Has anyone else run into issues with quickbooks online running slow when categorizing banking transactions. I get a spinning green circle that never goes anywhere.

Hello there, Briannatsp.

I recognize how important it is to be able to categorize transactions smoothly. This can help save time and let you perform other tasks for your business. Let me help and route you in the right direction to move past the issue.

Since you continue to get the same result after performing the basic troubleshooting steps, I recommend reaching out to our QuickBooks Online (QBO) Care Team. They can perform a screen sharing session to visually help them identify the cause of the issue. Then our specialists will guide you through the process on how to apply the permanent solution. Also, if there are other users experiencing the error, they can open a ticket for further investigation.

Here’s how to contact them:

1. In your company, press the Help icon at the top to open the QB Assistant window.
2. In the Assistant tab, scroll down to the Type something field and key in your concern or issue. For example, get’s a spinning green circle when categorizing transactions.
3. Click the Get help from a human link and follow the on-screen steps to complete the process.
4. In How would you like to connect with us? section, select Chat for real-time assistance or Callback to speak with an agent.

You can bookmark this article in your browser for future reference: Categorize and match online bank transactions in QuickBooks Online. It provides information about classifying downloaded entries, adding new ones, matching them to name a few.

In addition, the links below contain resources that will help you manage your banking activities,
and  PayPal transactions.

• QBO banking
• Connect to PayPal FAQ

Keep in touch if you still have other concerns about categorizing entries. I’ll be around to help and make sure this is taken care of for you. Have a good one.

Hello.  I spoke to an agent through chat earlier and they said they would escalate it to the correct department.  I have since received a call from a Quickbooks Pro Advisor team that did the screen share with me, and then tried to sell me their services for $1100 a year.

They said I am missing some critical updates and that is causing my problems.  However, I have NO record of any necessary updates from QBO.  I have no emails, no prompts when I login, etc.  
How can I check my QBO to see if I need to update it?

Hello, and thank you for the quick reply.  Before posting the message here, I spoke to a chat agent and they said they'd escalate my concern to the necessary department.  A few hours later I got a call from the Quickbooks ProAdvisor department.  They did a screen share with me and told me I'm missing critical updates and that is what is causing my problem.  Then they tried to sell me on their services for $1100 a year.

What I don't understand is that I do not have a single email from QBO/Intuit telling me I need to update the program, nor do I receive any prompts when logging in to QBO.  So how do I check for these updates and perform them if necessary?  

I already pay $80 a month for QBO, I cannot afford to pay $1100 for someone to apply updates to my account.  Please advise.  Thank you.

Hi there, @ briannatsp.

Thank you for raising your concern here in the community.

This must be hard for you. Let me assist you in the best way I can to resolve the issue. You may update your email to get notified of all updates of Intuit products.

 Follow the steps below:

1. Click the Gear icon, and then choose Account and Settings.
2. Select the Company tab, and then Marketing Preferences under the Communications with Intuit section. This will route you to your Intuit account.
3. You can also directly access it by signing in to your Intuit account.
4. Once there, pick the Sign in and security tab.
5. Check the Email address section if it's been successfully changed to your new email. If not, click Edit and change your email. 

Here’s the article that you can use if you get bank errors or are unable to download transactions on QBO. 

Additionally, some of the customer are currently unable to refresh their bank feeds in QBO, kindly to this article.

You can also subscribe to keep you posted with bank holidays. Just hit the upper right box and choose what you prefer to receive the notification.

Don’t hesitate to reach out to our contact support they give you the right information with your concern.

If you have any additional queries about email management or other QuickBooks-related issues, please let me know. I'll gladly assist you. Have a great day!

---

@briannatsp wrote:

I spoke to a chat agent and they said they'd escalate my concern to the necessary department.  A few hours later I got a call from the Quickbooks ProAdvisor department.  They did a screen share with me and told me I'm missing critical updates and that is what is causing my problem.  Then they tried to sell me on their services for $1100 a year.

 

I already pay $80 a month for QBO, I cannot afford to pay $1100 for someone to apply updates to my account.  

---

@briannatsp 

How did you contact Support? Did you dial a phone number to chat?

No, I used the support function on QBO to initiate the chat with an agent. A few hours later I got what was apparently this scam call. 

My QB online has become so slow I could almost go for a coffee while certain things are happening.

My 16G RAM is more than sufficient, no other online program responds so slowly, I have cleared my cache, my upload/down load speed is not an issue, so the problem lies with QB.

Went on to the chat line my help button directed me to, after 30 minutes response was, try the online chat as we cant find any problems. There is a problem with the program, so a fix would be good.

This is still an issue!!! Since last year. It has not been fixed. Sales receipts spin when trying to categorize them on the banking screen. QBO Fix your mess please. 

Thanks for joining this thread, galloway03.

This isn’t the kind of impression I want to leave about the program. Let me share some details about the issue.

We’ve received reports from other users that they’re getting a green spinning circle when categorizing transactions. This unusual behavior is already being worked on by our engineers with utmost urgency.

To keep you in the loop for the latest updates about the investigation, I suggest contacting our QuickBooks Online (QBO) Care Team. One of our specialists will help you sign up to the list of affected users. You’ll receive an email once there’s an update about the investigation.

Here’s how:

1. Tap the Help icon at the top to open the support screen.
2. Navigate to the Assistant tab, scroll down to the Type something field and enter a brief description about the issue (loading green circle).
3. Click the Get help from a human link and follow the on-screen steps to complete the process.
4. In How would you like to connect with us? section, pick Chat for real-time assistance or Callback to speak with an agent.
5. Make sure to provide this number to speed up the process: INV-66136.

We’ve collected resources to help customers easily manage their transactions (PayPal). These articles contain answers to common questions about the application and how it works with QBO.

• Use the Connect to PayPal app
• Switch from PayPal Bank Feeds to PayPal app
• Use the Connect to PayPal app

Click the Reply button and post a comment if you have additional questions managing your banking transactions. I’m always ready to answer them for you. Have a good one.

The PayPal integration with QBO is poor and not working.  It takes me hours and many attempts to get the data imported from Paypal, since it fails many with some error such as:

Something isn't working

@Cookie45 

Consider having a paid connector for the time being to reconcile your PayPal transactions.

I'm a small business with small budgets and believe it's something that should be fixed with QBO or Paypal depending of where the root cause is.  Thanks for making me consider a 3rd party payment connecter, but it's not an option now.