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Is the external link to view the transaction in QuickBooks Online (QBO) not functioning as expected?


If the external link to view the transaction in QuickBooks Online (QBO) is not functioning as expected, follow these steps to troubleshoot and resolve the issue:

Check Internet Connection:

  • Ensure that your internet connection is stable and functioning properly. A weak or intermittent connection can prevent external links from working correctly.

Verify Link Format:

  • Check that the external link in the Bookkeeping Report is correctly formatted. It should direct you to the specific transaction in QBO. If the link appears broken or incorrect, there may be an issue with how the link is generated.

Clear Browser Cache:

  • Clear your browser's cache and cookies. Cached data can sometimes interfere with the functionality of external links. After clearing the cache, reload the Level application and try the external link again.

Try a Different Browser:

  • Use a different web browser to see if the issue persists. Compatibility issues with specific browsers can sometimes cause problems with external links.

Log In to QBO:

  • Ensure that you are logged into your QBO account. If you are not logged in, the external link may not work correctly or may prompt you to log in before directing you to the transaction.

Manual Verification:

  • If the external link is not working, manually verify the transaction in QBO by searching for the transaction details (e.g., transaction number, date, vendor). This will help ensure that the transaction exists and can be accessed directly in QBO.

If the external link still does not function as expected after trying these steps, contact Level Support for further assistance. Provide details about the issue, including any error messages and the steps you've already taken to troubleshoot.

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