Co-operative connection to QB Self-Employed - going round in circles!

Yes, our engineers are already aware of this issue, @nunnerst. I appreciate you for taking the time to reach out and share your sentiments.

Our team is currently investigating and taking all necessary steps to fix the Cooperative bank connection in QuickBooks Self-Employed. We also work closely with our technical experts to identify the root cause and implement appropriate measures to prevent recurrence.

If you haven't contacted our support team yet, it's best to reach out to get your company added to the list of affected ones and stay updated on the progress.

You can check our support hours so you’ll receive responses quickly. Then, follow the steps below to connect with us:

1. Open your QuickBooks Self-Employed account.
2. Go to the Help (?) menu.
3. Select Contact Us.
4. You can enter “Has connection issues with Cooperative bank and keep getting asked to enter OTP” in the field.
5. Tap Continue.
6. Click the Chat or Callback option.

For now, you may consider uploading your transactions manually. This way, you can start checking and categorizing them in the program.

Once resolved and your bank downloads events completely, you'll want to exclude or delete duplicate entries to keep your books accurate.

If you have any urgent needs besides managing bank transactions, please don’t hesitate to reach back out. I’ll be here to find solutions.

Hi Madelyn,

I appreciate your reply, thankyou!
For what its worth, i tried to contact someone via Chat before posting here the other night - it said someone was available but they never actually answered my query and I had to log off.

Also, as far as uploading the CSVs, I have tried multiple times with my Co-op ones, but always receive this error message (see attachment).
How can I fix this please?
Because the last thing I want is to be adding a years worth of relevant transactions manually, as I'm sure you will understand!

Okay, I've managed to solve the CSV import problem at least, so am posting my solution here (though of course I can't say if it would work for everybody).

It seems like Quickbooks did not like the Date Format on the CSV being in the US format, ie: YYYY-MM-DD
So i imported the downloaded CSV into Google Sheets, then clicked on the Date column, changed the formatting to  DD-MM-YYYY and re-exported the result.

When I imported this adjusted CSV, Quickbooks seemed to gripe about it again initially, claiming there was no data in it, or some such nonsense, but once I pressed something like 'check again for transactions', it did actually import it successfully.

THANK EFF FOR THAT!

Here's a screenshot of what I did in Google Sheets for any other Co-op customers also passing this way while tearing their hair out!

I have another question though and that is:
Can i change the names of accounts in Quickbooks Self Employed? Because two of them are showing the same name, and its really, really confusing as it often does not show the account number.

Now off going to reward self with a cuppa!

Hello Nunnerst, that is great to hear you have got your CSV file to work and upload into your account, Thanks for sharing this information and for letting us know. Have a lovely day. 

Thanks.. but what is the answer to my question above, about renaming accounts?

Because what I get in lots of places is something like this [see attachment], which is very confusing (and I dont think I am able to change the name at the Co-op end, which is its own totally daft issue tbh!)

If tags were a bit more flexible I could probably colour-code the accounts or something. But much less crazy would be to simply be able to rename it, or at least add a small sub-heading/ description.

Hello Nunnerst, sorry I missed your question before regarding changing bank account names. If you go to the cog wheel>manage accounts> there is a pencil icon next to the bank account, if you click that you can rename the account from there. 
 

Ah. Well, frustratingly I can't get to that bit, because of the faulty connection to Co-op constantly bouncing me back to this page, like something out of Groundhog Day (see attachment). That's to say, the thing I was complaining about originally, is stopping me from renaming it - on top of generally messing everything else up.

Thanks for letting me know how to, though.

We understand how banking connectivity is relevant in your daily business tasks, nunnerst. 

When managing transactions in your self-employed data, banking connectivity errors may require further review on your account or on your banking institution. In your case, we can access your account using your QBSE mobile app to enter the OTP code and manually modify your downloaded transactions as a workaround.

For now, if you haven't yet, we recommend contacting our Customer Care Team to have your account added to the list of affected users. You'll receive updates regarding the investigation status and ensure you'll get back to business accordingly.

Here's how to reach them:

1. Open your QuickBooks Self-Employed account.
2. Go to the Help (?) menu.
3. Select Contact Us.
4. You can enter “Has connection issues with Cooperative bank and keep getting asked to enter OTP” in the field.
5. Tap Continue.
6. Click the Chat or Callback option.

Furthermore, you can start categorising your bank transactions in your account to ensure downloaded entries are in the correct line of your Schedule C.

We'll always be in touch if you have additional questions when managing bank connectivity in QBSE. Just keep us posted in the comments below so we can provide further help.