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Level 1

I can link my bank and see my account but i am unable to select it and continue to the next screen. am I doing something wrong?

 
4 Comments
QuickBooks Team

I can link my bank and see my account but i am unable to select it and continue to the next screen. am I doing something wrong?

Hi there, @yogiluber.

 

I can help you access your account and continue to the next screen.

 

In most cases, too much cache on your browser causes unusual behavior while working with QuickBooks. To isolate the issue, I recommend opening QuickBooks through a private window and record an expense from there. This browser prevents any virus infections that can cause unexpected behavior when using QuickBooks.

 

To save you time, use either of these keyboard shortcuts:

 

  • Google Chrome: Ctrl Shift N
  • Safari 11 or newer: ⌘ Shift N
  • Mozilla Firefox: Ctrl Shift P
  • Microsoft Edge: Ctrl Shift P

 

If the categories work fine, I suggest going back to your regular browser and clear its cache to start fresh.

 

You may also use other supported browsers to narrow down the result.

 

Moreover, you can also check for your browser's pop-up blockers. Once it's blocked, you won't be able, or nothing happens when clicking a button or a link. You can open this article for the steps: Why doesn't anything happen when I select a button or link?.

 

For more resources about banking and categorizing transactions, I suggest checking out these links:

 

 

I'm more than happy to help you with any QuickBooks or banking concerns. Just leave a comment below if you have any follow-up questions. Keep safe!

Level 1

I can link my bank and see my account but i am unable to select it and continue to the next screen. am I doing something wrong?

Thank you so much for the prompt and thorough reply.

Let me be more specific as I could have done a better job initially.

I actually cannot link my bank. I am trying to, I select landmark credit, I type in my info, I can see my landmark account and how much is it it, and then I can't select the actual account in order to be able to link it with QB. The button that surrounds my entire account literally cannot be clicked. 

QuickBooks Team

I can link my bank and see my account but i am unable to select it and continue to the next screen. am I doing something wrong?

Allow me to join in this thread and help you connect Landmark credit to QuickBooks, yogiluber.

 

There are multiple bank's names for Landmark accounts listed on the Banking page. However, you need to use the one that exactly appears on your bank's website.

 

When you search for your financial institution (FI), enter the bank's URL. You can only connect one website that allows online banking connection to QuickBooks Online.

 

If you're unable to find Landmark credit, you can send a request to support your FI. Let me show you how:

  1. Go to the Banking menu or Transactions menu.
  2. Click Link account.
  3. Search for the name of your financial institution. 
  4. If QuickBooks is unable to find your bank, you will get the message, "Hmm, we can’t find [name of the bank you entered] in our list of supported banks," and you will be presented with helpful tips to try and locate your bank account.
  5. If you’re still unable to find your bank, select Request support for your bank.
  6. Enter your bank's web address (URL) in the field provided, then click Request.

For now, you can download transactions using a CSV file from your bank, then manually import them to QuickBooks.

 

I'm adding this link for additional insights: Find your bank or credit card account when you connect to online banking.

 

Let me know how this goes by commenting below. I'll be around to help you with QuickBooks.

Level 15

I can link my bank and see my account but i am unable to select it and continue to the next screen. am I doing something wrong?

@yogiluber 

If your bank supports SlickConnect, utilize the trial period of it to isolate the issue.   https://www.moneythumb.com/?ref=110

 

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