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July 30, 2020
Question

Hello,can you help with linking the rbl bank account to my quickbooks.Its showing as the corporate site is down for maintenance but the site is working in my corporate.

  • July 30, 2020
  • 1 reply
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User name - lance0290.shwethar

1 reply

Adrian_A
July 31, 2020

You have me to help you connect your bank to QuickBooks, gowda-lancelotte.

 

A browser-related issue might be the cause of the error message you've received. That being said, let's run some basic troubleshooting steps to fix this issue.

 

To start with, let's try connecting your bank on a private window. This is the best place to identify any browser-related concerns. You can use these keyboard shortcuts to open one:

 

  • Google Chrome: Ctrl Shift N
  • Mozilla Firefox: Ctrl Shift P
  • Microsoft Edge: Ctrl Shift P
  • Safari: Command Shift N

 

If you're able to link your bank, you can go back to a regular browser and clear its cache. A piled cache can also trigger some unexpected behavior on the opened pages.

 

You also have the option to switch to a different browser like Google Chrome, Mozilla Firefox, Microsoft Edge, or Safari.

 

Once your bank is connected to QuickBooks, the system will automatically download the latest transactions. From there, you're good to categorise the transactions.

 

I've added these articles as your guide when categorising them:

 

 

I'm just around if there's anything that I can help you with. Have a great day ahead!