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DL45
October 22, 2024
Question

I want to access my bank register, enter information relative to the charges. QB wants to decide the charge for me. It selects the reason for the expense. What garbage!

  • October 22, 2024
  • 1 reply
  • 0 views
Cannot simply access my bank registers. I have connected repeated times tonight to my bank. Still, disallowed to work in my registers. What garbage!

1 reply

Nicole_N
Nicole_N
October 22, 2024

Hi there, @DL45. 

 

If you're having trouble accessing your bank registers, it's possible that you're experiencing browser-related issues. To rectify this, we can log into your QuickBooks Online account using a private or incognito window. Depending on the browser you're using, you can use these keyboard shortcuts:

 

  • Safari: Command + Shift + N
  • Mozilla Firefox: CTRL + Shift + P
  • Google Chrome: CTRL + Shift + N
  • Microsoft Edge: CTRL + Shift + N

 

Once signed in, go to the bank register again. If you can now access it using an incognito, return to your regular browsing history and clear its cache. If the issue persists, use another supported browser as alternative.

 

Once everything's fine, you may visit these articles to learn how to manage your transactions: 

 


If you have more questions or concerns, don't hesitate to click the reply button below, @DL45. I'd be glad to answer them for you.

D
DL45Author
October 24, 2024

Thank you for the response.

 

I was able to access the registers, however, at times it regarded my request to see all transactions for all dates other time it disregarded that indication. Limited the register to just a handful of transactions.

 

Also, would like to know how to pull history on each transaction, see, in one window, all accounts tied to each transaction. As one can do in older desktop renditions of QB.

 

I had a bank transfer. I entered a memo on it and QB took that info listed it as the Payee. So the only way I found to correct that misinformation QB had entered, given the edit option did not bring that window in play, was to delete the transaction. But it was, as said, a bank transfer. So "Undo" action ought to have undone it totally. But it left it in one back account (the one it was transferred into), honored the undo action in the other account. Total garbage.

 

 

 

S
ShyMae
October 24, 2024

I'm glad you can access your bank register now, DL45. Your update and efforts are greatly appreciated. I understand the importance of your time and your business operations. I'm here to provide all the support you need. 

When you filter your Bank Register to All Dates, you should be able to see all transactions. This unusual behavior you encounter could be due to browser issues. Since you have already followed the troubleshooting above, please let me know if you are still experiencing the same thing.


About your second concern, we can run the Journal report and customize it to get a comprehensive overview of all transactions and their associated account.


Here's a step-by-step guide:
 

  1. Head to the Reports menu. Enter Journal in the search bar. 
  2. Click Switch to classic view, then Customize. 
  3. Set your preferred date period. Navigate to the Rows/Columns. 
  4. Tick Account. Proceed to the Filter area. 
  5. In the Account dropdown, pick the bank accounts. 
  6. On the Transaction Type dropdown, choose the transactions you want to show. 
  7. Hit Run report.


Please see the attached screenshot for visual reference.

 

 

As for your last concern, your approach to undo the action is correct. I tested this on my end. I recorded a bank transfer and added details in the Memo field, but it didn't appear as the payee. See this sample as a reference.


In this case, I recommend contacting our technical team. Our experts can investigate this further and conduct a screen-sharing session to ensure a seamless process for recording transfers and categorizing your transactions. 

Moreover, I'm adding these additional resources to help reconcile your transactions seamlessly in the future:


I'm here to assist every step of the way, so tell me how it goes after following the steps above. I hope everything goes well, DL45. 

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