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Everything you need to know about banking in QuickBooks Online - Discover more
jackgrice42-gmai
Level 1

The app won't open page to connect with my bank

 
1 REPLY 1
JoesemM
Moderator

The app won't open page to connect with my bank

Thanks for reaching out to us here in the Community, @jackgrice42-gmai.

 

Clearing the app's data helps refresh applications and eliminates common issues that cause the app won't open when connecting with your bank. Also, make sure that the app is updated.

 

To reset the app, here's how to use the android device: 

 

  1. Go to your phone Settings. 
  2. Tap Apps and Notifications.
  3. Look for the QuickBooks Self-Employed app.
  4. Select Reset App Data.

 

Using iOs:

  1. Go to the Help menu.
  2. Select Reset App Data.
  3. Click OK.

 

You can also uninstall and reinstall the app. For uninstalling the QBSE app using an iOs device, you can touch and hold the app, then click the Delete app button. Nothing to worry about uninstalling the app because it won't delete the subscription you have. 

 

For android: 

  1. Tap Settings on your phone.
  2. Select Apps and Notifications, then locate the QBSE app.
  3. Hit Uninstall

After that, you can reinstall the app.

 

Moreover, you can log in to your account using a browser. From there, you can update the connection between your bank and QuickBooks Self-Employed. Simply go to the Gear icon, click Bank accounts, then select Refresh all.

 

Also, may I ask what financial institution are you working with? Any extra details are much appreciated to narrow down the issue.

 

In the meantime, you can manually upload your bank transactions into QBSE. All we need is to export the transactions from your bank and import them into your account as a CSV file. For the steps and details, please refer to this article: Add older transactions to QuickBooks Self-Employed.

 

Here's an article for some of the Open Banking Connection Errors and how to fix them.

 

Get back to me if you need more help with this or other questions. I'm always around to assist you. Take care and have a good one.

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