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So I have this weird bug with my software... I have all my expenses imported from my bank account and if I need to, I manually enter them in as an expense. I no longer can view my expenses. I just get a screen that shows me that I need to add a bank account. But my bank account is already connected. I tried calling QuickBooks support, but they said they couldn't figure it out and would need to get back to me in a few days. I've actually called them on two separate occasions about this. This is the second time. The first time they said the same thing, that someone would contact me with a solution. But they never did contact me. And I'm doubtful that they will contact me again.
So I am turning here to see if anyone else has experienced this issue. I have a screen shot below for reference.
Hello @deni1,
There are times that the frequently-accessed page resources stored on your browser may affect your browsing experience. They can cause unexpected browser problems like the behavior you received when working with your bank in QuickBooks Online (QBO).
Let's consider logging in to your QBO account using a private or incognito window so we can isolate this issue. To do so:
If this works, you can clear your regular browser's cache so the system can start fresh. But if you get the same results while using a private browser, use a different browser app instead.
Additionally, I've also included this reference for a compilation of articles you can use while working with us: Banking for QuickBooks Online.
If there's anything else that I can help you with, please let me know by leaving any comments below. I'll be here to lend a hand.
This did not resolve the issue. I used chrome. Opened a window in incognito and logged in. The issue still persists.
I also tried to different web browsers and the issue still exists.
Hello @deni1,
Thank you for letting me know about the results after following the suggestions above. Since the issue persists, I'd recommend contacting our Customer Care Support.
Even if you've already contacted them, only our specialists have the tool to pull up the account on file. And investigate what is the reason behind the unexpected browser problem you received while working with your bank. To do so:
In the same manner, here's an article you can read to learn more about when are you able to connect with our support: Contact QuickBooks products and services support.
On top of that, I've also included these helpful articles for steps and references related to your "How do I" tasks: Help Articles for QuickBooks Online.
You can always leave a comment below or start a new thread if you have any other questions aside from working with your bank. I'll be here to help.
I've done that twice now. The first time I contacted someone in support they said someone would return with an answer via email. Nothing happened after a month. So I again called back this past Thursday. I still haven't heard back and don't expect to hear from anyone. It's rather frustrating knowing Intuit will continually charge me my subscription fee but not provide adequate support. And I can't seem to find an answer here either. :/
Hi @deni1,
I appreciate you for getting back to us here in the Community. I know this wasn’t an easy process for you, but I can share a workaround while waiting for a permanent fix.
I'll provide some steps and let's see if you're able to view your expenses. Here's how:
Since there are cases created when you contacted support, they will callback for any updates. I know that you've already reached us several times, however, Community is a public forum.
I would love to check the status of your case, but the security of your account is my top priority. Our Support Team has access and tools unavailable to me so that your information is kept secure.
I'd advise you to contact us again if you want to check for any updates. You can share your case numbers if you have them to streamline the process.
Your case number has the previous agent's notes according to what happened to your issue. This way, you won't be repeating yourself.
You can reach them through these steps:
Our Customer Support Team is available from 6 AM - 6 PM PT (Monday - Friday) and 6 AM - 3 PM PT (Saturday).
I've also attached an article you can use to learn how to view the income and expenses for each customer in QuickBooks: Enter and manage expenses in QuickBooks Online.
Drop me a comment below if you have any other questions related to editing expenses. I'll be happy to help you some more.
I'm having this exact same problem. I have two companies, though, I can see the expenses for one company but not the other. I also just get the advertising screen telling me to connect my bank account.
Very weird. They still haven't fixed my problem and support hasn't contacted me since my ticket was created. For a company with such a huge presence in accounting, I'm shocked at how poor their customer support is.
It's May and the issue still hasn't been resolved. No one has reached back out to me about the ticket I created and every time I contact customer support they just say they're "working on it". The level of customer service from quickbooks is awful. I'm really disappointed that a company this large has such bad customer support. Especially with how it's all outsourced to India and the south Pacific. This is turning out to be an awful experience.
Hello there, deni1.
This isn’t the kind of experience I want to leave when contacting our QBO Care Team. I can route you to the right team who can properly address your Expenses page issue.
We'll need to perform more in-depth troubleshooting to determine which the issue is stemming from. We always aim to protect the security of our customers’ information. Thus, I recommend contacting our QBO Care Team again.
Provide the case number of your previous chat or call if you have it handy. This way, the next agent can review the notes and continue where the last one left off.
Let me share a link that will guide you on how to perform any QuickBooks tasks smoothly. It will take to the page that contains our self-help articles. They’re grouped by topic and you can access each one smoothly: QuickBooks Online.
Reach out to me if you have other concerns or clarifications. I’ll jump right back in to help and make sure you’re taken care of. Have a good one.
The issue is that your hours of operation conflict with my day job. I work as an employee for another company while moonlighting my own business. There is no way for me to chat with someone when I work on my business, which is typically around 7PM through midnight PST.
I fixed this problem on my own by entering a dummy expense for the current year. Previously all my expenses for the one company, that I couldn't see, where for the previous year.
I fixed this problem, on my own, by entering a dummy expense for the current year. Previously, there were only last year's expenses for the company that I couldn't see. Once I did that, I could see all the expenses and filter them and the advertising screen went away.
I am having similar issues - I have spoken to chat several times - called was hung up on twice and now am sitting here not able to use QBO because there is some kind of glitch in the system. When I try to edit or view an expense it takes me to an upgrade page which isn't supposed to happen and didn't happen initially. The customer service is so bad unless you pay for a full package which as a small non profit we are unable to afford. And who has TIME to sit on hold or keep calling and chatting???
I can help you with fixing the issues you're having when trying to edit or view an expense in QuickBooks Online (QBO), @jianac.
The prompt that you're encountering when trying to edit or view an expense can be caused by the piled-up cache in your regular browser. You can clear your current browser’s cache to resolve this.
You can go to your account by using a private browser or an incognito window, then try to edit or view your expense. If it works, clear the cache in the one that you're currently using.
Here are the following keyboard shortcuts:
If it works, here's how to clear cache and cookies to fix issues when using QuickBooks Online. Restart your browser right after.
You can also try to edit or view an expense using other supported browsers (Firefox, Google Chrome, Safari, Microsoft Edge) if the steps above didn’t work.
For more information about recording, editing, reviewing, and deleting an expense in QBO, check out this article: Enter and manage expenses in QuickBooks Online.
From here, you can run an Income by Customer Summary report to see income and expenses for each customers. To guide you with running and customizing this one, see this article for further guidance: Customize reports in QuickBooks Online.
Let me know if you need further help editing and viewing an expense in QBO. I'm always here to help. Have a great rest of the day!
Oh thank god you got back to us after 14 months! I’ve got a lot of catching up to do now - entering expenses. By the way your solution doesn’t fix the problem. Using Excel spreadsheet does…
Thank you VoxDeVaux ! I was able to fix the problem by following you advice
I was able to fix the issue by following your instructions. Thank you!
You're always welcome, @mgaertner.
We're glad to know that the workaround provided in the thread fix your issue. We appreciate your response about acknowledging the suggestions above.
Please know that we're always here in the Community to assist you with any QuickBooks concerns you may have. Have a good one and keep safe!
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