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Jun 3, 2022 12:08 PM UTC
Question

Is anyone having difficulty with updating bank feeds for Great Southern Bank (CUA) after Quickbooks prompts you to do so?

When clicking the link to update the bank feed, I am getting a response that it was not the correct login but I know it's correct.

1 reply

Adrian_A
Jun 3, 2022 1:20 PM UTC

Hello chloe-s-hellrieg,

 

I'm here to help isolate why you're unable to update your Great Southern bank.

 

There are instances concerns like this occur when the system encounter browser-related issues. You can isolate by updating your bank on an incognito window.

 

You can use these keyboard shortcuts to open one:

 

  • For Google Chrome: Ctrl + Shift + N
  • For Mozilla Firefox: Ctrl + Shift + P
  • For Microsoft Edge: Ctrl + Shift + P
  • For Safari: ⌘+ Shift + N

 

If it works, you can continue on a regular browser and clear the cache. A piled cache can cause unexpected issues on the opened pages.

 

You can also switch to a different browser like Google Chrome, Mozilla Firefox, Safari, or Microsoft Edge to isolate further.

 

Once updated, you can categorize the transactions to their correct accounts. Here's an article as your guide: Set up bank rules to categorise transactions.

 

You can always count on me if you need help with categorisation.