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chase-generalcon
Level 1

Online Projects Problem: checking account transactions not showing on home screen? QBs cant help me. They magically disappeared last Tuesday.

All of my checks (expenses) have been coded correctly. Last Tuesday, they are not showing up on the home screen, but are still in the file?
6 Comments
katherinejoyceO
QuickBooks Team

Online Projects Problem: checking account transactions not showing on home screen? QBs cant help me. They magically disappeared last Tuesday.

Hi there, @chase-generalcon

 

It's my pleasure to help you out with your first post in the Community. It could be that you're experiencing a browser-related issue. This is why it isn't showing in the dashboard. 

 

Let's check to identify this problem by opening any supported browser, then follow these shortcut keys below to open a private window:

 

  • Google Chrome, press Ctrl Shift N.
  • Firefox or Internet Explorer, Ctrl Shift P.
  • SafariControl Option P.

 

Once done, check to see if you're no able to see it on your home screen. If that works, troubleshoot your main browser by clearing its cache and temporary Internet files. If it's still an issue, try using another supported browser. 

 

I've got here information about tracking income and more, refer to this help article: Track income, costs, and profitability by the project. It also includes a short video tutorial for your visual guide. 

 

Let me know if you have anything else that you need help with, @chase-generalcon. I'll be around to guide you some more.

chase-generalcon
Level 1

Online Projects Problem: checking account transactions not showing on home screen? QBs cant help me. They magically disappeared last Tuesday.

I have attempted the private view, on chrome and explorer. Same results, coded checks are not included in the cost on the home project page or in the project. That being said, if I click on the expense tab, all expenses are listed. They are included in the project, but the program is not adding them together abs showing me a total like it has always done. 

chase-generalcon
Level 1

Online Projects Problem: checking account transactions not showing on home screen? QBs cant help me. They magically disappeared last Tuesday.

Is it possible I changed a setting to exclude certain results in the project view. Is so, it would be, "exclude" checks from projects in the "cost" section. 

 

 Everything is coded correctly and worked perfect till last Tuesday. 

 

Every project isexcluding coded checks written to my "contractors", it has "supplies and material", Dump Fees, Permits, etc,. The weird thing is if I click on the expenses, it shows all the checks and gives the total on the report. 

 

Example, I have a job where total income was $10,000. I had $7500 check to my "contractor" from my checking account, no other expenses on this project. The Profit margin shows 100% profit. Which is wrong. 

 

I run the report and it shows $2500 as net income, which is correct. Therefore the profit margin should state 25%, which it did as of last Tuesday. 

 

 

 

 

 

 

JasroV
QuickBooks Team

Online Projects Problem: checking account transactions not showing on home screen? QBs cant help me. They magically disappeared last Tuesday.

I appreciate your prompt reply and providing more details about your concern, @chase-generalcon.

 

I want to ensure to keep you in working order. Since the issue persists after going through the troubleshooting steps above, I recommend reaching out to our Support team.

 

There, they can securely look into your accounts with their proper tools and investigate the root cause of this. Here’s how to contact them:

 

  1. Go to the (?) Help icon.
  2. Click the Talk to a human option (type it again if prompted).
  3. Select I still need a human.
  4. Click the Contact us link.
  5. Fill in the details of your concern and proceed with Let's talk.
  6. Select either Send a message (if you preferred chat) or Get a callback2.JPG

You can also utilize this article for more details: QuickBooks Online Support.

 

I’ve also collected these resources that you can use to learn some best practices in managing your projects effectively:

You’re always welcome to get back to me if you have any follow-up questions about supervising your projects. I’d be more than happy to help and back you up. Keep safe, and stay well.

chase-generalcon
Level 1

Online Projects Problem: checking account transactions not showing on home screen? QBs cant help me. They magically disappeared last Tuesday.

Thank you for the response. 

 

Beating a dead horse at this point, I have spent over 6 hours on the phone , and nobody can seem to help me. It has been 1.5 hour wait time(s) on the phone, once the call got disconnected with no return phone call or email, and the other the service rep basically said no body knows the issue and they will send me an email updating the progress or a solution. That was last Tuesday, crickets. 

 

A person was able to remote in to my PC, but still could resolve the issue. he/she sent me this, 

In case you need to reference our call today, you can use this case number:[removed] [removed]

 

I have referenced this number each time and has not helped and have to keep explaining the issue. Maybe i am not explaining the issue enough, or just nobody seems to care to go above and beyond to resolve. 

 

This is very frustrating mainly due to lack of communication, how long it takes to reach service rep, and no solution or explanation to what seems to be a easy fix. I have spent hours trying to fix myself, and cant figure it out how it just magically changed. I hope it is my fault, and it is a easy solution. But the fact that nobody can explain the issue, is frustrating and more so concerning if I want to continue paying 2k a year for the service. 

 

Please understand my frustration with this. It is not directed towards you. I just need this resolved and continue closing out my year. Its a nice tool that magically just disappeared last Tuesday.  I need someone to work with me directly and remote in and understand/resolve the problem. 

chase-generalcon
Level 1

Online Projects Problem: checking account transactions not showing on home screen? QBs cant help me. They magically disappeared last Tuesday.

still no contact from anyone

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