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Banking
Welcome to the Community, @janelle11.
I want to make sure your Standard Bank account will be connected to QuickBooks Online (QBO). And I'm here to provide some troubleshooting steps to sort it out.
Before we start, may I know if you received an error message upon connecting your bank account? Any additional information would be greatly appreciated.
In the meantime, let's log in to your QBO account using a private browser. It's possible that the browser you're using had a data issue, thus causing unusual errors in QuickBooks. To open a private browser, press this shortcut key on your keyboard:
- Google Chrome: Ctrl + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Safari: Command + Option + P
If this works, it means that you need to clear the browser's cache so the system can start fresh. If you get the same result while using a private browser, I recommend switching to a different one.
Once you're able to connect your bank account, QuickBooks will automatically download your 90 days bank transactions. Then, you can categorize them to put them into the correct accounts.
Let me know how it goes, @janelle11. I want to make sure this is taken care of.