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Replying to:
SarahannC
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Hello there, weslaughton.

 

I can help you get the transactions and match them accordingly in QuickBooks Online.

 

QuickBooks always depends on what your bank share with us. Since you've updated a bank account, we can manually disconnect and reconnect the application to refresh the system and its connection within QuickBooks. If you haven't tried it, here's how: 

 

  1. Go to the App menu and select My apps.
  2. Choose Shopify and click Disconnect.
  3. Once done, we'll have to go back to the Apps section. 
  4. Find and install Shopify Connector by QuickBooks. 
  5. Select Connect.
  6. You be redirected to the Connections tab in QuickBooks Connector (OneSaas).
  7. A new page will pop up on your screen. It will ask you to enter the domain URL. Once done, select Connect to Shopify.
  8. Follow the on-screen instruction to complete the process.

 

If you got the same outcome, let's review the transactions by accessing an incognito window. This mode doesn't store cache and old files, which helps us use QuickBooks efficiently.

 

  • For Chrome, press and hold Ctrl + Shift + N.
  • For Firefox, press and hold Ctrl Shift P.
  • For Safari, press and hold Command Shift N

 

If still the transactions aren't recorded within QuickBooks, we can follow the suggestion shared by our chat support in the meantime. This can keep your bank data accurate from what you have in your provider or bank statement.
 

I've gathered these articles about organizing bank transactions and reconciling accounts in QBO:

 


Please let me know if you have more concerns about syncing applications and transactions. I'll be around to help a hand anytime. Also, you can post another one below if you've seen other errors while doing this task. Take care and stay safe. 

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