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July 14, 2020
Question

I'm having a lot of difficulties linking my Delta Community Credit Union account to Quickbooks. How can I do this without running into so many problems?

  • July 14, 2020
  • 1 reply
  • 2 views
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1 reply

Level 9
July 14, 2020

Hello @vmjacobs91-gmail,

 

There are times that your browser is full of frequently-accessed page resources, thus causing websites, like QuickBooks Self-Employed (QBSE), to act weirdly. This can be the reason why you're unable to connect your bank account successfully.

 

But first, have you receive any error message? Let's consider logging into your QBSE account using a private browser so we can isolate this issue. To do so:

  • Google Chrome: Ctrl Shift N
  • Mozilla Firefox: Ctrl Shift P
  • Safari: Command Option P

If this works, you can clear your regular browser's cache so the system can start fresh. But if you get the same results while using a private browser, use a different browser app instead.

 

Lastly, here's an article you can read to learn more about how you can categorize your transactions: Create rules to speed up reviews in QuickBooks Self-Employed.

 

If there's anything else that I can help you with, let me know in the comments. I'll be here to help.