Performing some troubleshooting with your browser can help reconnect your bank with QuickBooks Self-Employed (QBSE), Michael. With the information below, you'll be back to seamlessly managing your online bank feeds and transactions in no time.
Beforehand, could you provide details about any specific error message or unusual behavior you encountered when linking your bank account? Including a screenshot would be appreciated. These can assist us in understanding this case better, allowing us to provide the most effective solutions tailored to your situation.
In the meantime, you can sign in to your bank's website to check for any messages, notifications, or alerts. This can often clarify if the issue is arising from their side.
If everything looks good on their end, sign in to your QBSE company from a private window to isolate issues related to corrupted cache files. This step will rule out any errors caused by corrupted cache files, which prevent you from linking your bank again.
Here are some keyboard shortcuts:
- Google Chrome: Ctrl + Shift + N
- Safari 11 or newer: ⌘ + Shift + N
- Mozilla Firefox: Shift + Ctrl + P
- Microsoft Edge: Ctrl + Shift + N
After a successful attempt, clear your regular browser's cache to ensure a smooth experience moving forward. Alternatively, consider accessing your account via a different supported and up-to-date browser to enhance your experience.
On the other hand, you can manually upload your financial dealings using a CSV file. For a smooth importing process, please adhere to the required QuickBooks format.
Once your income and expenses are loaded into the system, remember to categorise them correctly. You may also use bank rules to automate this process.
If you need further guidance reestablishing bank connections and managing transactions, drop us a message here. We’re always ready and eager to assist you with inquiries related to QuickBooks Self-Employed.
