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Everything you need to know about connecting your bank and credit cards in QuickBooks Online

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Replying to:
katherinejoyceO
QuickBooks Team

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Thanks for getting back to us, @Bob_R1. I can only think of a browser-related problem to this kind of concern. 

 

Please know that QuickBooks Online uses cache to speed up page loading. However, it may exhibit unexpected behavior when loaded with temporary internet files.

 

Since the Prepare Return menu isn't visible, let's confirm by logging in to your QuickBooks company with an incognito or private browser. You can use the keyboard shortcut keys listed below to access according to your preferred browser:

 

  • Google Chrome, press CTRL+ Shift+N
  • Mozilla Firefox: press CTRL+Shift+P
  • Internet Explorer: Press CTRL+Shift+P
  • Safari: press Command+Shift+N

 

Follow the steps shared by my peer @ReymondO, then see if you can find the menu. If it does, begin troubleshooting by clearing the cache in your primary browser. 

 

If the menu is still not visible, use another supported, and updated browser.

 

Visit the Making Tax Digital hub for more helpful articles and troubleshooting tips.

 

We're always around to assist with your taxes concerns. Take Care!

 

 

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