You'll want to access your QuickBooks account using a private window, bspb1981. Let me include the detailed procedure in the discussion below, ensuring you can connect to your bank and download transactions automatically.
Beforehand, we need additional information regarding your concern. Do you receive an error message when you sign in to complete the bank connection process? This helps us identify the most appropriate resolution to address them and get you back to business.
In the meantime, accessing your company through a private window helps isolate issues related to corrupted cache files. QuickBooks Solopreneur uses cache files to run faster, which gets outdated as time passes. This data can cause unexpected behavior, preventing you from linking your bank account seamlessly.
You can refer to these keyboard shortcuts:
- Google Chrome: Ctrl + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Microsoft Edge: Ctrl + Shift + P
- Safari: Command + Shift + N
Once you can set up your online bank feed, revert to your regular browser to clear its cache. Also, using a supported and updated browser will guarantee the best and most secure navigating experience.
Moreover, be sure to select the appropriate category for your financial activities to accurately represent your income and expenses. This helps prevent discrepancies with your reports and when calculating taxes.
If you have further questions about connecting a bank in QuickBooks Solopreneur, just let us know anytime in the Community. You can drop your queries here in this thread, and we’ll guide you effectively through all your business responsibilities.
