Hi there @JProp.
I understand that you have been facing some challenges with QuickBooks (QBO), and I'm here to help you resolve this issue. Since you have me, I will share a workaround to complete your task and enable you to utilize the program. This can help in aiding your task and enable you to use the available features of the program. However, I would also recommend you get in touch with our Customer Care Team, who can assign a representative to assist you with the process. They will also investigate if the issue is related to compatibility between the program and the operating system. Here are the steps you can follow to get started:
Contact Support
- Sign in to your QuickBooks Online company.
- Select Help (?).
- Select either tab to get started:
- Assistant: Get quick, personalized answers. Select a suggested option or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
- Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
- Start a chat with a support expert.
- Get a call back from the next available expert.
- Ask the community to get help from businesses like yours.
You can also check this article for more details and be sure to review their Support hours to know when agents are available.
In addition, if you want to connect your bank and credit card accounts, QuickBooks can automatically download transactions up to a specific date. However, if you want to enter older transactions, or if your bank or credit card can't connect to QuickBooks, you can still upload transactions manually. You can refer to this article for more information: Manually upload transactions into QuickBooks Online
Please don't hesitate to ask follow-up questions or submit new ones if you need anything else. The Community is always ready to help you all the time.
