Skip to main content
August 26, 2023
Question

Something’s not quite rightSorry, an unexpected error has occurred. Please try again. bank transactions

  • August 26, 2023
  • 1 reply
  • 0 views
bank transactions won't load

1 reply

August 26, 2023

Thanks for providing the error you encountered, Juan. I understand the significance of showing your bank transactions in the QuickBooks Online (QBO) account. I'm here to help you out.

 

In the meantime, we can manually update the connection between your bank and QBO account. See the steps below:
 

  1. Click the Banking menu.
  2. Go to Bank Feeds.
  3. Select Update in the upper right.

If the issue persists, let's access your account through an incognito window to rule out the possibility of a webpage issue. You can refer to these shortcut keys to open an incognito window in all supported browsers:

 

  • Chrome: Ctrl + Shift + N
  • Firefox: Ctrl + Shift + P
  • Safari: Command + Shift + N

If it works, switch back to your regular browser. Then, clear its cache. This way, you can access QuickBooks with a clean slate. You can also use a different supported one.

 

To ensure we address this matter effectively, may I know the name of your bank account? This way, I can gather enough details and check for possible investigations.
 

Once everything is good, you'll need to review and categorize them. You can check out this article for the detailed steps on how to do it: Categorize and match online bank transactions in QuickBooks Online.

 

Moreover, I'm adding this article that tackles reconciliation to ensure your account is balanced and accurate: Reconcile an account in QuickBooks Online.

 

Please leave a comment below if you have more questions about this or anything else. I'm more than willing to assist. Stay safe.