Hi,
QB says that my bank connection has stopped syncing. My bank app says I'm still connected.
When I click on the refresh button, nothing happens. What's the best solution here? I'm trying to save my data before upgrading to QB Online.
Screenshot attached.
Simon
Hello there, @SimonSFB.
Your bank might be making a change, it'll stop syncing your transactions until you upgrade your bank connection.
Reconnecting your bank account through the QuickBooks Self-employed (QBSE) app is our first step to fixing this. And I'm here to help you perform it.
Here's how:
You can click this article for more details: Reconnect your bank account in QuickBooks Self-Employed.
On the other hand, would you mind telling me the name of your bank? This will help us figure out if the issue originated from your bank or in our system.
You may want to create rules to quickly categorise recent and past transactions. You can read through this article: Create rules to speed up reviews in QuickBooks Self-Employed.
For additional queries about bank connection errors in your QBSE account, never hesitate to reply to this post. Take care and have a wonderful week!
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