Thank you for bringing this to our attention, joegilder.
I acknowledge the difficulties you're encountering while bringing your transactions into QuickBooks Online (QBO). Allow me to guide you through some troubleshooting steps to effectively bring the entries into your company.
Before we start, can you share the name of your Financial Institution (FI)? This is to check if there are any reported issues. If you are using PayPal, there is an open investigation regarding users unable to categorize entries in the bank feeds.
As a workaround, create an expense or income transaction and match the PayPal entry to categorize it. After that, contact our QuickBooks Online (QBO) Care Team so you can subscribe to the notification list to receive email updates about the investigation.
Regarding your other concern, you're unable to use the invoicing system to bill the wasted hours. However, you can inform our specialists about this matter, and they'll provide detailed guidance on how to handle the situation effectively.
If you're not using PayPal, let's perform some basic troubleshooting steps to move past the error. When your browser is congested with frequently accessed page resources, it can lead to irregular responses in QBO. Log in to your account in incognito mode, which does not save browsing history and runs much faster.
Here are the shortcut keys in each browser:
- Google Chrome: Ctrl + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Microsoft Edge: Ctrl + Shift + P
- Safari: Command + Shift + N
Once signed in, categorize the entries in the bank feeds. If this works, clear the cache of your regular browser to optimize the browsing experience. Utilizing another browser is a great alternative.
Refer to this article for an alternative way to import your banking data into QBO: Manually upload transactions.
These resources will come in handy for speeding up the categorization process of your banking data and balancing your bank and credit card statements in the future. Open each link below for detailed instructions:
If you have other banking-related concerns or additional questions about categorizing transactions, leave a comment below and include my name. I'll get back to help you the best that I can. Have a good one, joegilder.
