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Level 1

Can't connect my bank account to quickbooks

 
3 REPLIES 3
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QuickBooks Team

Can't connect my bank account to quickbooks

Good day to you, @18-kmkmurphy-gma.

 

I’m here to help and ensure you’ll be able to connect your bank account to your QuickBooks Self-Employed (QBSE) account. 

 

Can you share with me the name of the bank you’re trying to connect to? This way, I’ll be able to check here on my end if there are any related issues about it. I’d appreciate any additional information.

 

In the meantime, you’ll want to manually upload your bank transactions to your account. Let me guide you how:

 

  1. Sign in to your bank website and follow the instructions on how to download your transactions as a CSV file.
  2. Once downloaded, navigate to the Gear icon in your QBSE account.
  3. Select Imports.
  4. Click Import older transactions for the account you want to add the transactions to.
  5. Select Browse and locate the downloaded CSV file, then click Open.
  6. Review the column headers and data then click Continue to start the import.

You can also read through this article for more details: Add older transactions to QuickBooks Self-Employed.

 

Once done, you can now categorise those transactions to ensure there are no duplicates.

 

Let me know if you have any other concerns managing your bank feeds. I’ll be around ready to help you. Take care and keep safe.

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Level 1

Can't connect my bank account to quickbooks

Hi thank you for your reply. 

Barclays bank. 

I'll try on my laptop, saw somewhere it might be issues using it on a phone. The rest sounds a bit complex for me 🙈

Highlighted
QuickBooks Team

Can't connect my bank account to quickbooks

Thanks for getting back to me, @18-kmkmurphy-gma.

 

I appreciate the additional details you’ve provided. Let’s get to the bottom of this and get this sorted out.

 

Did you receive any error message while trying to connect your bank account via your mobile phone? If you receive the Error message: Error 591, I’d like to let you know that we have an open investigation about. 

 

Rest assured our engineering team is diligently working to fix this as soon as possible. In the meantime, you’ll want to connect your bank account using a regular web browser.

 

I’d also recommend contacting our Support team. This way, you’ll be added to the list of affected users and be notified via email of any news and updates.

 

However, If you’re not getting any message or a different one, I recommend clearing the app data of your QBSE mobile app. You can refer to this article for the detailed steps (although this article is for QuickBooks Online, it also applies for QBSE): Troubleshooting Quick-Start Guide for the QuickBooks Online app.

 

I appreciate your patience while we’re working to fix this. In case you have other follow questions, you can always tag me in your reply. I’d be more than happy to work with you. Keep safe and stay well.