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afterthoughts
Level 1

I think something is buggy. When I search for a date range in banking, it will only show me current dates. Is anyone else having this problem?

It also will not show me more than my 300 most recent transactions so I'm trying to do an audit and cannot see my own history inside of banking -- I have to go to the register. Is this normal?
12 Comments 12
Candice C
QuickBooks Team

I think something is buggy. When I search for a date range in banking, it will only show me current dates. Is anyone else having this problem?

Good afternoon, @afterthoughts

 

Thanks for reaching out to the Community. I hope your day is going well so far. I can give you some insight into locating these transactions through the "Banking" page. 

 

If you're reviewing these transactions through the "For review" section, then that's why you're not able to look over all of them. This section is for looking over and adding them to the "Categorized." portion. Here are some visuals below with both sections: 

 

 

 

However, going through the bank register or the categorized section is the best route to filter by date and see the transactions needed. Here are a few guides that can be helpful: Categorize and match online bank transactions

 

I hope this helps. I want to make sure all of your concerns are addressed. I value you and the success of your business. I'm only a post away if you need me. Take care!

afterthoughts
Level 1

I think something is buggy. When I search for a date range in banking, it will only show me current dates. Is anyone else having this problem?

No, I was searching in categorized. I have *everything* categorized currently, and I was searching within there and no matter what dates I select, it only shows me my most recent 300.

afterthoughts
Level 1

I think something is buggy. When I search for a date range in banking, it will only show me current dates. Is anyone else having this problem?

No, I am searching in categorized and this is happening. I have *everything* categorized but no matter what I search for, it only and always shows me my most recent 300. I also cannot scroll past those 300 to see further entries.

afterthoughts
Level 1

I think something is buggy. When I search for a date range in banking, it will only show me current dates. Is anyone else having this problem?

I just realized this is only happening in my PayPal account -- my credit card and my bank are searching fine.

Mark_R
QuickBooks Team

I think something is buggy. When I search for a date range in banking, it will only show me current dates. Is anyone else having this problem?

Thank you for getting back to us and clarifying your concern, @afterthoughts.

 

Let's perform some troubleshooting steps so you can search your bank transactions from the Categorized tab.

 

I've tried searching transactions within the Categorized tab and was able to see all the added bank transactions. Since the tab only shows your most recent transactions, let's try logging in to your QuickBooks Online (QBO) account using a private browser. There are times that the browser you're using stores frequently-accessed data, thus causing QBO to act weirdly. Press this shortcut key on your keyboard to open a private browser:

 

  • Press Ctrl + Shift + N on your keyboard for Google Chrome and Mozilla Firefox
  • Press Command + Shift + N for Safari

 

Once logged in, go back and try to check all your add transactions from the Categorized tab. If this works, it means that you need to clear the browser's cache so the system can start fresh. If you get the same result while using a private browser, I recommend switching to a different one.

 

You might also want to read this article to learn more about matching transactions in QBO: Categorize and match online bank transactions in QuickBooks Online.

 

Should you need any additional assistance while managing your bank transactions, you can leave a comment below. I'll be sure to get back to you.

afterthoughts
Level 1

I think something is buggy. When I search for a date range in banking, it will only show me current dates. Is anyone else having this problem?

Thanks for your help, but I am still having the same problem. I opened a Firefox incognito window and signed back in. Still the same issues: all searches in my PayPal account (so NOT my credit card nor my bank) turn up the same result, which is the most recent 300 transactions. Also, when I clear the search, I cannot view more than 300 transactions -- there is only one page. If I change the settings to, say, only show 100 transactions per pay, then I can only see 100 total -- there is no ability to navigate further. It says there is only one page.

katherinejoyceO
QuickBooks Team

I think something is buggy. When I search for a date range in banking, it will only show me current dates. Is anyone else having this problem?

Thanks for actively responding, @afterthoughts. I appreciate you for following the steps shared by my peer above. 

 

Checking on our records, I can see an active investigation going on with Paypal bank feeds. Rest assured that our engineers are now working to identify what's causing the filters and the next page button to not working as expected. We hope to find the fix soon. 

 

In the meantime, I'd recommend you contact our Customer Care team. Let them know that you're one of the affected users of INV-45934. That way, we can link your account to the investigation and you'll be in the loop of any progress. 

 

Please know that all our updates are communicated through emails. So please check your email regularly. 

 

For future reference, you can also check out this link in case you have any other banking concerns in the future: Banking and bank feed for QBO.

