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Craig Stroube
Level 1

On Friday I was able to categorize banking transaction using products and services and by Saturday the drop down for products and service was no longer available.

 
4 Comments 4
MarkAngeloG
QuickBooks Team

On Friday I was able to categorize banking transaction using products and services and by Saturday the drop down for products and service was no longer available.

Hi there, Craig.

 

Thank you for reaching out to the QuickBooks Community about the sudden disappearance of the dropdown for Products and Services in your banking transactions. This issue can be very challenging, especially when you need to categorize transactions quickly and accurately. Let’s work together to troubleshoot and resolve this.


Sometimes, changes in the user interface can be due to browser cache issues. As of now, I can guide you on troubleshooting your browser to ensure it runs with QuickBooks efficiently. Let's start with accessing QuickBooks Online using incognito mode or a private window. Here are the shortcut keys to go private mode in a browser:

 

For Google Chrome / Microsoft Edge / Opera:
 

  • Windows: Ctrl + Shift + N
  • Mac: Command ⌘ + Shift + N

For Firefox:
 

  • Windows: Ctrl + Shift + P
  • Mac: Command ⌘ + Shift + P

For Safari:
 

  • Shift + Command ⌘ + N

 

If this works, you can proceed to clear your browser's cache and cookies. Otherwise, you can also use other supported browsers to ensure it runs QBO efficiently.

 

After categorizing your bank transactions, you can consider reconciling them to match accurately with your bank statement.

 

If you have any further questions or need additional assistance, please don’t hesitate to reach out again. We're here to ensure you categorize your bank transactions efficiently.

Craig Stroube
Level 1

On Friday I was able to categorize banking transaction using products and services and by Saturday the drop down for products and service was no longer available.

Thanks for the update, however clearing the browser data did not solve the problem, nor did attempting to open in incognito mode.

Craig Stroube
Level 1

On Friday I was able to categorize banking transaction using products and services and by Saturday the drop down for products and service was no longer available.

Also Edge, and Firefox did not solve this issue.

Eman_E
QuickBooks Team

On Friday I was able to categorize banking transaction using products and services and by Saturday the drop down for products and service was no longer available.

Thanks for getting back to this thread, Craig. I'd be glad to help you get the best assistance in managing your QuickBooks Online (QBO) banking transactions.

 

Since you’ve already verified everything on your end, I recommend contacting our QuickBooks Online support team to have them investigate this behavior further.

 

Here's how:

 

  1. Log in to your QuickBooks Online account.
  2. Click the Help (?) icon.
  3. Select Contact Us and choose a way to connect with us:
  • Start a chat with a support expert.
  • Get a callback from the next available expert.

 

 You can check out our support hours in this article: Contact QuickBooks Online support.

 

Nevertheless, I've included this helpful article to assist you in effectively reconciling your accounts so they always match your bank and credit card statements: Reconcile an account in QuickBooks Online.

 

Feel free to post a reply if you have other questions about banking transactions in QBO. I'll get back to you anytime possible. Enjoy the rest of the day!

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