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Everything you need to know about banking in QuickBooks Online - Discover more
emilyrkhill-gmai
Level 1

My app is telling me I need to reconnect my bank account, however when I go online to do this it doesn't give me the option to?

 
1 REPLY 1
DivinaMercy_N
Moderator

My app is telling me I need to reconnect my bank account, however when I go online to do this it doesn't give me the option to?

I'm here to ensure you're able to reconnect your bank to QuickBooks Self-Employed (QBSE), @emilyrkhill-gmai.

 

To isolate the error, you can perform the following troubleshooting steps that fix the most common app-related issues. Here's how:

 

  1. Change your device's data connection.
  2. Then, close and restart your QBSE app. 
  3. Check if you still get the error. If so, you'll have to clear your app's cached data.
  4. Next, power down and restart your device.
  5. If you encounter the same thing, uninstall and reinstall your mobile app.

 

After that, attempt to reconnect your bank again to QBSE.  If the issue persists, I suggest updating your bank using a web browser.

 

Just in case you'll want QBSE to automatically categorize transactions for you, you can set up bank rules. When you have similar types of transactions from the same client or vendor, this method works best.

 

Fill me in if you have any other concerns about reconnecting your bank to your QBSE app. I'm just a post away to help. Keep safe always. 

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