Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Connect with and learn from others in the QuickBooks Community.
Join nowI am having the same problem trying to change account, customer, and category from all downloaded transactions. It seems the toggle switch is not working in QBO....
Hello, @lahawk81 and @ddbrown.
Thanks for joining us here in the Community. Currently, there is an open investigation of the employee's tab not working. The case number is INV-39348. Our engineers are investigating this issue, and they are actively working with them to get this resolved.
With this, I suggest contacting our QuickBooks support. So they can add your company to the list of the affected users. We'll update you about the status of the issue via email. They are open Monday-Friday 6:00 AM - 6:00 PM and Saturday 6:00 AM - 3:00 PM Pacific Time.
Here's how:
Once you have the list, you can now change the employee's status by clicking the Pencil icon beside Employment in the employee's profile. For the detailed steps, please check out this article: Delete or terminate an employee.
For your concern @ddbrown, it seems your browser is full of frequently accessed page resources, thus causing unusual responses. To isolate this, logging into your QBO account using an incognito or a private browser.
Here are the shortcut keys:
Once logged in, go back to the Banking tab and change the accounts, customers, and categories from your downloaded transactions. For the complete instructions, visit this article: Assign, categorize, edit, and add your downloaded banking transactions.
See the sample screenshot below.
If the private browser works, I recommend going back to your default browser and clear the cache. This process aims to speed up your overall browsing experience and see the latest info. If the issue persists, use another compatible browser.
This article guides you on how to set up Online Banking and use the basic feature: Learn how to use Online Banking, Connect Bank Accounts, and Review your Bank Feed in QBO.
Let me know if both of you have another concern. I'm always here to help. Take good care.
I was using Microsoft Edge and was instructed to switch to Google Chrome by Customer Service. Had no issues after I switched to Chrome. Hopefully it will work for you too.
I was instructed by customer service to switch from Microsoft Edge to Google Chrome. Chrome worked for me. Hopefully, you can switch also and it will work.
I am having issues getting my banking tab to open. The Help tab also wont open so I cannot contact quickbooks to get the issues resolved. I have tried clearing the Cache, as well as switching browsers but nothing fixes the issue. I need to be able to see my banking in order to run my business and register my reciepts.
Hi there, @SMM1.
Thank you for giving us the details of what you've done to fix this.
You may use this link to get help with our live agent from the QuickBooks Online Support Team. They can verify your account, perform a screen share, and help you get to the bottom of this.
I've added this article about receipts that may help you with your tasks in the future: Capture and categorize receipts and bills.
I'll be here if you have other concerns or questions about QuickBooks. I'd be happy to help. Take care.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.