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clarecornwell
Level 1

I’m using sole trader , 2 bank accounts connected . for a week its saying unable to connect to my accounts , this is the same in the App and online ?

 
1 REPLY 1
Clark_B
QuickBooks Team

I’m using sole trader , 2 bank accounts connected . for a week its saying unable to connect to my accounts , this is the same in the App and online ?

I know how important it is to keep our banking experience running smoothly, and it’s best to treat this matter with urgency, Clare. Below, I'll discuss more details about this and guide you through the steps.

 

To begin with, could you please specify which banks you're experiencing issues with? This information will help us check for any existing problems reported with these banks in QuickBooks.

 

In the meantime, I recommend contacting your bank or check your bank's website if there are any ongoing server maintenance that have prevented the connection between QBO and your bank. If everything is good from your bank's side, you can try refreshing your bank connection in QBO by following these steps:

 

  1. In the left navigation panel, select Transactions.
  2. Click Bank Transactions and then select Refresh.

 

 

If the problem continues, you'll have to contact our live support team for further assistance. Here’s how to reach them:

 

  1. Sign in to your QuickBooks Solopreneur.
  2. Go to the Help menu and select Contact Us.
  3. Enter your concern and click Continue.
  4. Choose between Chat with us or Have us call you.

 

For more information about our support hours, please refer to this article: Get help with QuickBooks products and services.

 

You can check this reference to learn how to identify and fix common bank connection errors: Fix bank connection errors in QuickBooks.

 

Once the issue is resolved, you might find this guide useful for categorizing your downloaded bank transactions: Categorise bank transactions in QuickBooks Sole Trader.

 

You can count on the Community team for assistance with connecting your bank accounts in QuickBooks. If you have any other concerns, please feel free to reply in the thread below.

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