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venimadhavkk-yah
Level 1

Bank entries not datewise and IDFC bank is not connecting

IDFC bank is not connecting to the quick book
1 Comment 1
JonpriL
Moderator

Bank entries not datewise and IDFC bank is not connecting

I've come to help connect your account successfully, @venimadhavkk-yah.

 

Let's perform a few browser troubleshooting steps to determine why you're unable to connect your IDFC bank account to the QuickBooks Online (QBO) banking feeds and resolve it. 

 

First off, the transaction details like the date of your entries downloaded in QuickBooks are based on the information provided by your financial institution. An update can cause a change in the format of the date in question.

 

Let's try logging into your QBO account and connecting to online banking using a private browser. To use a private or incognito browser, here's how:

 

  • Google Chrome: Ctrl Shift + N
  • Mozilla Firefox: Ctrl Shift P
  • Safari: Command Option P
  • Edge: Ctrl Shift + N

 

If this works, it means you need to clear your browser's cache so the system can start fresh and you're now able to connect your bank account accordingly. But if you get the same result while using a private browser, let's switch to different supported browsers instead.

 

You may also read through this article that'll help review your transactions to put them in the correct accounts: Categorise and Match Online Bank Transactions in QuickBooks Online.

 

If there's anything else that I can help you with aside from connecting your bank account and working with your transactions, please let me know by commenting below. I'll be around and ready to assist you. Take care always, @venimadhavkk-yah!