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walker62
Level 1

The reconciliation Summary report

The reconciliation Summary report does not load. The circle just keeps spinning, no errors or anything, just keeps spinning. I have tried 3 browsers, IE, Edge and Chrome. I have also tried 2 different computers. Any ideas

8 Comments 8
AileneA
QuickBooks Team

The reconciliation Summary report

I've appreciated for using other browsers, walker62.

 

I've conducted research here and check with our engineering team and haven't found any similar issues with it. To isolate this case, we can perform basic browser troubleshooting by clearing the cache to fix the issue.    

 

There are times that the browser is full of frequently accessed page resources, causing some unusual responses. We can start by accessing your account in a private browser. This mode doesn't save your searches, visited pages, log in details, and cookies.     

 

You can use the shortcut keys that I've listed below. 

 

  • Ctrl + Shift + P (Firefox) 
  • Command + Shift + N (Safari) 
  • Ctrl+ Shift + N (Google Chrome) 

 

Once you're in the Private / Incognito Window, sign in to your QuickBooks account, and try run a reconciliation summary report. If it works, then you can go back to your original browser and clear the cache. Alternatively, you can use other compatible browsers. It could be that the one you're currently working on has a temporary issue with QuickBooks.   

 

That's it! Please let me know how it goes. I want to ensure everything is taking care of. Have a great day, and stay safe always!

walker62
Level 1

The reconciliation Summary report

Thank you for the reply.  I did as you suggested and using Chrome with the Ctrl+ Shift + N, got the Private / Incognito Window and then logged in and still had the same issue.  I also downloaded firefox, which I have never had on my system, and logged in to quickbooks online and had the exact same issue.  That is now 4 different browsers (including clearing cache on them, on 2 separate computers that all have the same result.  What do i do next please?

AileneA
QuickBooks Team

The reconciliation Summary report

This isn't the kind of service we want you to experience in processing your reconciliation report, walker62. That's why I'm here to ensure you're able to get the support you truly deserve. Since, we have tried the basic recommended troubleshooting steps. I suggest contacting our customer support team. This way, we'll be able to pull up your account in a secure session then run a set of examinations to amend the underlying issue.   

 

Before diving in, I want to ensure your issue gets prioritized and addressed on time, thus I'll be providing this resource for the support hours. It contains the time on when the support is available, depending on your type of subscription. Just go to the QuickBooks section of this article for more info: Contact QBO support.      

 

Here's how to contact our support team:

 

  1. Sign in to your QuickBooks Online company. Then click Help (?)
  2. Click Talk to a human. 
  3. Choose Talk to a human. 
  4. Press See examples.  
  5. Enter your concern. 
  6. Tap Contact us
  7. Choose either: 
  • Post a question 
  • Message an agent 
  • Get a callback    

 

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Just a heads up, we have limited staffing, and we have reduced our support hours to 6 AM-6 PM PT Monday-Friday due to COVID-19. We will resume normal hours as soon as possible.   

 

I'm also adding this article to further guide you in effectively managing your business using QBO: Help articles for QuickBooks Online. It contains topics about banking, account management, reports, and income and expenses to name a few.

 

Please don't hesitate to reach back out to me if there's anything else you need. I want to ensure that everything has been taking care of. I'm always here to help. Have a good one! 

SDHurt
Level 1

The reconciliation Summary report

I have been having the same issue with the reconciliation summary screen. I was on the phone with Intuit tech support for a long time trying to troubleshoot. At the time I was informed that this is a QBO issue that Intuit was working on. Well, 3 weeks later, I still have this issue. Will this be addressed or is this function just not available for some of us anymore? This is frustrating as I use this screen a lot. 

MichelleBh
Moderator

The reconciliation Summary report

Hi, @SDHurt.

 

I know how important it is to get the reconciliation report in QuickBooks Online.

 

We can assure you that our product engineers are working on this. Since you've already contacted about this issue, we will notify you through email as soon as this is resolved. We appreciate your patience as we're working on this.

 

Please let me know in the comment section down below if you have any other questions.

michellee3
Level 1

The reconciliation Summary report

Any update on this issue? 

I've also contacted Intuit directly and was told someone is working on it, the email conversation started back on Aug. 8th, still waiting on a resolution. It doesn't happen in all QBO files, but is now an issue with a majority of our clients.   PLEASE fix the Reconciliation Summary link, working around it is time consuming and cumbersome.

thanks  

Divina_N
QuickBooks Team

The reconciliation Summary report

Thanks for joining this thread, @michellee3.

 

As of now the investigation for accessing the reconciliation summary page is still on-going (NV-49050).  Rest assured that our engineers are currently investigating and working on an immediate fix. 

 

In the meantime, here is a workaround you can follow:

  1. Go to the Chart of Accounts located on the upper left of the screen.
  2. Move the cursor over the desired account and click View register under the Action column.
  3. Click the green Reconcile button located on the top right of the register screen.
  4. Hit on Summary located on the top right of the screen.

 

Here's a handy article that you may visit to guide you in filtering data and personalizing your report in QuickBooks: Customize reports. This also includes steps on how to export, send, and print reports. 

 

You can always get back here if you have other concerns or questions about accessing your reports in QBO. I'll be here to help you. Stay safe.

michellee3
Level 1

The reconciliation Summary report

Thank you, I hope it happens soon.  

Just fyi, the work around you recommended still gives the spinning circle.  We can pull up the most recent reconciliation summary, one account at a time through History by Account, but we need to keep a separate list of which accounts we reconcile each month (for each client) so we know which reconciliation reports to view. Ugh. 

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