We've got some solutions to perform to connect your Monzo business account to QuickBooks Sole Trader, Petra8.
Beforehand, may we know if you received an error message when connecting your Monzo account? Have you encountered any error messages while trying to link your bank? When you mention that you can't save because it won't click, is the Save button greyed out? These details will help us give you a more targeted response.
We can reach out to your financial institution to verify whether they are conducting any maintenance activities or system upgrades at the moment. This helps us determine if the connectivity issues are related to ongoing changes on their side. If this isn't the cause of the issue, try accessing your QuickBooks Sole Trader account through private or incognito mode to determine if this is a browser-related issue. This doesn't store cache files, which can cause unusual behavior in web-based programs. Below are the shortcut keys we can use:
- Google Chrome: Ctrl + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Microsoft Edge: Ctrl + Shift + P
- Safari: Command + Shift + N
Once done, try connecting your bank account again.
If it works, go back to your regular browser and clear the cache to delete those temporarily stored files and browsing history. The collection of data over time can create corruption, however, removing this should fix the issue. Also, you can utilize another supported browser or device if this doesn't work. This happens when the current browser you're using has a temporary issue with the program.
To help you troubleshoot common bank connection errors in QuickBooks, you can check out this article: What to do when you encounter a bank connection error in QuickBooks.
Once your bank account is connected, your latest transactions will automatically downloaded into the program. Then, we can categorize them correctly to accurately represent your income and expenses.
We are one post away if you have any other questions about connecting your bank account or QuickBooks-related concerns. You have a good one.
