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treasurer140
Level 2

QuickBooks Online deposit form no longer suggests the account/category when entering data in the deposit form area--what happened?

The QuickBooks Online deposit form changed today.  The field for category (chart of account category/account) used to suggest a value as you typed in the starting characters.  Why does this no longer work as of today?  It was working last night.
6 Comments 6
Daniela_A
QuickBooks Team

QuickBooks Online deposit form no longer suggests the account/category when entering data in the deposit form area--what happened?

That's an unusual behavior, @treasurer140. Allow me to help you narrow down the cause of this matter.

 

In the meantime, let's perform some troubleshooting steps to fix the issue. Let's start by logging in to your account using a private or incognito window. There are times the outdated or corrupted site data in the browser causes runtime and unexpected behaviors error in the program. Please refer to the shortcut keys I've listed below:

 

  • Ctrl + Shift + N for Google Chrome
  • Ctrl + Shift + P for Firefox & Microsoft Edge
  • Command + Shift + N for Safari

Once you're in, head back again to deposit form. If it's able to suggest accounts again, go back to your regular browser and then clear its cache and cookies to start over fresh. Switching to other supported web browsers can be a good alternative, too.

 

In addition, you can check out these following articles for future references:
 

Please let me know how it goes. It'd be my pleasure to assist you further. Stay safe and have a good one.

treasurer140
Level 2

QuickBooks Online deposit form no longer suggests the account/category when entering data in the deposit form area--what happened?

None of your suggestions cure the problem.  Rebooted computer, still problem.  Changed browsers, still problem.

RoseJillB
QuickBooks Team

QuickBooks Online deposit form no longer suggests the account/category when entering data in the deposit form area--what happened?

Performing the steps provided by my colleague above is a good start, @treasurer140. In that manner, we determined that it is not a browser-related issue.

 

Let me add another way to rectify this matter. I have performed the same to see how it looks on my end when entering a bank deposit and selecting an account or category in QuickBooks Online (QBO). I see that there is a new interface that currently rolling out to some users. 

 

Thus, adding an account or category is different. You’ll want to follow the steps below to add them:

 

  1. Click the + New icon and select Bank deposit.
  2. From the Bank deposit window, select the Account section to see the dropdown. Then, tap see and add more categories hyperlink.
  3. Under the All categories section, you can see all the existing accounts. You’ll only have to click the dropdown to see more.
  4. Once selected the correct account, press the Select button.

 

That should enable you to add the account to its designated section. Another way around, you can type in the account name on the search bar under the All categories to add them. Furthermore, we have also received reports from other customers about the unavailability to select some accounts when entering bank deposits.

 

If you’re experiencing the same after performing the steps above, this may be caused by the ongoing issue. Hence, you can contact our Technical Support Team to ensure you get added to the list of affected users and get updated via email once a fix is available. You can inform them to add you to INV-83973 for easy tracking

 

Please let me know if you have other questions or concerns by leaving a comment below. I'm always here to help. Have a good one!

treasurer140
Level 2

QuickBooks Online deposit form no longer suggests the account/category when entering data in the deposit form area--what happened?

Thank you for your reply.

 

I discovered your "work around" while investigating the problem.  While it works, I have more than 100 deposits to enter with each deposit averaging 3-4 lines/accounts.  The work around has at least an additional 3 clicks per line/account--that makes 9-12 clicks times 100 or over 1,000 additional clicks to enter my data.

 

This same error existed in the "Received from" field, but that has now been corrected.  Seems you could correct this error prior to March 3 as I was told was the "next release."

 

As a hobbyist programmer, I understand how bugs can slip through--but this should have never gotten through your QA/QC process before being released.  The extra work has shut down my data entry until it can be fixed.

 

jkolbow
Level 2

QuickBooks Online deposit form no longer suggests the account/category when entering data in the deposit form area--what happened?

I do not believe this is a bug. I believe it is a design flaw which will make it more difficult to change. It feels like Intuit is pushing users away from data entry to streamlined accounting using integrated apps for all transactions. However this does not work always work well and can mean a lot of adjusting to correct or add detail to the downloaded transactions.  Not only is the Account/Category design flaw creating a ton of extra work for users, but novice users will end up adding duplicate accounts to their COA to record transactions.

treasurer140
Level 2

QuickBooks Online deposit form no longer suggests the account/category when entering data in the deposit form area--what happened?

Intuit correct the problem today.  Not sure if they corrected the error or rolled back  the update.

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