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thecartoonman
December 19, 2022
Question

Connected Bank Accounts Not Showing

  • December 19, 2022
  • 1 reply
  • 0 views

Hi

 

On QBSE my 3 conneceted bank accounts have stopped being visible when you go to view them and refresh.

 

The entries are correctly being imported but the bank names and accounts and balances are not showing, just the message 'something unexpected happened. try again.'

 

Any thoughts?

 

1 reply

E
Ethel_A12
December 19, 2022

Hello there, @thecartoonman.

 

We can do some browser troubleshooting to fix the error you're getting when trying to view connected bank accounts.

 

We'll need to access your account on a private browser first. It is a good idea to utilize a private browser for any strange software activity because it does not record any activities.

 

Here are keyboard shortcuts you can use depending on the browser you're using:

  • Google Chrome: press Ctrl + Shift + N
  • Mozilla Firefox: press Ctrl + Shift + P
  • Internet Explorer: press Ctrl + Shift + P
  • Safari: press Command + Shift + N

 

If you can view your bank accounts without experiencing any issues, switch back to your default browser and clear the cache there. It will delete temporary internet files, clear the cache, and the application should work.

 

Here's how:

 

  1. Open Chrome.
  2. Click More.
  3. Choose More Tools, then Clear browsing data.
  4. Add a time range. Select All time to delete everything.
  5. Check the boxes next to Cookies and other site data and Cached images and files.
  6. Select Clear data.

 

I'm also adding this article that you can use as a reference to open Banking connection errors in QuickBooks Online.

 

You're always welcome to post your questions here in the Community if you need more help with your QuickBooks Online account. I'm always here to help.

T
thecartoonmanAuthor
December 19, 2022

Hi

 

No luck and tried on 2 different browsers>

 

I think there is a bug somewhere, it worked fine until we had a big design update a few weeks ago, then I lost my connected PayPal accounts but the 3 bank accounts could be seen, then they have now disappeared.

 

As I said, the entries are coming through it's just the bank accounts and balances do not appear in the Bank Accounts section.

MariaSoledadG
MariaSoledadG
December 19, 2022

I'm here to provide some information about connected bank accounts, thecartoonman.

 

There's an ongoing issue when accessing the manage accounts in the transaction tab. Our engineers are working to get this fixed as soon as possible. 

 

In the meantime, I suggest reaching out to our support team so they can add you as one of the affected users on the list. Here's how:
 

  1. Go to the Help(?) icon.
  2. Select Contact Us to connect with a live support agent.
  3. Type in your concern in the What can we help you with? field and then select, Continue.
  4. On the next screen, scroll down to How would you like to connect with us section.
  5. Choose your contact option to initiate a discussion with a live agent.

 

As your future reference, you might also want to check out this article to learn more about categorizing transactions: Categorize and edit transactions in QuickBooks Self-Employed.

 

Feel free to leave a comment below if you have further questions about bank accounts. I'll always be here to help.

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