When I try to add my Quickbooks Cash account to my transactions page, I get an error saying 'Something's night right. Try again.' Any thoughts on how to fix this?

There are times that local internet cache files stored in the system can cause unexpected behavior in the product, handymanmd911-gm.  

The best thing that we can do is to perform some basic troubleshooting steps by following these procedures:
 

First, use a private window to access QuickBooks. This will prevent the use of cookies stored on the computer.

You can access this by pressing the following commands:

• Ctrl + Shift + N (Google Chrome).
• Ctrl + Shift + P (Firefox or Internet Explorer).
• Control + Option + P (Safari).

If it works, then let’s go back to your browser and clear the cache. These caches of data are essentially junk files and can be safely deleted to free up storage space.

If the same problem occurs, try using a different browser. This can be an issue with the browser that you use and QuickBooks. 

You can refer to this article for more detailed instructions about connecting your bank accounts in QuickBooks: Connect bank and credit card accounts to QBO. This also contains steps on how to categorize your bank transactions in QuickBooks. 

Don't hesitate to tag me in the comment section below if you need anything else. I'm always here ready to lend a helping hand. Stay safe!

I'm posting here because I think this new Quickbooks Cash + Envelopes offering (business checking account through GoBank, a subsidiary of Green Dot Bank) is "different". I'm extremely frustrated since choosing to try this, and I need help. I'm posting in the Payments area because I believe this offering goes through that group.

MyAARPMedicare

Hello, Meghans.

I know the importance of having Quickbooks Cash + Envelopes. I can share some details of our new integrated checking account (QuickBooks Cash and Envelopes).

To take advantage of this offering, you'll need a QuickBooks Payments account. The application process may take about a minute and it's subject to approval through Green Dot Bank.

Also, the new QuickBooks Online Bank account feature is a combination of a checking account, savings envelopes, merchant service payments, and a cash flow planner all in one. If you haven't had an account yet, please sign up for QuickBooks Payments and QuickBooks Cash. If you receive an error or encounter an issue when signing up, I'd suggest reaching out to our Merchant Service Team. They'll be able to collect information and help you create your account.

Here's how:

1. Sign in to your QuickBooks Online company.
2. Click the Help(?) icon at the top.
3. Select Talk to a human.
4. Enter a brief description of your concern.
5. Choose I still need a human. Then click Get help from a human.
6. You'll be prompted to select either Chat or Callback.

For more information, feel free to check out these helpful articles: 

• Learn more about QuickBooks Cash accounts and the Cash Flow menu.

• Use your QuickBooks Cash account.

• Create envelopes to set your funds aside.

I've added this material in case you'll need help connecting your bank account in QBO: Connect bank and credit card accounts to QuickBooks Online.

Let me know if you have further questions about the QuickBooks Cash + Envelopes offering. I'm here to help you out. Stay safe!

This did not seem to help, no. I tried all of these and it still won’t connect.

I’m here to provide information about the QuickBooks Cash account, @handymanmd911-gm.

Once you set up your QuickBooks Cash account in QuickBooks Online (QBO), you can immediately access the Cash Flow menu. This is where you manage and view your cash equivalents.

You’ll need an external account that can be linked with online banking so you can categorize your QuickBooks Cash transactions. Then you can follow the steps below to start the connection.

1. Go to the Cash Flow menu.
2. In the QuickBooks Cash section, select Transfer money.
3. Click Transfer in, then follow the onscreen instructions.
4. Enter the bank's name and select a type in the Account Type field, then hit Next.
5. Enter your info in the Account number and Routing number fields.
6. Press Next, then select Sounds good.

You can visit this reference for complete instructions and learn more about QuickBooks Cash: Use your QuickBooks Cash account.

On the other hand, you'll want to contact our support team if it still won't connect. Our representatives can assist you further with the process.

You can use this information to track your cash flow and get a clear presentation of your business finances in QBO.

I'm just around the corner if you need more help with the QuickBooks Cash account. You take care and stay safe!

I'm getting the same error. I've tried setting up an account through Green Dot bank to try to link that to the banking transactions, but it doesn't recognize me in their system...I'm guessing that's because I went through QBO on it. I've tried the private browser mode and a different browser as well and those both did not work. Has anyone found a solution yet?

I'm getting the same error. I've tried setting up an account through Green Dot bank to try to link that to the banking transactions, but it doesn't recognize me in their system...I'm guessing that's because I went through QBO on it. I've tried the private browser mode and a different browser as well and those both did not work. Has anyone found a solution yet?

Hi Nateram,

Some clients are also reporting the same thing. Please check this out: https://intuit.me/2VNOWfY

We've already informed our engineers about this, and they're currently working on a solution. While waiting for their updates, please contact our Customer Care Team, so your account will be linked to the ticket for immediate updates. They have the tools to do that. Just follow the steps given by my colleague.

If you have other questions in mind, feel free to go back to this thread.

All you have o do is  to press a bottom link the 1 with a website url and contact nr