"Give consent to keep your banks connected"

Gareth_Davis · ‎October 14, 2022

Using the QuickBooks Self Employed app, does anyone else get this message on the Transactions tab? It appears in a red box at the bottom of the page (see the attached screenshot).

When it first happened I would tap on it to clear the banner go about my business within the app, but then when navigating back to the Transactions tab it would appear again. This then seemed to cause me some problems so I had to delete and reinstall the app, upon which I've since ignored the banner.

The app seems to be running OK otherwise. All this appears to affect is the transactions feed. It never updates in the background as it should do, so I don't get notifications about new transactions. If I know that a transaction has happened, once I'm in the app I have to refresh it a couple of times for the transaction to appear on the feed.

I'm using an iPhone updated to iOS 16.02 and the latest version of the app, and a HSBC current account. Other business accounting apps I've tried and am currently testing don't have this problem and do give me timely notifications about transactions.

Rea_M · ‎October 15, 2022

Thanks for the detailed update, and it's good to know that you didn't encounter banking issues with the web browser version of QuickBooks Self-Employed (QBSE), @Gareth.

Yes, though you're currently connected and don't hit the 90-day reauthorisation date, you can go through the renewal process to help clear the banner in the app. However, before doing so, you can clear your app data. This refreshes the system and removes the older files that cause this unusual response from the program.

Using an iOS device, follow these steps:

Go to your iPhone Settings.
Select your apple name, then iCloud.
Choose Manage Storage and click the QBSE app.
Hit Delete or Reset App.

Once you're done, go back to the Transactions tab and categorise your transactions.

In case you're still seeing the banner after resetting your app data, go ahead and perform the renewal process. You can refer to this article for the complete guide: Reconnect your bank account in QuickBooks Self-Employed.

When everything is all set, you may also want to check out this article as your reference to learn the changes to the Open Banking 90-day re-authentication rule for bank feeds in QBSE: Changes to the 90-day re-authorisation Open Banking rule. Note: this is for QuickBooks Online but the same applies for the Self-Employed version.

Let me know if you have other banking concerns or questions about managing transactions in QBSE. I'm always ready to help. Take care, and I wish you continued success, @Gareth.

View solution in original post

Ashleigh1 · ‎October 14, 2022

Hello Gareth_Davis,

Welcome to the Community page,

Can you please try logging into the web browser version instead please and see if it says the same in there for you as well and see if you can consent your bank connection in there and see if then stops the banner from appearing for you. If you still have any issues after trying this please feel free to reach back out to us again.

Gareth_Davis · ‎October 15, 2022

Hello @Ashleigh1

Thanks for your reply. I have never encountered any issues with the web browser version during the period I've been seeing this banner in the app, and having logged in again this morning I'm happy to report that's still the case. There are no banners on the transactions feed in a web browser, and my transactions continue to appear as expected.

In terms of consenting my bank account connection, as it is currently connected and doesn't hit the 90-day renew date until 1 December (I think), do you advise that I go through the renewal steps now anyway to see if that helps clear the banner in the app?

Thank you.

Rea_M · ‎October 15, 2022

Thanks for the detailed update, and it's good to know that you didn't encounter banking issues with the web browser version of QuickBooks Self-Employed (QBSE), @Gareth.

Yes, though you're currently connected and don't hit the 90-day reauthorisation date, you can go through the renewal process to help clear the banner in the app. However, before doing so, you can clear your app data. This refreshes the system and removes the older files that cause this unusual response from the program.

Using an iOS device, follow these steps:

Go to your iPhone Settings.
Select your apple name, then iCloud.
Choose Manage Storage and click the QBSE app.
Hit Delete or Reset App.

Once you're done, go back to the Transactions tab and categorise your transactions.

In case you're still seeing the banner after resetting your app data, go ahead and perform the renewal process. You can refer to this article for the complete guide: Reconnect your bank account in QuickBooks Self-Employed.

When everything is all set, you may also want to check out this article as your reference to learn the changes to the Open Banking 90-day re-authentication rule for bank feeds in QBSE: Changes to the 90-day re-authorisation Open Banking rule. Note: this is for QuickBooks Online but the same applies for the Self-Employed version.

Let me know if you have other banking concerns or questions about managing transactions in QBSE. I'm always ready to help. Take care, and I wish you continued success, @Gareth.

Gareth_Davis · ‎October 17, 2022

Hello @Rea_M

Thanks for the further guidance. On your advice about the mobile app, I don't have access to the settings you described or demonstrated using your screenshots. Tapping on the menu button only brings up a Help option, no Help & Feedback, and if I select that option I just go through to the automated support bot. I can't find anything within that about resetting any data.

Via my web browser, I went ahead and renewed the connection to the bank anyway. That, I'm pleased to report, has removed the red banner from the QBSE app. It no longer appears on the transactions tab and hasn't done on any of my return visits since first checking yesterday.

However, it doesn't appear to be functioning quite correctly just yet. I ran a couple of test transactions yesterday evening, just transferring money in and out via my personal account, but I received no notifications about the transactions. They were there to review when I logged in to QBSE via my web browser this morning, and also when I then checked the app, but I didn't get any notifications to tell me about them.

I do have all correct settings in place to receive notifications from the QBSE app, and do get notifications about other topics, just not relating to transactions.

MichelleBh · ‎October 17, 2022

I have other steps on how to reset the app, @Gareth_Davis.

Thank you for providing such a thorough update, and I appreciate your efforts in resolving the banner transaction issue. I want to resolve the problem as soon as possible so you can categorize the transactions on time.

You can reset your QuickBooks Self-Employed application by visiting your mobile settings. Proceed with the following steps:

Go to your iPhone Settings.
Select your apple name, then iCloud.
Choose Manage Storage and click the QBSE app.
Hit Delete or Reset App.

After that, log out and sign back into your account. If the issue persists, I recommend uninstalling and reinstalling the application again. Refer to this link to install the app or visit the Apple store website.

If the issue remains, I'd suggest contacting our Technical Support Team. They can further review your QBSE app and provide other troubleshooting steps. Also, they can send a ticket to our engineers for additional investigation.

Here's how:

Go to this QBSE help link.
Select your product and click Continue.
Enter your concern in the box and tap Continue.
Choose Chat with us.
Follow the on-screen instructions.

Make sure to contact them within business hours to ensure a swift response.

If you need help with other tasks in QBSE, feel free to browse this link to our general topics: QuickBooks Help Articles.

Please don't hesitate to leave a comment anytime if you still have questions or concerns with your account. I'm more than happy to assist you. Take care.

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"Give consent to keep your banks connected"