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June 5, 2025
Question

TD Bank, trying to verify account, I get the correct phone number to send the text to, however the window does not have a confirm, or text now. Window has no bottom?

  • June 5, 2025
  • 1 reply
  • 0 views
You can scroll forever, but there isn't a bottom to the window, what can I do? Unable to connect like this? From mobile phone.

    1 reply

    June 6, 2025

    Thank you for specifying the device you're using and for elaborating on the issue with the linking bank, moonlightworkers. I'll help you troubleshoot the app and provide an alternative way to achieve your goal.

     

    Since you're utilizing the mobile app, the data stored on your device may affect its functionality and display. Follow these steps to reset it without deleting your app's documents and data:

     

    For iOS:

     

    1. Go to Settings, then tap General.
    2. Select iPhone Storage, then click the QuickBooks Online app.
    3. Tap Offload App.

     

    For Android:

     

    1. Go to Menu ☰, then tap More Options ⋮.
    2. Navigate to Settings, then Refresh Data.
    3. Click YES to confirm.

     

    If the issue persists, I recommend uninstalling and re-installing it. This way, we can ensure that the app is up to date.

     

    In the meantime, consider connecting your TD bank to QuickBooks Online via a web browser. It isolates the issue from your mobile phone, allowing you to continue doing your tasks.

     

    Once done, review downloaded bank entries to ensure they belong to the correct accounts: Categorize and match online bank transactions in QuickBooks Online.

     

    Check out this guide to confirm the accounts are consistent and accurate: Reconcile an account in QuickBooks Online.

     

    Do you need help with the classifying and reconciliation process? You can seek assistance from QuickBooks Live Expert Assisted to receive appropriate guidance.

     

    You may ask further banking concerns, such as the matching and reconciling method that comes to mind, by replying to my post. I'd be delighted to answer them for you.