Can you help with uploading bank statements? I have been able to do step one but step 2 does not allow me to attach an account.

Seeing new members visit the QuickBooks Community forum excites me, susan. I'm here to assist you in navigating the process of uploading your bank statements to QuickBooks Online (QBO). Uploading bank statements can sometimes feel daunting, especially if you're unfamiliar with the steps involved. However, I'm committed to ensuring that you have a smooth experience.

Beforehand, I'll need to gather more details to understand the specific challenges you encountered while performing Step 2 of the bank statement upload process. Could you please elaborate on the issue you're facing? Is the Select Account dropdown menu not functioning as expected, or is the option grayed out and you're unable to select an account from the dropdown menu? 

Any additional context you can provide about the exact problem will be greatly appreciated, as it will enable me to offer a more accurate and tailored resolution.

In the meantime, you can manually input the account name in the designated field. If the account name still doesn’t appear, I suggest we carry out some basic troubleshooting to determine if the issue is browser-related. You can begin by accessing your account using an incognito or private browsing window. Sometimes, issues can occur due to browser problems like a full cache or outdated files. An incognito or private window offers a clean browsing experience because it doesn't store cookies, history, or cached data from previous sessions.

Refer to the following keyboard shortcuts specific to your browser type:

• 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 reset the system. This process refreshes the browser and helps resolve any lingering problems. Then, ensure to perform this on supported and updated web browsers recommended for the best performance with QuickBooks.

Thank you for taking the time to share your concerns with the Community forum, susan. The information provided should help you in uploading your bank statements. If you have any further questions or need additional assistance, please don’t hesitate to reach out to us by commenting below. Your success is important, and I’m excited to see you thrive in your financial management journey.  

@susan-coastalsal 

Try opening your QBO account on any private/incognito browser.