Banking
I appreciate you for joining the thread, Gregsako.
As mentioned by my colleagues, this occurs when you select an asset as a payment account. This means the account where the payment is coming from is only intended for a bank account or a credit card account. This is the reason why you're unable to save it when selecting an asset account.
If the same thing happens after selecting the correct bank/credit card account, let's try accessing QuickBooks Online (QBO) using a private or incognito window. This helps us isolate if this is a browser issue or not.
Here's how you can access private browser:
- Google Chrome: Ctrl + Shift + N
- Microsoft Edge: Ctrl + Shift + P
- Firefox: Ctrl + Shift + P
- Safari: Command + Shift + N
Then, try creating the transaction again. For more reference, you can check this article: Enter, edit, or delete expenses in QuickBooks Online.
If it works, try clearing your browser's cache to delete those temporarily stored files. You can also try using other supported, up-to-date browsers.
If the problem persists, I'd suggest contacting our Customer Support Team. They'll pull up your account in a secure environment and investigate what's causing this issue.
Here's how:
- Click the Help icon on the top right.
- Tap the Contact Us button at the bottom.
- Enter a short description of your concern.
- Tick Continue.
- Choose Message an agent to connect with our support.
I've got a link here that provides you with articles about managing your expenses: https://quickbooks.intuit.com/learn-support/en-us/expenses-and-vendors/07?product=QuickBooks%20Onlin....
Keep me posted if you need a hand with running reports or any QBO related. I'll be here to help. Take care always.
