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SAFinch
Level 2

Bank reauthorise issues

Hi 

 

After the first 90 days the connection between quick books and the bank expired, and I have tried 10's of times both online and on the app, I can't get to reconnect. 

On app it's just loads for ever and online it just tells me there is an issue post bank authentication, and says contact support.

 

 

Solved
Best answer November 24, 2021

Accepted Solutions
Jovychris_A
Moderator

Bank reauthorise issues

Thanks for providing me with the details about the bank issue you're working on, @SAFinch.

 

Let me give you some troubleshooting steps. So you're able to reconnect your bank in QuickBooks Self-Employed as soon as possible. 

 

If you're reauthorising your account using the app, I recommend doing this on a regular browser or incognito rather. This is to check if it's something to do with your application.

 

Use these shortcut keys: 

  • Ctrl Shift (Google Chrome)
  • Ctrl Shift (Firefox)
  • Control Option (Safari)
  • Ctrl + Shift + P (Microsoft Edge)

 

Once logged in, please connect the bank again to check if it's functioning well. You can follow the steps below for your guidance. 

 

  1. Go to the Settings ⚙ icon, then select Bank accounts.
  2. Hit Connect another account.
  3. In the search box, enter the name of the bank and account type.
  4. Follow the on-screen instructions to connect your account. 

 

QuickBooks Self-Employed will automatically download your recent bank transactions. For more details, check out this article: Reconnect your bank account in QuickBooks Self-Employed. 

 

If you're able to reconnect the bank, I'd suggest resetting or uninstalling/reinstalling the QuickBooks Application. This is the same as clearing the cache from your web browser. Let me guide you on how.

 

For Android devices:

 

  1. From More Options, then select the Settings tab. 
  2. Choose the Refresh Data menu.
  3. Hit Yes

 

For iOs: 

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

 

To uninstall the QBO app from the iOs device, you can touch and hold the app, then click the Delete app button. There's nothing to worry about uninstalling the app, for it won't delete the transactions and 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

 

Once done, you can now reinstall the app. Please browse through this article for the detailed steps: How to download the QuickBooks Online mobile app.

 

If the issue persists after following my recommendation, you can manually download the transactions and communicate with your financial institution at the moment. That said, you'll know if they have an ongoing issue that leads to this problem. 

 

Lastly, may I know what specific financial institution are you working with QuickBooks? This can help me check if there are any issues related to this matter. I'll be waiting for your answer.

View solution in original post

3 REPLIES 3
Jovychris_A
Moderator

Bank reauthorise issues

Thanks for providing me with the details about the bank issue you're working on, @SAFinch.

 

Let me give you some troubleshooting steps. So you're able to reconnect your bank in QuickBooks Self-Employed as soon as possible. 

 

If you're reauthorising your account using the app, I recommend doing this on a regular browser or incognito rather. This is to check if it's something to do with your application.

 

Use these shortcut keys: 

  • Ctrl Shift (Google Chrome)
  • Ctrl Shift (Firefox)
  • Control Option (Safari)
  • Ctrl + Shift + P (Microsoft Edge)

 

Once logged in, please connect the bank again to check if it's functioning well. You can follow the steps below for your guidance. 

 

  1. Go to the Settings ⚙ icon, then select Bank accounts.
  2. Hit Connect another account.
  3. In the search box, enter the name of the bank and account type.
  4. Follow the on-screen instructions to connect your account. 

 

QuickBooks Self-Employed will automatically download your recent bank transactions. For more details, check out this article: Reconnect your bank account in QuickBooks Self-Employed. 

 

If you're able to reconnect the bank, I'd suggest resetting or uninstalling/reinstalling the QuickBooks Application. This is the same as clearing the cache from your web browser. Let me guide you on how.

 

For Android devices:

 

  1. From More Options, then select the Settings tab. 
  2. Choose the Refresh Data menu.
  3. Hit Yes

 

For iOs: 

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

 

To uninstall the QBO app from the iOs device, you can touch and hold the app, then click the Delete app button. There's nothing to worry about uninstalling the app, for it won't delete the transactions and 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

 

Once done, you can now reinstall the app. Please browse through this article for the detailed steps: How to download the QuickBooks Online mobile app.

 

If the issue persists after following my recommendation, you can manually download the transactions and communicate with your financial institution at the moment. That said, you'll know if they have an ongoing issue that leads to this problem. 

 

Lastly, may I know what specific financial institution are you working with QuickBooks? This can help me check if there are any issues related to this matter. I'll be waiting for your answer.

SAFinch
Level 2

Bank reauthorise issues

Hi and thanks for he reply 

 

So I was able to fix the issue before you replied, it was fixed by using a incognito/private browser.

 

Many thanks 

 

 

 

peterbooth
Level 1

Bank reauthorise issues

For Android devices:

 

  1. From More Options, then select the Settings tab. 
  2. Choose the Refresh Data menu.
  3. Hit Yes

 

 

 

There is no more option in the app

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