It’s great to hear that you've returned to QB Self-Employed after a break, gwcarpentryservices. Let me provide you with additional details why you cant reconnect your bank to QuickBooks .
Before we proceed, could you please provide the name of your bank and let me know if you are encountering any specific errors when trying to reconnect? This information will help me determine whether there is an ongoing issue with your bank, and I will be able to offer a more accurate solution to address your concerns.
Also, I recommend communicating with your financial institution. To identify if they have an ongoing issue that leads to this problem or log to their bank's website.
In the meantime, I suggest logging in using private browsing or incognito mode to determine if the issue is related to your browser. Use these shortcut keys:
- Ctrl + Shift + N (Google Chrome)
- Ctrl + Shift + P (Firefox)
- Control + Option + P (Safari)
- Ctrl + Shift + P (Microsoft Edge)
Once logged in, please connect to the bank again to check if it's functioning well. You can follow the steps below for your guidance.
- Go to the Settings ⚙ icon, and select Connect bank.
- In the search box, enter the name of the bank and account type.
- Follow the on-screen instructions to connect your account.
QuickBooks Self-Employed will automatically download your recent bank transactions. For more details, check out this article: Reconnect your bank account in QuickBooks Self-Employed.
Once your bank account is connected, you can categorise the transactions to ensure your financial records are correct. For more guidance, feel free to check out this article for future reference: Categorise transactions in QuickBooks Self employed.
If you have additional questions about QuickBooks Self employed, feel free to reach out.
