Thanks for detailed post, @jwik33.
If you're using QuickBooks Online Advanced and you're not seeing the Batch Transactions option under the Gear icon, then we can perform some troubleshooting steps to see if this is a browser-related issue.
I recommend opening a private or an incognito window in your web browser first. This will open your account in a clean slate and loads fresh data. Here's how:
- Mozilla Firefox / Internet Explorer: Press CTRL + Shift + P
- Safari: Press Command + Shift + N
- Google Chrome: Press CTRL + Shift + N
Once you're in the private or incognito window, sign in to your QuickBooks Online account and try to connect Bank Gloucester. If it works, then you can go back to your original browser and clear the cache. Alternatively, you can use other compatible browsers. If the issue persists, can you provide me with more details about the error message?
Leave a Reply if you need further assistance. I'll be here. Have a beautiful day!