Using QB Online, Getting "Sorry, an unexpected error has occurred. Please try again." on Bank Categorized tab

travelqueen · ‎September 12, 2020

After my accountant unreconciled my credit card bank account, I went to the Categorized tab to Undo the transactions. All was going well, until I decided to Undo transactions on page 2 vs in sequential order.

Below is an example of the error I now receive when I go to the Categorized tab. Even if I Undo line by line, they temporarily move to the For Review tab. When I refresh the bank page, the transactions automatically go back to the Categorized tab.

This issue exists on both the QB Online and QB Accountant Online versions.

So far, I've taken the following actions:

Disconnected the CC bank
Went into the Registry and deleted all transactions from 2019 and 2020
Reconnected CC bank and reloaded all transactions from 2019 and 2020
In Registry, I've manually removed the 'C' marker on all transactions
I've logged in on 2 different browsers (Safari and Chrome)
Cleared History and Cache

I thought disconnecting and reconnecting would reset the account, but it has not.

Is there a timeout period before I'm able to work on this account? It seems that this account is not syncing properly anymore? Could this be a Chart of Accounts issue?

Thanks for anyone who attempts to provide support. This is my primary account and holding me up.

JessT · ‎September 12, 2020

Hi travelqueen,

I appreciate that you took the approach to troubleshoot the error on your own. You've pointed out the things we suggest to clients to fix this type of error. That being said, I recommend contacting our Support team to check this further. They can start with a screen-sharing session to find more details on the issue. Check out their schedule here.

If you have other questions at the moment, please don't hesitate to go back to this thread. We'll be happy to answer them.

View solution in original post

JessT · ‎September 12, 2020

Hi travelqueen,

I appreciate that you took the approach to troubleshoot the error on your own. You've pointed out the things we suggest to clients to fix this type of error. That being said, I recommend contacting our Support team to check this further. They can start with a screen-sharing session to find more details on the issue. Check out their schedule here.

If you have other questions at the moment, please don't hesitate to go back to this thread. We'll be happy to answer them.

travelqueen · ‎September 12, 2020

Thank you very much JessT. I had a feeling that would be the next step. I appreciate you taking the time to respond and providing the link to their schedule.

GlinetteC · ‎September 12, 2020

Thanks for getting back to us, travelqueen.

You are very welcome. Please note that our goal here in the Community is to help you save time while doing tasks in QBO. If you have any other QuickBooks related concerns, you can post them anytime here.

Wishing you and your business a continued success. Keep safe!

californiagrapes · ‎November 29, 2022

Hi! I am having the same issue on a new QBO. Were you able to get this resolved?

QueenC · ‎November 29, 2022

Thank you for reaching out to us, @californiagrapes.

This isn't the kind of experience we want you to have and I want to make sure this is well taken care of.

First off, I just want to confirm if you've done the troubleshooting actions mentioned above by @travelqueen. If not, I recommend performing those also. If the error continues, I suggest reaching out to our Customer Care Support. They can check further why you're receiving the error and perform a secured screen-sharing session then run a set of examinations to amend the underlying issue.

Here's how:

Select Help (?).
Click the Search tab to get started:
Select Contact Us.
Enter the topic of your concern.
Select Continue.
Choose either Chat or Callback.

To ensure we address your concern on time, check out our support hours.

In addition, I've included an article that you may read through in case you want to create bank rules to automatically categorize transactions from your bank: Set up bank rules to categorize online banking transactions in QuickBooks Online.

We're always here in the Community to help if you have other questions related to Bank Feeds. Thanks for dropping by.

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Using QB Online, Getting "Sorry, an unexpected error has occurred. Please try again." on Bank Categorized tab