Thanks for dropping by the Community space, danni_owen. I want to make sure this gets sorted out.
Is this your first time setting up online banking for this account? Can you verify the name of the bank account you are trying to connect? Any additional information will get us closer to the resolution.
If it's a new connection, I recommend validating the credentials first on the financial institution’s website. Once verified, try connecting bank account again on your QuickBooks Self-Employed (QBSE) account by following the steps below:
Learn more about the process by checking out this article: Connect bank and credit card accounts to QuickBooks Self-Employed.
Once your bank account is connected and downloads transaction, you can now review and categorise your transactions. You can create rules to speed up reviews on your data.
Please stop by the Community again if you need anything else. I’m here to help. Have a good one!
Let me help you connect your bank account, Danni_owen.
We'll have to ensure that we're entering the correct credentials.
However, if it's entered correctly and you still encountered the same error message, this unexpected behavior can be caused by too much cache. We'll perform some steps to fix it. To start with, open your account using an incognito window. It's the best spot to identify browser issues. These are the shortcut keys:
If you're able to connect the bank account, go back to the regular browser, then clear the cache to refresh it. It's advisable to delete them periodically to avoid issues like this.
Also, you can use a different browser to help us narrow the cause of this behavior.
Once it's connected, you can categorise the transactions.
You can keep us updated after trying the steps. We're just around to help you out.
I have exactly the same problem.
The problem started when I went to renew the links Natwest, Lloyds and Paypal following my first 90 days on QuickBooks - I am now looking for an alternative system
Sorry to barge in Danni bit I would like to ask Kristine Mae how you clear the cache on an iphone ?
I only have QB on my i phone not on my desktop.
I only use QB to send receipts to my accountant and they are the reason they need my bank balances connected to QB
Thanks for joining the thread, @Davidjjbreese. Let me share the steps on how you can clear your cache in your iPhone.
The Reset App Data or Refresh Data options may appear depending on your device. Clearing the cache in your web browser is similar to this procedure. Your app collects cache (cookies) to save you time when loading repetitive data and images. Sometimes, these files can often become outdated or corrupted, which will cause issues like not opening your company information or app crashing.
To begin with, here’s how:
If you want to learn more about the QuickBooks Mobile App, clearing cache on your browser or what to do when experiencing a different issue. You can refer on these articles:
Please know that you can always ask follow-up questions or create a new thread if you need anything else. We're always here to help with any QuickBooks-related inquiries. Keep safe!