Thanks for joining us here in the Community, @fairfield-impex.
Let’s take a few troubleshooting steps to help fix this error so we can get you back in working order.
To start, let's access your QuickBooks Online (QBO) account using a private window. This is to determine if it's a browser-related issue. Private mode prevents storing cache and web history to avoid issues when running websites. Below are the shortcut keys you can use:
- Google Chrome: press Ctrl + Shift + N
- Mozilla Firefox: press Ctrl + Shift + P
- Microsoft Edge: press Ctrl + Shift + P
- Safari: press Command + Shift + N
Once singed in, manually update your bank account in the Banking tab. This will refresh your bank connection and will allow new transactions to sync in. Here's how:
- Navigate to the Banking or Transactions menu.
- Select the Banking tab.
- Choose the bank you need to update.
- Click Update.
If it works, you have to clear your browser's cache to have a clean slate. Then, do back to your regular browser to perform your task again. If not, I recommend using another supported browser. It could be that your current browser has a temporary issue with QuickBooks.
However, if the issue persists, I suggest reaching out to our Customer Care team. This way, they can conduct a formal investigation about the cause of the error and provide additional steps to fix it.
You can also manually upload transactions from your bank using a CSV file. Please, refer to this article for the detailed guide: Manually upload transactions into QuickBooks Online.
Then, to ensure that the transactions belong to the correct account, you have to categorise and match them in QuickBooks.
Finally, to guarantee that your bank balance and QuickBooks are matched, you need to reconcile your transactions regularly.
If there’s anything else I can do to assist you with updating your bank in QBO, please post a reply below. I’m always available to help if you ever need one.
