You might see an "unexpected error" message in QuickBooks Sole Trader if there is a temporary connection problem with your bank, Michael.
If you use Open Banking to link your bank account to QuickBooks Sole Trader, you’ll need to occasionally update your bank connection. Open Banking asks you to confirm your consent every 90 days.
To better isolate the issue, look for any alerts or messages that need your attention, like new security terms or a one-time passcode. You may also need to respond to prompts on your bank’s website before you can renew the connection in QuickBooks. To identify and fix common bank connection errors, refer to this article: Fix bank connection errors in QuickBooks.
After you’ve completed these steps, reconfirm your bank connection in the program by following the steps below:
- Go to the Banking page and click the dropdown arrow next to Link account.
- Tap Manage connections.
- Next to the bank for which you need to reconfirm consent, tick the More ⋮ icon.
- Click Manage consent.
- When you're ready, select Reconfirm.
- Press OK to confirm.
You can check out this article for more details: Reconfirm your bank feed connection in QuickBooks. Although this article is for QuickBooks Online, the same principles apply.
Feel free to return to this post if you have more questions about managing your banking consent or any other QuickBooks-related issues.
