continue working toward a resolution. Just leave a comment below if you have any other banking concerns. Have a wonderful day!

katsclosetappare
Level 2

Cannot connect QB Cash Account to Banking Overview

Thank You for your reply - I am losing patience with this. There are, from what I can tell, 100's of dollars missing out of my account. I have vendors to pay. I contacted that same number weeks ago and was told there was nothing wrong with my account, yet there are still pending holds that are already paid. I need a detailed view ASAP and a full audit of my QB Cash Account. GreenDot.com does not recognize my QB Debit card number at all so they can not help me with anything. 

jamespaul
Moderator

Cannot connect QB Cash Account to Banking Overview

Hello, katsclosetappare. 

 

I would also like to ensure that I have counted my funds down to the last cent. That said, I'll point you to the right direction so you'll be able to get your funds and have the balances updated as soon as possible. 

 

Just an update on the Something's not quite right error message, our engineers are still working on a fix. If you've signed up the affected users list, you'll be receiving notifications from them about the issue. 

 

Also, I'd like to help you out with the detailed registry and check on the held funds.

 

However, I'm unable to access sensitive information in the Community space. Though, our support agents can do it for you. 

 

Aside from LeizylM's steps, you can use this direct chat link to connect with our Payments or Cash support agents: Direct chat link

 

Please take note of our support hours so your needs will be catered accordingly and timely.

 

The support times and other contact options can be found here: Contact Payments or Point of Sale Support.

 

After connecting your Cash account successfully in the Banking page, you can start categorizing and matching your transactions. This article can help you out: Categorize and match online bank transactions in QuickBooks Online.

 

I'm always here to hear you out if you have other concerns with QuickBooks Cash or your transactions. Just use this thread, and I'll ensure your needs are taken care of. 

katsclosetappare
Level 2

Cannot connect QB Cash Account to Banking Overview

I plan on calling support in the morning

katsclosetappare
Level 2

Cannot connect QB Cash Account to Banking Overview

Hi JamesPaul

 

The link to direct chat got me no where fast. She had no clue what I was talking about and pushed me off to QB Online Support, nor could she (Chariza) direct me to where I can see a detailed view of transactions and balances after said transactions

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