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T
TH76
January 31, 2024
Question

Why do you have to choose an account from a list? If the exact account number is entered and the account name pops up it will not go into the account field.

  • January 31, 2024
  • 1 reply
  • 0 views
About a year ago I recall being able to press enter or tab out of the account field.  Then it changed to where, even if you enter the EXACT account number and the account name shows up, Quickbooks will absolutely not put the account in that field and immediately goes to the add acccount screen.  You can't enter and you can't tab. Mainly it's happening with journal entries.  It really bogs down data entry.  Using spreadsheet sync is equally frustrating because you have to pick an account from a dropdown box and if you have 500 accounts that don't appear on the dropdown list in the order of the number it becomes too time consuming. You can't even paste an account in. I feel like I won't get the answer I want, because I never do when it's a question about how illogical some of these Quickbooks processes are.  

    1 reply

    R
    Rasa-LilaM
    January 31, 2024

    Thank you for visiting the Community today, TH76.

     

    Dealing with unusual responses in the online program can be challenging. Let's work together to troubleshoot and ensure a smooth experience with QuickBooks Online (QBO).

     

    QuickBooks Online (QBO) performance depends on your computer's processing power, internet connection bandwidth, and available memory (RAM). If any of these areas are lacking, it may affect its performance.

     

    Ensure a seamless experience with the online program by checking out this article: System requirements for QuickBooks Online products. It outlines the system requirements your computer and browser should meet for optimal usage

     

    If your device meets the specifics listed in the article, launch QBO in incognito mode or private browsing. This prevents internet files from being saved, eliminating the potential for webpage issues.

     

    Here are the shortcut keys in each browser:

     

    • Google Chrome: Press Ctrl + Shift + N.
    • Safari 11 or newer: Press ⌘ + Shift + N.
    • Mozilla Firefox: Press Ctrl + Shift + P.
    • Microsoft Edge: Press Ctrl + Shift + P.

     

    Once logged in, create a journal entry and enter the account number or tab from one field to another. If you can carry out these tasks smoothly, clear your browser's cache to improve browsing performance and resolve loading issues. Otherwise, utilize a supported browser to determine if the current one you're using is causing the problem.

     

    I've got this great resource that contains tips to improve the working performance of QBO: Why is my QuickBooks Online slow?

     

    Here are some useful links to help improve your navigation within the program, switch debits and credits on the journal entry, and accomplish other banking tasks:

     

     

    Keep in touch if you encounter any hiccups while working in QBO or if you have any other questions about adding an account to transactions. I'm always available to assist you and provide the necessary support, TH76. Have a good one. 

    T
    TH76Author
    February 14, 2024

    Why is this also happening in the quickbooks online app?  It seems to me that if it was a cache issue it wouldn't also be happening in the app.  Usually the app is more stable than the version you use din the browser.

    Tori B
    Tori B
    February 14, 2024

    Thanks for checking back with us, @TH76.

     

    The QuickBooks Online app also stores cache. This is to save time when loading repetitive data and images. Over time the files can become outdated and corrupted, causing issues such as the one you're experiencing. I'm including some quick troubleshooting steps that you can use to clear the stored cache and refresh the apps data below. 

     

    To clear the cache: 

     

    1. Close and restart the app.
    2. Open your device Settings.
    3. Select Apps.
    4. Choose the QuickBooks app from the list, then select Storage.
    5. Select clear data.
    6. Power down and restart your device again.

     

    To refresh the apps data: 

     

    If you're using an iOS, follow the steps below:

     

    1. Go to Menu ☰ and tap Help & Feedback.
    2. Tap Refresh Data.
    3. Click Refresh to confirm.
       

    Otherwise, refer to this instruction for Android:

     

    1. Go to Menu ☰, then select More Options ⋮.
    2. Tap Settings, and click Refresh Data.
    3. Tap YES to confirm.

     

    Please let me know if there's anything else that I can assist you with. Take care! 

     

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