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lin23
New Member

What's this new "transactions" screen? Every time I try to view an existing transaction this screen is appearing.

Accounts are already linked and recurring transactions set up. Trying to view an existing transaction brings up this new screen. Looking to "link accounts" or "upload transactions". Why cannot I not just view an existing transaction as I could in the past?

1 Comment 1
Dandie_A
QuickBooks Team

What's this new "transactions" screen? Every time I try to view an existing transaction this screen is appearing.

Thank you for providing those details, Lin. 

 

Based on what you’ve shared, it’s possible that you’re logged into a different QuickBooks Online account where your bank accounts and transactions aren’t linked yet.

 

If you confirm that you're in the correct QuickBooks Online account and the issue still persists, I recommend reaching out to our Live Support team. They can identify the cause of the issue and ensure that your data and setup are fully accessible.

 

Here's how to do it:

 

  1. Click the Help menu or the (?) icon in the upper-right corner of QBO.
  2. Go to the Assistant tab.
  3. Type "contact support" in the chat box and press Enter.
  4. Provide a brief description of your concern and click Continue.
  5. Choose your preferred option. Have us call you or chat.

 

Please leave us a response if you have any other questions or need further assistance.

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