Hi prateek2,
You can run some troubleshooting steps to identify why you're unable to connect your HDFC account.
To start with, try opening QuickBooks on a private window. There are instances that issues like this occurs when the system encounter cache traffic. You may use these keyboard shortcuts to open one:
- Google Chrome: Ctrl + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Microsoft Edge: Ctrl + Shift + P
- Safari: Command + Shift + N
If it works, you can go back to a regular browser and clear its cache. Once a cache is piled up, it can cause some unexpected happenings on the opened pages like QuickBooks.
You can also switch to a different supported browser like Google Chrome, Mozilla Firefox, Safari, or Microsoft Edge.
Once connected, you can check this article on how you can categorize the transactions: Categorise and match online bank transactions in QuickBooks Online
I'll be around if ever you need extra help in categorizing the items. Keep safe!
