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baitinator
Level 2

Freezing when trying to edit bank transactions with large # of lines

For the last couple months whenever I try to edit a bank transaction that has a large # of lines, it freezes or times out.  Whenver it does open, it will freeze after clicking "save."  This did not ever happen prior to July.  These are transactions automatically categorized using the Ebay connector app and it breaks it down by matching each transaction in the payment period into the correct chart of accounts for sales, fees, etc. It doesn't happen with transactions with only a few lines, only on the ones with several hundred lines.  The Ebay connector app classifies shipping charges as "Ebay sales" and I need to edit those lines in the payout to "shipping costs", but I have not been able to do this for the last couple months.  I already did the usual steps- cleared cache, updates, restarts, incongnito, tried multiple PC's, multiple browsers etc and nothing fixed it.  When I did a chat and shared my screen with a Quickbooks agent, it froze so bad that is caused the whole browser to stop working and they couldn't us the chat anymore and just ended it.  I assume it is a bug from the last big update in July/August, but I have been waiting and it is not getting better.

13 Comments 13
GlinetteC
Moderator

Freezing when trying to edit bank transactions with large # of lines

Hello, baitinator. I understand the challenges this may cause you, as accuracy and control over your financial records are crucial when managing your banking transactions. 

 

I also commend you for performing the steps to get this issue fixed. You can modify the transactions through the Chart of accounts as a workaround. This approach allows for flexibility and can help you maintain accurate records.

 

Here's how:

 

  1. Go to the Gear icon and select Chart of accounts.
  2. Locate the account and click View register.
  3. Find the transactions you want to modify and tap the Edit button.
  4. Apply the necessary changes, then click Save and close.

 

You can also consider contacting our QuickBooks Customer support to review your case and investigate the cause of this issue further.

 

Moreover, reconcile the account to ensure the accuracy and completeness of your financial records.

 

Let me know if you have further questions regarding banking transactions and other related issues. I'll be here to assist.

baitinator
Level 2

Freezing when trying to edit bank transactions with large # of lines

The same thing happens when I access it through "chart of accounts."  It happens when I try to edit any split transaction deposit with a large # of categorized lines.  Any other split transaction with 3 or 4 lines opens fine, but any of them with several hundred lines won't open. It seems like the system can't handle it and it continues to freeze, time out, or give an error. This was not a problem prior to a month or two ago and they always opened fine.

ReymondO
QuickBooks Team

Freezing when trying to edit bank transactions with large # of lines

Thanks for getting back to the thread and following the suggestions above, @baitinator.

 

Since you've already performed some troubleshooting steps and still getting the same results, I'd suggest getting in touch with our QuickBooks Team. This way, they can check your account and further investigate the issue. Here's how to connect with them:
 

  1. Sign in to your QuickBooks Online company.
  2. Go to Help (?).
  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.

 

I'm adding this article to guide you in reconciling an account: Learn the reconcile workflow in QuickBooks.

 

Please let me know in the comment section if you need additional help in completing your task with QBO. I'll be happy to assist.

baitinator
Level 2

Freezing when trying to edit bank transactions with large # of lines

Still have not had this issue resolved.  Even tried the QBO app and it follows the same behavior on the app. I can't be the only person having this issue unless other large Ebay sellers don't use the connector app.  It used to work fine until around August.

Clark_B
QuickBooks Team

Freezing when trying to edit bank transactions with large # of lines

I understand how hard it must be for you, @baitinator. I appreciate you taking the time to express your concerns about your bank transactions that are still freezing in QuickBooks Online (QBO).

 

Looks like you contacted our support before and the issue still remains. However, I'd still suggest contacting our support team to follow up on your case.

 

Here's how:
 

  1. Go to Help (?).
  2. Select the Search tab, then choose Contact Us.
  3. Type in your issue or concern in the field.
  4. Hit Continue.
  5. Click the Chat or Callback option.

 

For more detailed steps, please refer to this article: QuickBooks Online Support.

 

In addition, I will add this article to guide you in reconciling your transactions: Learn the reconciliation workflow in QuickBooks Online.

 

Thank you for your patience and understanding as we work to improve your experience with QuickBooks Online. If there's anything else that I can help you with, please do not hesitate to reach out.

coastcars
Level 1

Freezing when trying to edit bank transactions with large # of lines

I just had the exactly same issue after spending 1.5h, arond 10 lines,  entering data on a split transaction. I don't even have a third-party app for QB to blame for. I did it all manually and once I clicked on " Apply and accept ", It threw a non sense erro message " Something's not quite right Please enter a valid amount for all the lines with a category " and frozen the screen. Notice, all the lines do have a valid amount 

FaithA
QuickBooks Team

Freezing when trying to edit bank transactions with large # of lines

Thanks for joining the thread, coastcars. I understand the urgency of the matter. Let me help you sort this problem out and get you back on track. 

