This is not the kind of experience that we want you to have with us,
I'm here to give off some information about your concerns.
First, the transactions that can be downloaded will depends on your bank. There are some financial institutions that allow us to import the items up to a year. However, some banks only allow us to download for three months hence, you'll have to import the others manually.
Second, you may be experiencing some browser-related issues that causes the Project feature to vanish. We can run some troubleshooting steps to fix this one.
To start with, let's try opening your QuickBooks account on an incognito window. This page doesn't store caches that helps us confirm browser-related issues. Here's how:
- Google Chrome browser: Ctrl + Shift + N
- Mozilla Firefox browser: Ctrl + Shift + P
- Safari browser: Command + Option + P
If it works, you can go back to your regular browser and clear the cache. A piled cache can also be the reason for some unexpected issues on the opened pages.
You can also use other supported, up-to-date browsers to roll out the possibility of a browser-related issue.
Lastly, the option to edit a catalogue isn't available in QuickBooks. However, we can customize your sales form. This way, your catalogue will display the same as your sales forms.
I've also added these references that have detailed information about the Project feature:
I'm just a post-away if ever you need help. Keep safe!
