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Thanks for bringing your query here with us, Simon. We can perform some troubleshooting steps to help rectify issues when integrating your bank into your account. Let me share further input on this.
Beforehand, may I know if you've encountered any specific error notices when linking your bank? Any additional details would be much appreciated.
In QuickBooks, unusual behaviors like this require necessary fixes to help correct issues within the system. With that, I recommend logging in to your account using a private browser and connecting Monzo Bank to your file. Doing so guarantees the program to run seamlessly without storing internet data.
Refer to these keyboard shortcuts to open one:
- For Google Chrome browser: Ctrl + Shift + N
- For Mozilla Firefox browser: Ctrl + Shift + P
- For Safari browser: Command + Shift + N
However, if the issue persists, it's best to contact our next available Live Expert Team to investigate your case further and provide assistance in rectifying this error.
In the meantime, you can manually upload your bank transactions to your account so you can keep going in managing your online entries. To do these:
- In your QuickBooks Solopreneur, go to the Profile ⚙ icon and select Import data.
- Choose Bank Data from the record type dropdown and click Import.
- Follow the onscreen steps to upload the CSV file. Then, hit Import.
Once everything looks good, refer to this guide to help you manage and review online bank entries: Categorise bank transactions in QuickBooks Sole Trader.
Managing your financial entries ensures the accuracy of your books, Simon. For any additional queries, feel free to let us know below. Have a good one.
