I understand that managing a financial institution is crucial, ruard-briel.
Let's perform some troubleshooting steps together so you can get back to work as quickly as possible. The error you've encountered is possible to do something with browser issues. I suggest accessing your QBO account in a private window to check if this is related to a browser issue. This allows the program to run without storing cache or cookies, which might cause some problems when running Intuit sites.
Here are some of the keyboard shortcuts to quickly open an incognito session:
- Ctrl + Shift + N for Google Chrome
- Ctrl + Shift + P for Firefox
- Ctrl + Option +P if you're using Safari
- Ctrl + Shift + P for Microsoft Edge
Once you can connect and transactions are downloaded, all you have to do is review and categorize the transaction in QuickBooks. This will keep your account updated. For the step-by-step guide, kindly refer to this article: Categorize and match online bank transactions in QuickBooks Online.
Furthermore, I'd recommend reconciling your accounts monthly to ensure your books are balanced and accurate.
Remember, I'm here to support you throughout this process. Together, we'll work towards a resolution, ensuring you can connect with your bank and view the transactions effortlessly. If you have any other concerns or follow-up questions, please don't hesitate to add a comment below.
