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M
Mendisz
March 25, 2021

Bank and Credit Card accounts shows error.

  • March 25, 2021
  • 1 reply
  • 1 view

Hello community, I am here with an urgent to my client. I have new client from USA for Reconciliation services for his Bank and Credit Card. When I was working on Quickbooks online after getting access as an accountant there happened a sudden error with all bank and credit card accounts connected with QBO. I didn't know why this happened? I am also losing my client confidence. He is doing affiliate marketing business, can be checkhere and he asked me that he is also losing customer confidence. Please let me know if any solution available. Thanks

    1 reply

    M
    Maybelle_SQuickBooks Team
    QuickBooks Team
    March 25, 2021

    Glad to have you here in the Community, @Mendisz.

     

    I want to ensure this is taken care of, but before I do, may I know the specific error message you receive? This way, it can help us check the cause of the issue.

     

    In the meantime, let's perform some browser troubleshooting steps. This is to check if it's browser related issue. Let's start by accessing the QuickBooks account using a private browser. The following are the shortcut keys you can use:

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

    If this works, you can clear the cache and cookies of your browser. If not, you can use another supported browser. Possible that your current browser may have a temporary issue with QuickBooks.

     

    I've added this link about bank rules to categorise transactions in QBO: Setup bank rules to categorise online banking transactions.

     

    Please drop a comment below if you have other questions. I'm always here to help. Take care.

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