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thornhillswimsch
February 23, 2023
Question

Evening, I am unable to connect my quickbooks with my Capitec Banking since last week . Please assist

  • February 23, 2023
  • 3 replies
  • 0 views
Original commenter did not share additional details

3 replies

ChristineJoieR
February 23, 2023

I am aware that this was a challenging procedure for you. I'll assist you so you can resume managing your company and be able to link your bank again to QuickBooks Online.

 

When there is a cache, it affects the functionality of QuickBooks and might result in missing tabs and features. It is also a method to lessen issues that arises when using QuickBooks.

 

Follow the steps below:

 

  1. Restart your browser.
  2. Log in to your account and try in an incognito or private browser. You can use these keyboard shortcuts to launch a new private window:
  • Google Chrome: press Ctrl + Shift + N
  • Microsoft Edge: press Ctrl + Shift + N
  • Firefox: press Shift + CTRL + P

 3. If it works on the private browser, go to the regular browser and clear your cache.

 4. Then, sign in back your account using your regular browser. 

 

Furthermore, we can also ask or call your financial institution if there's an ongoing issue or maintenance.

 

Alternatively, you can still manually upload your bank transactions to QuickBooks if you can't connect your bank account.

 

Additionally, you can use classes to track your transactions by departments, product lines, or any other meaningful segments in your business. Want to know how? See this article for the complete details: Get started with class tracking in QuickBooks Online. 

 

Please notify me if there's anything I can help you with while navigating your QuickBooks Account. Thank you for visiting us today.

lisa149
May 19, 2023

Just wondering if you received a solution to this issue. I'm also unable to connect to Capitec Business.

RCV
May 19, 2023

Hi there, lisa149.

 

If you already performed the recommended solutions provided by 

ChristineJoieR, I'd suggest contacting our Customer Support Team. They'll pull up your account in a secure environment and investigate what's causing this issue. To do this, here's how:

 

  1. Go to the Help (?) menu.
  2. Select the Search tab.
  3. Click the Contact Us button.
  4. Enter a brief description of your concern in the What can we help you with? field.
  5. Select Continue.
  6. Choose the Chat with us option to connect with our experts.

 

When everything is all set, you might want to review these handy resources to organise your transactions seamlessly:

 

 

I've also added here a great article that contains a lot of information on managing your banking and other future tasks: ZA QuickBooks Help Articles.

 

You can always reach back out if you have other questions or concerns about connecting your online banking. I'm happy to lend a helping hand. Take care. 

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