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Let's run some basic troubleshooting steps to isolate what causes the issue, userjaychiam.
To start with, let's connect the account on a private window. It is the best place to identify any browser-related issues. You can use these keyboard keys 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. A piled cache can also be the reason for some unexpected issues on the opened pages.
You can also switch to a different supported browser like Google Chrome, Mozilla Firefox, Safari, or Microsoft Edge.
Once connected, you can check these references to categorise the downloaded transactions:
- Connect bank and credit card accounts to QuickBooks Online
- Categorise and match online bank transactions in QuickBooks Online
- Reconcile an account in QuickBooks Online
I'll be around if ever you need help about categorizing the transactions. Keep safe!