 

We can perform basic troubleshooting on your account to check as to why this is happening. First, let's review if this is a browser-related issue. Let's start by opening your account in a private browser as it ignores historical data. 

 

These are the keyboard shortcuts:

  • Mozilla Firefox: CTRL + Shift + P
  • Microsoft Edge: CTRL + Shift + N
  • Google Chrome: CTRL + Shift + N
  • Safari: Command + Shift + N

 

If the error is fixed after this, then the issue is likely caused by your browser. You'll want to clear your regular browser cache. Another option is to use other supported browsers.

 

If the issue still occurs after performing the troubleshooting, you'll want to contact our support team to have your account checked and get this behavior investigated further. Here's how to contact them:

 

  1. Log in to your QuickBooks Online account.
  2. Click Help (?).
  3. Type in "Talk to a human," then press Enter.
  4. Select Contact Support Team.
  5. Type again Talk to a human and click Contact Support Team.
  6. Choose a way to connect with us.

 

I'll also add this article for additional information on financial reports to give you a snapshot of your business: Run reports in QuickBooks Online

 

Keep your posts coming if you have additional questions about editing bank transactions and other QuickBooks-related queries. I'll be right here to assist you further. Take care. 

baitinator
Level 2

Freezing when trying to edit bank transactions with large # of lines

I never did get the original issue resolved, but I recently found the below info about apps in quickbooks, but I cannot find a spot in the settings to change the sync options on the Ebay connector app. Can anyone direct me to where this setting is?

 

Issues with connections to app transactions

 

If you connect an app with a high volume of daily transactions, QuickBooks Online may freeze. To fix or prevent this from happening, you must change the sync options in the app to allow it to bring over a daily summary instead of individual transactions.

Was this helpful?

GenmarieM
QuickBooks Team

Freezing when trying to edit bank transactions with large # of lines

Hello there, @baitinator.

 

I am here to share some information about your bank transactions and syncing your eBay Connector to QuickBooks Online (QBO).

 

To prevent unexpected behaviors in QuickBooks Online when connecting an app with a high volume of daily transactions, you can consider adjusting the sync options in the app to bring over a daily summary instead of individual transactions. This can help streamline the syncing process and avoid performance issues.

 

 If you're unsure where to locate that setting, I suggest reaching out to the developer of the app. You can find their number or email from the Contact section of the app profile in the Apps menu.

 

Moreover, I'm adding this helpful article as your reference in categorizing bank transactions in QBO: Categorize online bank transactions in QuickBooks Online.

 

Return to this post if you have other concerns about syncing yout eBay app and bank transactions in QBO. I'll be here to lend a hand. 

coastcars
Level 1

Freezing when trying to edit bank transactions with large # of lines

Hi @FaithA . Thank you for getting back to me. I managed to get the split transaction with multiple lines( manually entered, no third party app, ) entered without QB getting frozen by opening a incognito tab on my Brave browser. 

Thank you. 

JoanaC
QuickBooks Team

Freezing when trying to edit bank transactions with large # of lines

Hello there, coastcars.

 

Thanks for sharing your experience. We're happy to hear that our colleague resolved your issue getting your splitting transaction with multiple lines. Our topmost priority is to ensure that you have a great experience. 

 

We are constantly working to enhance QuickBooks for an even better user experience.

 

Feel free to create a new one if you still have other concerns. Have a great one!

Laureenwood
Level 1

Freezing when trying to edit bank transactions with large # of lines

I am also experiencing this issue. I have completed all steps below. Does anybody know a solution?

MAnneJ
QuickBooks Team

Freezing when trying to edit bank transactions with large # of lines

I appreciate you for doing the steps on your end, Laureen. I'm always here to route you to the appropriate support. 

 

As you've followed the steps below, I'd recommend contacting our Customer Support Team. 

 

Here's how: 

 

  1. Sign in to your QuickBooks Online company.
  2. Select Help (?).
  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 contact us from Mondays to Fridays, 6 AM to 6 PM PT, and Saturdays, 6 AM to 3 PM PT for PlusEssentials, and Simple Start users. Advanced users can contact us anytime and any day.

 

Additionally, you'll want to check this article and learn how to review downloaded bank and credit card transactions: Categorize online bank transactions in QuickBooks Online

 

Don't hesitate to click the Reply button should you need additional assistance managing your bank feeds. I'll keep an eye out for it. Keep safe. 

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