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huesproductionsc
Level 1

Has anyone had issues connecting their bank account? I get to the last page asking to link and select bank etc and I cannot click continue

 
1 Comment 1
RenjolynC
QuickBooks Team

Has anyone had issues connecting their bank account? I get to the last page asking to link and select bank etc and I cannot click continue

Hello, huesproductionsc.

 

I'll help you get this connection sorted out.

 

There are currently no reported issues about the continue button not working when connecting a bank account. To investigate if this is caused by corrupted cache files, we can do some troubleshooting steps.

 

Let's start by opening your account in an incognito or private browser. This mode will not save your browsing history.

 

Here are the keyboard shortcuts:

 

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

Next, go to the Transactions or Banking page and try to connect your bank. If it works, you can go back to your regular browser and clear its cache. Clearing cache on a daily basis helps keep things clean in your browser.

 

Finally, close and reopen your browser to refresh the settings. You can also try using a different supported browser as an alternate solution. 

 

In addition, you have the option to manually import your bank transactions. Here's an article for the steps: Manually upload transactions into QuickBooks Online

 

In case you were able to connect your bank account and see some duplicate transactions, you can exclude them by following these steps:

 

  1. Go to Transactions Banking.
  2. In the For review tab, put a check mark on the duplicate transactions.
  3. Click the Exclude button.

Here's a sample screenshot for a visual reference:

 

 

You will be able to delete the excluded transactions in the Excluded tab. 

 

When you're ready to add or match the downloaded statements, feel free to follow the steps here: Categorise and match online bank transactions in QuickBooks Online

 

Should you have other questions or concerns, please let me know in your reply. Take care and stay safe!