I've checked our records to see if there's an open investigation similar to yours, Lancsweb-gmail-c. I've found none.
This unexpected behavior can be caused by some browser hiccups. Let's perform some basic troubleshooting to fix it. We'll start logging into your account through a private browser. It's the best spot to identify web issues. These are the shortcut keys:
If you're able to click the Agree button from there, go back to your original browser, and clear its cache to start fresh.
Moreover, you can use a different browser to help us narrow the cause of this behavior.
Once your bank is connected, you can already categorise and match the bank transactions.
You can get back to this thread if you need more help. We're just one comment away.
Instead of using the app to link your bank try on the web browser on google chrome is the best one to try it on.
If you have any issues still on the web browser let us know.
Thanks for getting back to us, I'm pleased to hear that's synced your account now - please get back to us below if you continue to have issues refreshing the account from within the app and we can take a closer look. 🧐
I'm here to help you get sorted out with your mobile app query. I'll share some steps that can help us make sure that your mobile app is working properly. We can reset the application to refresh it. Follow the steps below:
If you're using an Android device:
For more detailed steps of the process, check out this article: Troubleshooting Quick-Start Guide for the QuickBooks app.
Then close and reopen the app to check if that works. If still get the same result, let's uninstall and reinstall the app to start on a clean cliche.
For additional reference, I've attached an article about the mobile app features: Compare mobile app features.
If there’s anything else I can help you with, click the Reply button and add a comment down below. I’ll be right here ready to assist. Have a good one.
Let me address your questions, Lancsweb-gmail-c.
You don't have to worry about anything. Resetting your account will not result in losing your data. It will refresh your app and fix unexpected behavior. And yes, QuickBooks Self-Employed is cloud-based.
If it didn't make any difference, you can uninstall and reinstall the app.
We're just around if you have other concerns. Feel free to visit the Community anytime.