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julesrulz11-iclo
Level 2

When trying to connect my bank details to my acct, it’s asking “issue Number” can someone please explain what that is. I cannot get passed it. Do I need to contact my bank? Thanks

 
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Best answer April 06, 2021

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julesrulz11-iclo
Level 2

When trying to connect my bank details to my acct, it’s asking “issue Number” can someone please explain what that is. I cannot get passed it. Do I need to contact my bank? Thanks

Thank you very much. I will contact my back today. Much appreciated. 

kind regards Jules x

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3 Comments 3
Catherine_B
QuickBooks Team

When trying to connect my bank details to my acct, it’s asking “issue Number” can someone please explain what that is. I cannot get passed it. Do I need to contact my bank? Thanks

Yes, you may need to contact your bank, julesrulz11-iclo.

 

When you connect your bank account to the system, we only need you to enter the username and password you use for your online banking. Some banks may require additional security steps before you can connect to QuickBooks Self-Employed. I'd suggest getting in touch with your bank to verify your issue number. Then, continue adding your bank with us. Check out this help article for more detailed steps: Connect bank and credit card accounts to QuickBooks Self-Employed

 

For future reference, read through this help article: Categorise Transactions in QuickBooks Self-Employed. It helps you learn about reviewing your downloaded transactions so you can categorise them correctly according to the correct line of your Schedule C

 

Let me know if you have other questions. I'll be around to help you. Have a good one!

julesrulz11-iclo
Level 2

When trying to connect my bank details to my acct, it’s asking “issue Number” can someone please explain what that is. I cannot get passed it. Do I need to contact my bank? Thanks

Thank you very much. I will contact my back today. Much appreciated. 

kind regards Jules x

Liv22y
Level 1

When trying to connect my bank details to my acct, it’s asking “issue Number” can someone please explain what that is. I cannot get passed it. Do I need to contact my bank? Thanks

Did you find out what issue number means?