Thank you for bringing this to our attention, lonnie. We understand how important it is for you to set up your checking account, and we're here to help. Let's walk through a few troubleshooting steps to get you up and running.
Before we continue, may I know if you encountered any error messages when setting up your checking account? Or specific issues while setting up your checking account? A screenshot would be greatly appreciated and help us troubleshoot more effectively.
For now, I recommend performing a few diagnostic steps to rule out browser-related issues. First, double-check to ensure you have entered the correct account credentials for your business and personal information. If everything appears correct, yet you're still unable to complete the setup, please try using a different device.
Moreover, if the issue persists, log into your QuickBooks Online (QBO) account using a private or incognito window. This can help avoid problems caused by cached data, as an incognito window creates a clean browsing session without stored cookies or history.
Refer to the following keyboard shortcuts specific to your browser:
- Google Chrome: Ctrl + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Microsoft Edge: Ctrl + Shift + N
- Safari: Command + Shift + N
If the private browsing session works, clear your browser's cache to refresh the system. Ensure to use a supported and updated browser for optimal QuickBooks performance.
I've gathered a selection of articles that address frequently asked questions about QuickBooks Checking. These articles will provide you with helpful information to help you better understand and navigate QuickBooks Checking:
Comment below if you have additional questions about setting up a checking account. Your success is important to us, and we’re dedicated to providing you with a smooth and efficient experience with QuickBooks.
