We appreciate you posting your question here, Jonathan. The information below will direct you to the right expert who can assist you in establishing your bank connection.
Since you've encountered an error when linking your bank account, I recommend contacting our Live Support team. They can dig deeper into this case to determine the root cause of the issue and get the most suitable resolution.
Here's how:
- Sign in to your QuickBooks Sole Trader account.
- Select (?) Help, then proceed to the Search tab
- Use the search field or open an article.
- Click Contact Us at the bottom of the Help panel.
- Choose Have us call you or Chat with us.
Also, kindly observe their support hours to connect with an expert conveniently.
In the meantime, you'll want to upload your transactions manually using a CSV file.
Once your income and expenses have been imported into the system, choose the relevant categories for effective tracking. You may utilise bank rules to automatically classify recurring or similar entries.
Consider tagging me whenever you need further assistance linking your bank account or managing transactions in QuickBooks Sole Trader. We're always around to provide relevant instructions to address your concerns.