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Hello, @vinnie4. It's certainly crucial to manage your transactions effectively in QuickBooks. I'm here to help you navigate this issue.
First, let's make sure you're on the right page. In the web version, the New Transaction button is located in the top right corner of the Bank Transactions page. I've attached a screenshot for your reference.
If you still can't access this button, the issue is likely related to your browser’s cache. Outdated or corrupted webpage data can interfere with the current version of the site and its features. To troubleshoot this, I suggest using a private or incognito window. Here are the shortcut keys for different browsers:
- For Mozilla Firefox browser: Ctrl + Shift + P
- For Google Chrome browser: Ctrl + Shift + N
- For Safari browser: Command + Shift + N
Next, log in to your QuickBooks Solopreneur account and see if the button appears. If it works, you can clear your browser's cache to remove the webpage data causing the issue. If a private browser doesn't work, you can use other supported browsers.
To add transactions through the app, please look for the Add Income or Expense Manually button instead of New Transaction. You can refer to this article for detailed steps: Manually add transactions.
If you still can’t access these buttons, refreshing the app by clearing its data can help. Here’s how to do that:
- Open your device Settings.
- Select Apps (varies by device).
- Choose the QuickBooks app from the list, then click Storage.
- Hit Clear Data.
Once you've successfully added your transactions, check out this article for more guidance on categorizing them: Categorize bank transactions.
Your ability to seamlessly manage your financial transactions is essential, Vinnie. You can always drop by here again with any additional questions or updates. Take care.
