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August 16, 2023
Question

Quickbooks "Set up Online Banking" Screen not responding

  • August 16, 2023
  • 1 reply
  • 0 views

My Quickbooks is "Set up Online Banking" Screen not responding.  I am able to use other functions (register, checks etc).  When I try to QUIT quickbooks nothing happens.  I have entered a lot (many days worth) of transactions since I last restarted quickbooks.  

 

What can I do to make sure my updates aren't lost?

 

MAC desktop version : QuickBooks Mac Plus 2019, R15

 

 

1 reply

August 16, 2023

Hi there, @GettingSorted. I understand that dealing with an unresponsive screen in QuickBooks Online can disrupt your workflow. I want to help ensure you're able to connect your online banking account and you're able to enter your transactions. Let me share troubleshooting steps that can help you resolve this issue. 

 

Beforehand, let's make sure that you meet specific requirements before you set up online banking:

  • QuickBooks is connected to the Internet.
  • Your bank provides online banking services to QuickBooks.
  • You have an online banking account set up with your bank.
  • (Direct Connect) You have your customer ID and password/PIN ready. You can get your credentials from your bank.

 

Once you have met all the requirements, we can perform these steps to isolate the issue. Before we start, let's back up your company file to secure your data. Then, ensure your QBDT for Mac software is updated to improve the program functionality and fix uncommon issues.

 

Once done, let's create a sample company file and download your bank transactions. This way, we can check if this issue originates in your bank's server. Here's how:

 

  1. Select New Company from the File drop-down list.
  2. Enter a name for the test file and click Save.
  3. In the Create New Company wizard, fill out the required fields and then select Finish.
  4. Add the account that was experiencing issues to the Chart of Accounts.
  5. Set up Online Banking for that account.
  6. Choose Download transactions.

 

You can also refer to this article for more details and troubleshooting steps about banking issues in QBDT for Mac: Fix online banking issues in QuickBooks Desktop for Mac

 

Let me also add this link that can guide you in matching your bank balance efficiently in the future: Reconcile bank and credit card accounts (Mac).

 

Keep me posted if you need further assistance with online banking in QBDT Mac. I'll be here to help and ensure this is taken care of for you. Have a great rest of the week.