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M
Mad Exchange
December 1, 2022
Solved

Review bank transactions will not open

  • December 1, 2022
  • 1 reply
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Recently changed banks so I disconnected the old feed settings on the existing bank accounts and set up new bank feeds. Old account transactions were downloaded and reconciled beforehand so I am starting fresh. New account feeds worked fine on the first try with new transactions showing up in the Bank Feeds Center.

 

However, the window to review transactions for new accounts will not open not matter what I try. Rebuilding data did not help. Any ideas to fix this are welcome!

Best answer by Mad Exchange

SOLVED: Product support requires money to fix this issue. No thanks!

 

Instead, I found a workaround on my own. All I had to do was change my bank feeds preferences from Advanced to either Express or Classic mode (I initially went to Classic and then to Express). That's it!

 

Here is a link on how to change the preference. I have no idea if Advanced mode will work in the future and do not plan to try it.

Switch between banking modes

 

 

1 reply

R
Rea_M
December 1, 2022

Hello there. Welcome to the Community.

 

Let's run Quick Fix my Program from the QuickBooks Tool Hub so you can review your bank feed transactions for the new account in QuickBooks Desktop (QBDT) and manage them accordingly.

 

Based on your description, it seems that you have a minor data issue with your company file. Since the error continues, even after rebuilding your data, I'd recommend running the Quick Fix my Program tool from the Tool Hub to end QuickBooks processes running in the background. 

 

Before doing so, please ensure your QBDT is updated to the latest release. This way, we can guarantee the program is running with the newest fixes and patches. Then, perform the steps below.

 

You can start downloading and installing the Tool Hub (if you haven't already). Here's how:

 

  1. Close your QuickBooks.
  2. Download the QuickBooks Tool Hub file.
  3. Open the QuickBookstoolhub.exe file. It gets saved in the download folder.
  4. Follow the on-screen steps to install and agree to the terms and conditions.
  5. Click Finish.
  6. Double-click the icon on your Windows desktop to open the tool hub.

 

From there, let's run the Quick Fix my Program tool.

 

  1. In the Tool Hub, select Program Problems.
  2. Select Quick Fix my Program.
  3. Start QuickBooks Desktop and open your data file.

 

In case the issue persists, continue performing the recommended solutions in this article, starting with Solution 3: Fix data damage on your QuickBooks Desktop company file.

 

Also, I encourage you to reconcile your accounts in QBDT regularly (every month). This helps monitor your income and expense transactions and detect possible errors accordingly. You may want to check out this article as your reference to guide you in doing and fixing reconciliations in QBDT: Learn the reconciliation workflow in QuickBooks.

 

If you have any other banking concerns or questions about managing transactions in QBDT, don't hesitate to drop a comment below, and I'll gladly help. Take care, and I wish you continued success.

M
Mad ExchangeAuthor
December 1, 2022

Unfortunately none of those suggestions worked.

MariaSoledadG
MariaSoledadG
December 1, 2022

Let's make sure you'll be able to open the review bank transactions for new accounts, Mad Exchange.

 

After you download your electronic account statement, you'll have to match the transactions to the ones in QuickBooks.Since you've already performed some troubleshooting steps and yet, they aren't working as you expected, I recommend reaching out to our support team so they can take a look at this and investigate further. They have the tools to pull up your account securely and double-check what is happening.

 

Furthermore, after you've already reviewed your transactions, learn how to review your accounts to make sure they match your real-life bank and credit card statement. Go through this article for your reference: Reconcile An Account In QuickBooks Desktop.

 

Keep me posted if you need anything else about your bank transactions. I'll always be here to help.

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