GraceC
QuickBooks Team

Banking

Good day, @Lord Tom.

 

There are times that the browser is full of frequently accessed page resources, causing some unusual responses. 

 

To isolate the data traffic in your browser, I suggest accessing your account using an incognito browser. Here are the keyboard shortcuts to access it:

  • Google Chrome, press CTRL  Shift N
  • Mozilla Firefox: press CTRL  Shift P
  • Safari: press Command Shift N

If it works, I suggest proceeding with clearing the cache. There are times too much data can accumulate over time and cause issues when utilizing QuickBooks. Alternatively, we can use other supported browsers to further isolate the issue.

 

 Also, please take note that this connection will be available for banks in phases. When it's ready for your bank, you'll see a banner on the Banking menu. Once you have it, you can update your connection to ensure your current feed won't stop working.

 

You'll want to categorize and match your transactions to make sure they're accounted for correctly and prevent duplicates. Then, you can reconcile them to ensure your books are accurate.

 

Get back to me if you have other concerns. I'll be around to answer them all for you. Keep safe and have a good one!