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May 30, 2024
Question

What happened to all the categories for for expenses once I upload receipt? Also, why is my America first credit Union not syncing with QuickBooks for the entire month

  • May 30, 2024
  • 1 reply
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1 reply

MorganB
May 30, 2024

Good morning, getlinkedllc-gma.

 

Thanks for joining us here in the Community. I'm here to make sure you're able to view categories and bank transactions in your QuickBooks Online account. 

 

As an initial troubleshooting step, to rule out any browser related issues, I recommend clearing the browser cache. The cache is used to collect frequently used data to make loading web pages quicker and easier. Clearing it will remove anything that's blocking the categories and transactions to load correctly. Here's how to get this done in Chrome for example:

 

1. At the top right, click More (three vertical dots).
2. Click More tools and then Clear browsing data.
3. At the top, choose a time range. To delete everything, select All time.
4. Check the boxes next to "Cookies and other site data" and "Cached images and files."
5. Click Clear data.


The following article provides similar steps for other browsers: Clear cache and cookies to fix issues when using QuickBooks Online

 

Please give this a try and let me know how things look afterward. I'll be here if you need a hand with anything else.