Thank you for telling us about your scenario, and I also appreciate for effort in looking for a workaround, @Q-B Online User 1.
I'm here to assist you in troubleshooting and determining what's preventing you from completing tasks within the banking menu. Let's get started.
It appears that you may be experiencing browser or cache issues that are affecting QuickBooks Online. These types of events can disrupt the cloud, causing issues with the software's features. We can try to follow these troubleshooting methods I recommend to minimize the error you've encountered.
Here's how:
1. Let's clear the browser cache.
2. Log into QuickBooks Online using another browser type.
3. Make sure you're using a supported browser:
- Google Chrome
- Mozilla Firefox
- Microsoft Edge
4. Log into QuickBooks Online using a private browser:
- Google Chrome: Ctrl + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Safari: Command + Option + P
Additionally, we can refer to this article on how to resolve the common issue under the Banking feeds in QuickBooks Online: What to do if you get a bank error or can't download transactions in QuickBooks Online. Specific bank errors are provided in step 4.
Moreover, matching banking transactions is an essential part of reconciling. You'll need to review accounts and compare them to your bank statements. Get this thing done with the help of this article: Reconciling an account in QuickBooks Online.
Please let me know how the steps above work out for you. I'd also like to know if you need assistance on how to run customized reports. You can leave a comment below, and I'll get back to you as soon as possible. Keep yourself safe!