 

Keep in touch if you need anything else. We're always around here to attend all your QuickBooks needs. Take care. 

 

afterthoughts
Level 1

I think something is buggy. When I search for a date range in banking, it will only show me current dates. Is anyone else having this problem?

When I tried to get a customer care chat earlier, I ended up in some sort of infinite loop, which is why I came here instead. Same thing just happened. I asked for a chat hours ago and nothing happened. Looks like the same thing is happening again now.

 

Phone calls are not a practical option for me. Is there a way that *you* can link my account to the investigation, please?

Ryan_M
Moderator

I think something is buggy. When I search for a date range in banking, it will only show me current dates. Is anyone else having this problem?

Hi @afterthoughts,

 

The Community is a public forum. An exchange of personal information is required before we can add you to the list of affected users for a certain investigation.

 

For security purposes, I suggest you contact our Technical Support team for assistance. I understand that you had an issue contacting them earlier. 

 

To fix that, I suggest you open your browser's private window. This allows you to isolate cache, which is the common cause for unusual behaviors on browsers.

 

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

You can then proceed to contact our Technical Support at this point. If that works, go back to your regular browser and clear its cache. Otherwise, open an alternative browser that's available for you. 

 

I'll share this article with you as well: QuickBooks Online Support. It includes the steps on how you can contact our Technical Support team. Please take note, their operating hours are as follows: Monday-Friday 6 am to 6 pm PDT, and 6 am to 3 pm PDT Saturday (Simple Start, Essentials, Plus). For the Advanced version, they are available any time, any day.

 

I'll be glad to assist if you have any other concerns about your QuickBooks Online company. Post it below, and I'll get back to you as soon as I can. 

afterthoughts
Level 1

I think something is buggy. When I search for a date range in banking, it will only show me current dates. Is anyone else having this problem?

So I have tried again and again to get a help chat. I have tried being patient. I have tried engaging in the infinite loop of asking for help hoping that it it magically fixes itself -- both in a normal browser window as well as in an incognito window. I am honestly unsure how to get help at this point. You say you cannot attach my account to this investigation. I understand why and yet the fact remains that I am completely at a stand still. I cannot move forward with my audit because I cannot search my PayPal banking information. I do not have a cell phone; a phone call is not a practical option for me. And the chat function will not work. This is extremely frustrating, especially since I joined QB so that, as a small business owner, I could spend LESS time on bookkeeping.

afterthoughts
Level 1

I think something is buggy. When I search for a date range in banking, it will only show me current dates. Is anyone else having this problem?

So it's now Monday. No one has replied to my previous message. My PayPal search function in banking still is not working in the account referenced above, and now my other account the PayPal banking function simply doesn't work at all -- it shows no data.

 

I still cannot get a help chat and my issues still are not resolved. Is the lack of ability to get a help chat also a known issue?

MichelleBh
Moderator

I think something is buggy. When I search for a date range in banking, it will only show me current dates. Is anyone else having this problem?

Thanks for coming back on this thread, @afterthoughts.

 

This is not the impression I want you to experience about our support team and Paypal issue. I'm here to present other tricks to resolve your problems in QuickBooks Online. 

 

I've checked the said investigation above and it still open. Our engineers are working hard to find a permanent resolution. Also, this investigation is already set as their top priority. 

 

Since the steps above didn't work, I'd recommend reaching our support by using our sample account. This way, they will add your account to the lists of affected users. 

 

Here's how: 

 

  1. Go to sample account, then click the Help button and choose Contact Us
  2. Write your concern in the description box and tap Let's talk
  3. Pick either Get a call or Start a chat. 
  4. Complete the required data and submit the request. 

Please feel free to check our support hours to ensure we can address your concern quickly.

 

Additionally, ensure that your computer meets the system requirements. This way, you can avoid any difficulties in reaching our experts and managing your banking transactions. You may refer to this article: System requirements for QuickBooks Online, Accountant, and QuickBooks Self-Employed.

 

If the issue persists, ensure that your supported browsers are in the latest release. To check the specification, use the browser health checkup tool.

 

Once everything is set, you can categorize and reconcile your account whenever you're ready. 

 

In case you can encounter some banking errors, you may visit this article below for the troubleshooting steps: What to do if you get a bank error or can't download transactions.

 

Let me know in the comment section if you have follow-up questions about your PayPal. I'll be more than happy to help you. Be safe.

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