Hello, I managed to connect my bank account eventually a couple of months ago, but not been able to since? It won't refresh from May and just keeps saying try later?

Let’s work through some troubleshooting steps to ensure your bank connection with QuickBooks Solopreneur is functioning smoothly again, Yemyee.

Could you please share the name of your bank? This will help me gather more specific information and offer tailored solutions.

First, check your bank's website for any ongoing maintenance, as this may affect the connection of your bank accounts in QBO, which relies on your bank's website for accurate and up-to-date account information.

Then if there’s no maintenance, attempt clearing your browser's cache. This helps refresh your system by removing outdated files that may be causing performance issues. After that, reconnect your bank account again.

Alternatively, you can use other supported browsers to link your bank account.

Feel free to bookmark these articles for quick access when managing banking transactions in the program:

• Update bank transactions after you post them in QuickBooks
• Use rules to categorise bank transactions in QuickBooks Sole Trader

Let us know in the comment below if you need further assistance.