I am trying to connect my bank account, it goes all the way through the verification process but then at the end it tells me there is a temporary connectivity issue. It isn’t temporary as I have tried now five times over two months. Can anyone help?

Hello there, @usernicoleflatman.

I hear you an realize the importance of connecting your bank in QuickBooks Self-Employed. I'm here to help get this banking issue sorted out.

To start with, can you share with me the name of the bank that 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. Any further details about this matter are much appreciated.

If it's a new connection, I recommend validating the credentials first on the financial institution’s website. Once verified, try connecting bank account again on your QuickBooks Self-Employed (QBSE) account by following the steps below:

1. Click the Gear icon at the top. 
2. Choose Bank accounts. 
3. Enter your financial institution’s URL or name on the search box and see the results.
4. Hit Continue. 
5. Enter the sign-in info you use for your bank's website.
6. Select Connect securely.

Learn more about the process by checking out this article: Connect bank and credit card accounts to QuickBooks Self-Employed.

If the problem continues, this unexpected behavior can be caused by too much stored cache on your browser. Let's open your account using an incognito window and connect it from there. It's the best spot to identify browser issues.

These are the shortcut keys:

• Google Chrome: press Ctrl + Shift + N 
• Mozilla Firefox: press Ctrl + Shift + P
• Safari: press Command + Shift + N

If you're able to connect the bank account, go back to the regular browser, then clear the cache to refresh it. It's advisable to delete them periodically to avoid issues like this. 

To get your work done, may consider uploading your bank transactions to your account manually.

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 so you can reconcile them smoothly.

Reach back out to me here if you need further assistance with connecting your bank. I'll ensure you're all set. Take care!

Hi, thank you for your reply.

I however believe you are using instructions for a desktop but I only use the mobile app.

it is not a new connection if that helps and I am trying to connect to lloyds bank.

thank you

I’m here to help so you’ll be able to connect your Lloyds bank to QuickBooks, @usernicoleflatman.

The instructions provided by my peer above are for QuickBooks Self-Employed account on a web browser. Since you’re using an app, you can perform some steps here so you can connect your Lloyds bank to QuickBooks seamlessly.

Before that, it would be best to visit your bank's website to check if there’s ongoing system maintenance or updates. Please know that any changes made from your bank affect your QuickBooks connection too.

Here’s how:

1. Sign in to your bank’s website.
2. Go to the Notification menu.
3. Check the information.

If there are no updates stated, you can reset your app data to fix issues. Just tap the Help menu, then click the Reset App Data option. After, try to connect your bank once again. You can also log in to your QBSE account through a web browser and connect the account from there.

If the same things happen, you may consider importing your bank transactions manually to QuickBooks. This way, you can manage and categorise your transactions.

Don’t hesitate to let us know if you have additional banking concerns. We’ll be here to help you out. Keep safe!