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A
accounts513
November 8, 2024
Question

Quickbooks banking is painfully slow. It freezes after every single bank allocation. I have tried all the suggestions listed online. Can someone please offer advice?

  • November 8, 2024
  • 1 reply
  • 3 views
No text available

    1 reply

    E
    Ethel_AQuickBooks Team
    QuickBooks Team
    November 8, 2024

    Encountering delays in QuickBooks banking that interrupt workflow can be quite challenging, particularly after exploring numerous solutions, @accounts513. However, by working together, we can discover an effective resolution and ensure everything operates efficiently moving forward.

     

    Before we proceed, could you please share the name of your financial institution? This will allow us to verify if there have been any similar reports.

     

    Your dedication to exploring all potential solutions to resolve the issue is truly commendable. If you've already attempted to manually update your bank to refresh its connection with QuickBooks Online, I suggest contacting our Customer Care team for further assistance.

     

    Here's how:

     

    1. Sign into your QuickBooks Online company.
    2. Click on the Help (?) button.
    3. Go to the Assistant tab.
    4. Enter a question or topic you need help with. If you decide you need further assistance, you can still choose to Talk to a human.

     

    For future guidance, you can explore these articles to assist with setting up bank rules and categorizing transactions in QuickBooks Online:

     

     

    I’m here to make sure you have a smooth experience moving forward. Don’t hesitate to reach out if you have more questions about banking transactions. Together, we’ll keep your entries precise and stress-free. Take care.

    A
    accounts513Author
    November 11, 2024

    Westpac Banking

    R
    RCVQuickBooks Team
    QuickBooks Team
    November 11, 2024

    Thank you for reaching out here in the Community, accounts513. We'll make sure to help you connect your bank to QuickBooks Online (QBO).

     

    We appreciate you providing the name of your bank and I've checked our records, however, there's no reported case about this one. To better isolate this issue, we can perform basic browser troubleshooting to improve and speed up your browser. You may be unable to connect to Westpac banking due to the number of cookies and caches. Here's how:

     

    1. Restart your browser.
    2. You may run your payroll in an incognito or private browser. You can use these keyboard shortcuts to launch a new private window:

     

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

     

    If it works, go back to your regular browser and clear your browser's cache. Then you may see if it fixes the problem and gets started on the tasks at hand. Nevertheless, you can use another supported browser.

     

    If the same thing happens, we recommend contacting our Customer Support Team. They'll pull up your account in a secure environment and investigate what's causing this issue. 

     

    In the meantime, we can download an updated list of your transactions from your bank's website and upload them to QuickBooks using a CSV file. 

     

    Moreover, I'm adding this article if you need help categorising your imported entries by matching or adding them to avoid duplicate data: Categorise and match online bank transactions in QuickBooks Online.

     

    Feel free to leave a reply if you need further assistance with managing your bank to QuickBooks. We are always around to help, accounts513. Have a good one.

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