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1 reply

Adrian_A
Level 8
September 17, 2021

Hi prateek2,

 

You can run some troubleshooting steps to identify why you're unable to connect your HDFC account.

 

To start with, try opening QuickBooks on a private window. There are instances that issues like this occurs when the system encounter cache traffic. You may use these keyboard shortcuts to open one:

 

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

 

If it works, you can go back to a regular browser and clear its cache. Once a cache is piled up, it can cause some unexpected happenings on the opened pages like QuickBooks.

 

You can also switch to a different supported browser like Google Chrome, Mozilla Firefox, Safari, or Microsoft Edge.

 

Once connected, you can check this article on how you can categorize the transactions: Categorise and match online bank transactions in QuickBooks Online

 

I'll be around if ever you need extra help in categorizing the items. Keep safe!